Senior Research Analyst

Wilmington Trust; Wilmington (DE); On-site; USD 128,000 - 214,000; Full time

Job summary

M&T Bank is seeking an experienced investment professional to identify new investment ideas and defend portfolio choices through deep fundamental and relative value analysis. You will conduct company-level credit reviews, build financial models, and support portfolio decision-making for client-focused teams.

The role requires strong communication and presentation skills, extensive knowledge of capital markets, and mentoring of junior staff.

Qualifications

• Bachelor’s degree required; Master’s preferred.
• CFA designation progress welcomed; strong financial modeling skills expected.
• Strong knowledge of capital markets and investment research processes.
• Experience communicating insights to internal/external stakeholders.

Responsibilities

• Develop new investment ideas based on fundamental/relative value analysis.
• Conduct fundamental credit analysis of issuers and analyze financial statements.
• Build independent financial models and perform credit reviews.
• Recommend buy/hold/sell decisions based on research findings.
• Collaborate with client-facing teams to explain investment solutions.
• Participate in meetings with clients to support relationships and business development.
• Analyze portfolio risks, exposures and performance drivers.
• Mentor junior team members and allocate research tasks.

Skills

Analytical thinking

Written communication

Presentation skills

Mentoring

Education

Bachelor’s degree

Master’s degree

CFA progress toward designation

Tools

Bloomberg

Excel

FactSet

Morningstar Direct

Job description

Overview:

Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Conducts deep fundamental credit analysis and relative value assessment to support portfolio decision-making.

Primary Responsibilities:

• Develop new and innovative investment ideas based on fundamental and relative value analysis.
• Conduct fundamental analysis of individual companies including analyzing financial statements, credit ratings, and industry trends.
• Build and maintain independent financial models and perform in-depth credit reviews for issuers under coverage.
• Recommend buy, hold and sell decisions based on fundamental credit analysis and relative value evaluation.
• Collaborate with client-facing colleagues to strengthen their understanding of investment solutions.
• Participate in client and prospect meetings to help solidify current relationships and to develop new business.
• Analyze portfolio risks, exposures and performance drivers.
• Manage and allocate research work to less experienced teammates.
• Prepare documentation to communicate portfolio performance, investment options, risks and pending decisions.
• Conduct regular meetings and calls to discuss organizational developments, investment strategy and performance/risk.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Education and Experience Required:

Bachelor’s degree and a minimum of 7 years’ relevant experience,

Strong understanding of capital markets and current knowledge of the state of the industry

Excellent written and presentation skills

Proficient with common industry tools, including Bloomberg, Excel, FactSet and Morningstar Direct

Highly analytical, research-driven skill set

Prior experience communicating insights to internal and external stakeholders

Education and Experience Preferred:

Master Degree and minimum of 10 years’ relevant experience

CFA, progress toward obtaining CFA designation

Advanced Degree

Network of industry contacts

Experience mentoring and developing junior teammates

Experience working with large datasets, analytical tools, or evolving research technologies (e.g., quantitative platforms or AI-enabled workflows)

#LI-LA1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Wilmington, Delaware, United States of America