About this role
Overview:
Provides investment management advisory services to clients including formulating short and long-term strategies for clients. Responsible for the investment performance of a portfolio or model, either alone or as a team member. Supports investment process to ensure compliance with regulatory requirements and internal audit.
Primary Responsibilities:
- Articulate the investment process to clients, prospects and internal sales staff. Provide investment management advisory services to complex clients.
- Maintain sole responsibility or as a team member for the investment performance of a portfolio or model. Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client.
- Manage, supervise and direct investment-related activities with acceptable levels of 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 7 years’ financial and/or investment experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ financial and/or investment experience
Education and Experience Preferred:
Minimum of a Bachelor's degree in Business Administration, Finance or Accounting
Minimum of 7 years’ investment/portfolio management and/or research experience
CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) designation
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $184,400.00 - $307,400.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:
Wilmington, Delaware, United States of AmericaOther facts
About M&T Bank
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.
What you'll do
- The Senior Fixed Income Portfolio Manager is responsible for providing investment management advisory services and ensuring the investment performance of a portfolio. They must articulate the investment process to clients and ensure compliance with regulatory requirements.
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