Wealth Portfolio Manager: Multi-Asset Trading & Client Partnership

Socket.dev

Wilmington (DE)

On-site

USD 80,000 - 110,000

Full time

14 days+

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Job summary

M&T Bank seeks a Client Portfolio Manager in Wilmington, DE to manage Desktop Managed Equity accounts and align trades with IA guidance. The role involves executing trades, monitoring tracking error, and communicating proactively with Investment Advisors.

Candidates should have a Bachelor's degree and at least 2 years of investment experience, with strong knowledge of trading procedures and MS Office. A solid team player with critical thinking is essential.

Qualifications

Bachelor's degree and a minimum of 2 years’ investment-related experience, including internships, or equivalent combined experience.
Good knowledge of procedures and concepts within the discipline.
Basic knowledge of trading procedures and implementing the firm's best thinking.
Ability to select alternatives from defined options in routine work.
Inputs to decisions within own discipline.
Regular exchange of information with stakeholders.

Responsibilities

Manage Desktop Managed Equity accounts by coordinating with IA on tax budget and executing trades per transition plan.
Possess ability to manage entire portfolio to reach target multi-asset class strategies per IA/client.
Proactively place trades and monitor tracking error per transition plan.
Track trades and provide timely communication with Investment Advisors.
Adhere to risk and regulatory standards, escalating issues as needed.
Promote an environment aligned with M&T Bank brand.
Maintain internal controls and address audit points and regulator findings.
Perform other related duties as assigned.