Research Analyst II - Alternatives

Posted 5 Days Ago
Be an Early Applicant
Radnor, PA, USA
In-Office
107K-178K Annually
Mid level
Fintech
The Role
Conduct advanced investment research for alternative strategies, recommend new ideas, analyze portfolio risks and performance, prepare reports, support client-facing teams, mentor junior staff, and ensure compliance with risk and regulatory controls.
Summary Generated by Built In
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

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
  • Minimum of 3 years' relevant experience (or equivalent combination of education and experience)
  • Strong understanding of capital markets
  • Current knowledge of the investment management industry
  • Proficient with common industry tools
  • Advanced degree
  • Minimum of 5 years' relevant experience
  • CFA designation or progress toward CFA
  • Highly analytical
  • Research-driven skill set
  • Motivated self-starter comfortable working with senior management

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.

M&T Bank Insights

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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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