Investment Strategy Associate

Posted 7 Hours Ago
Be an Early Applicant
Radnor, PA, USA
In-Office
107K-178K Annually
Mid level
Fintech
The Role
Support the Investment Strategist team by researching and developing investment strategies, producing charts and written materials, preparing analyses for committee meetings and advisor calls, and ensuring adherence to risk, regulatory, and internal control standards.
Summary Generated by Built In
Overview:

This position is responsible for researching and building investment strategies as part of the Asset Management research and thought leadership function of Wilmington Trust.   

Primary Responsibilities:

Work with senior members to research and start to build monthly strategy content for the Investment and Portfolio Management Committees.

Develop and update supporting material and analyses for calls or meetings with client-facing Advisors, subject to review of more experienced Strategists.

Proactively research pertinent investment strategy topics by summarizing and/or recreating analyses from research providers and academic literature.

Independently develop investment charts and research for written investment materials as part of the Investment Strategist team to advise clients.  Collaborate with senior members on written investment-related content for internal or external audiences.

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 a culture of 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:

The position supports the Investment Strategist team in providing research, data and strategies that reflect the best thinking of Wilmington Trust and in support of Wealth clients.

Supervisory/Managerial Responsibilities:Not ApplicableEducation and Experience Required:

Bachelor’s degree and a minimum of 3 years’ analyst 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’ analyst experience

           

Education and Experience Preferred:

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

Knowledge of capital markets or investment management industry experience

#LI-LA1

#wilmingtontrust

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:Radnor, Pennsylvania, United States of America

Skills Required

  • Bachelor's degree (or in lieu of degree, combined minimum of 7 years' higher education and/or work experience)
  • Minimum of 3 years' analyst experience
  • CFA designation or progress toward CFA
  • Knowledge of capital markets or investment management industry experience

M&T Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.

  • Retirement Support Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
  • Leave & Time Off Breadth Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
  • Wellbeing & Lifestyle Benefits Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.

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The Company
HQ: Buffalo, NY
21,590 Employees
Year Founded: 1856

What We Do

M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.

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