Research Analyst II - Alternatives

Overview:

Completes advanced research to support the activities of more Senior Analysts and Portfolio Managers.

Primary Responsibilities:

• Initiate, research, and recommend new investment ideas
• Understand trends in financial markets and impact on current and future investments.
• Analyze portfolio risks, exposures, and performance drivers.
• Participate in development of less experienced personnel.
• Work with client-facing colleagues to strengthen client relationships and gain new ones.
• Prepare documentation to communicate portfolio performance, investment options, risks, and pending decisions.
• Participate in regular meetings and calls to discuss organizational developments, investment strategy, performance and 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.

Scope of Responsibilities:

Education and Experience Required:

Bachelor’s degree and a minimum of 3 years’ relevant experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’  relevant experience

Strong understanding of capital markets

Current knowledge of the state of the investment management industry

Proficient with common industry tools

Education and Experience Preferred:

Advanced degree

Minimum of 5 years’ relevant experience

CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation

Highly analytical

Research-driven skill set

Motivated self-starter comfortable working with senior management

Location: