Senior Research Analyst
Wilmington Trust Investment Advisors
Basic Function Performs fundamental research and analysis on investments making recommendations to equity portfolio managers.Essential Position Responsibilities Responsible for performing independent complex research and analysis, and may provide oversight on analysis performed by other Research Analysts. Makes investment recommendations to portfolio managers or senior investment personnel.
Develop an expertise in specific industry sectors as assigned.Provides investment advice via written and oral communications to senior management, portfolio managers, staff, clients, and media. May manage or co-manage an investment portfolio. Identify new and improved processes in portfolio management.
Consult with clients and investment advisors.
Provides investment management advisory services to a variety of complex clients.Keeps abreast of investment and financial market trends insuring a strong understanding of the markets. Complete other related duties as assigned. Exercises independent judgment and critical thinking and illustrates the ability and experience to exercise sound judgment as well as subject matter expertise for consideration to next level. Minimum Qualifications Required:Bachelor’s degree in Finance, Economics or Mathematics, or in lieu of degree four years relevant work experience, plus a minimum of five years of professional experience. Thorough knowledge of software applications used by the department. Strong analytical and mathematical skills. Thorough knowledge of software applications used by department. Strong interpersonal skills with the ability to interact with all levels of internal and external contacts. Ideal Qualifications Preferred:Master's degree and/or CFA or CPA preferred10 years of investment research experience
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.