Syracuse, New York, United States · Hybrid
$97k–$162k/yr
Overview: Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust’…
Skills: Portfolio Management, Trading, Asset Allocation, Tax Budgeting, Risk Management
Syracuse, New York, United States · Hybrid
$97k–$162k/yr
Overview: Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust’…
Skills: Portfolio Management, Trading, Equity Strategy, Tax Budgeting, Risk Management
Syracuse, New York, United States · On-site
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Requisition Number: 29179 Required Travel: 0 - 10% Employment Type: Full Time/Salaried/Exempt Anticipated Salary Range: $76,956.00 - $130,000.00 Security Clearance: Ability to Obtain Level of Experience: Mid This opportu…
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Syracuse, New York, United States · On-site
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Syracuse, New York, United States · On-site
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$25/hr–$29/hr
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Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This emplo…
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Syracuse, New York, United States · On-site
$18/hr–$23/hr
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Skills: Leadership, Retail Management, Sales Performance, Coaching, Operational Excellence
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Eaton’s GEIS division is currently seeking a Production Supervisor - 1st Shift. This position is onsite at our GEIS Headquarters in Syracuse, NY. Relocation is not provided for this position. The 1st shift hours are 6AM …
Skills: Leadership, Production Supervision, Lean Six Sigma, Continuous Improvement, SAP
Syracuse, New York, United States · On-site
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TAF Carbon has an exciting opportunity for someone passionate about engineering and sustainability and eager to be part of an innovative company that’s on a journey to transform the world’s materials. We are seeking an E…
Skills: Process Scale-Up, Industrialization, 6 Sigma, Statistical Process Control, Measurement System Analysis
Syracuse, New York, United States · Hybrid
$104k–$122k/yr
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Syracuse, New York, United States · On-site
$85k–$127k/yr
At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplac…
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Syracuse, New York, United States · On-site
$21/hr–$23/hr
Job Title: Reach Truck Operator Company Introduction: G&C Food Distributors is a leading re-distributor of refrigerated, frozen, and dry food. We store and deliver more than 4,000 food items to meet the needs of our cust…
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Syracuse, New York, United States · On-site
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WSTM/WSTQ/WTVH has an immediate opening for a creative Content Producer! In this role, you will be responsible for the day-to-day production of our newscasts. This position will also work closely with the Executive Produ…
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Syracuse, New York, United States · On-site
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Syracuse, New York, United States · On-site
$17/hr–$25/hr
Summary: The Clinical Specialist/Optometric Assistant is primarily responsible for helping ensure a great patient experience by preparing the patient for onsite and/or remote examination, completing pre-exam diagnostic t…
Skills: Patient Registration, Pre-exam Diagnostic Testing, EMR Documentation, Contact Lens Instruction, Insurance Preauthorization
Syracuse, New York, United States · On-site
$17/hr–$25/hr
Summary: The Clinical Specialist/Optometric Assistant is primarily responsible for helping ensure a great patient experience by preparing the patient for onsite and/or remote examination, completing pre-exam diagnostic t…
Skills: Patient Registration, Diagnostic Testing, EMR Documentation, Insurance Preauthorization, Contact Lens Instruction
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Manage complex client portfolios and execute trades to align with firm strategies and client objectives. Collaborate with Investment Advisors to balance tax budgets and unique client constraints while monitoring tracking error.
Requires a bachelor's degree and at least 3 years of investment experience, or 7 years of relevant professional experience. CFA or CIMA certifications are preferred.
Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust’s best thinking. Works with Investment Advisor to understand objectives, constraints, and tax budget of portfolio and proactively communicates with Investment Advisor, making them aware of trades when they occur, by making critical decisions on how to marry Wilmington Trust’s best thinking with the client’s unique needs
Manage Desktop Managed Equity (DME) accounts by coordinating with Investment Advisor on appropriate tax budget, targeting specific Wilmington Trust Equity strategy, and implementing trades in a timely manner throughout the year in accordance with transition plan. Collaborate with Investment Advisor on decision making process, marrying firm’s best thinking with client needs.
Portfolio Manager can also manage entire portfolio to make trades to move towards appropriate target multi asset class strategy set by the Investment Advisor and client.
Proactively manage the client’s accounts by placing trades and monitor tracking error in portfolios in accordance with transition plan.
Track trades and provide timely communication with Investment Advisors.
May work with more complex relationships that have multiple constraints, restrictions, or considerations needed given trust language or existing positions.
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.
Primarily on unit
Bachelors' degree and three years related work experience, or in lieu of degree, 7 years’ relevant professional work experience, with a minimum of 3 years’ investment experience.
Comprehensive understanding in discipline.
In depth knowledge of trading procedures, investment platform, and implementing firms best thinking.
Evaluates situations using multiple sources of information.
Inputs to decisions within own discipline.
Exchange complex information.
CFA, progress toward CFA, or CIMA preferred. Bachelor's degree and a minimum of 4 years’ investment experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 4 years’ investment experience.
Comprehensive investment and industry knowledge.
Proficient personal computer skills with solid knowledge of Microsoft Office.
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
Offices: 345 Main St., Buffalo, New York 14203, US · 1 Light St., Baltimore, Maryland 21202, US · 1100 N. Market St., Wilmington, DE 19801, US
