The Role
Lead selection, due diligence, and monitoring of private equity, real estate, private credit and hedge fund managers. Analyze risks, exposures and performance drivers; prepare investment approvals and client materials; mentor junior researchers; support client meetings and adhere to risk, regulatory, and internal control standards.
Summary Generated by Built In
Overview:
Identifies, analyzes and recommends alternative investments to improve portfolio outcomes for clients.
Primary Responsibilities:- Manager selection, due diligence and monitoring across private equity, private real estate, private credit and hedge funds
- Collaborate with client-facing colleagues to strengthen their understanding of investment solutions.
- Participate in client and prospect meetings to help solidify current relationships and to develop new business.
- Analyze risks, exposures and performance drivers of investment strategies.
- Manage and allocate research work to less experienced teammates.
- Prepare documentation to approve investments, and communicate portfolio performance, investment options, risks and pending decisions.
- Conduct regular meetings and calls to discuss organizational developments, investment strategy and performance/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.
- Bachelor’s degree and a minimum of 5 years’ relevant experience, OR in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant experience
- Strong understanding of capital markets and current knowledge of the state of the industry
- Excellent written and presentation skills
- Proficient with common industry tools, including Bloomberg, FactSet and Morningstar Direct
- Highly analytical, research-driven skill set
- Prior experience communicating insights to internal and external stakeholders
- Hands on investment experience in alternative asset classes at wealth manager, family office, foundation, endowment, consultant or other institutional asset management firm
- Minimum of 7 years’ relevant experience
- CFA, progress toward obtaining CFA designation
- Advanced Degree
- Network of industry contacts
- Experience mentoring and developing junior teammates
#LI-LA1
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Radnor, Pennsylvania, United States of AmericaSkills Required
- Bachelor's degree and a minimum of 5 years' relevant experience, OR combined minimum of 9 years higher education/work experience including 5 years relevant experience
- Strong understanding of capital markets and current knowledge of the state of the industry
- Excellent written and presentation skills
- Proficient with Bloomberg, FactSet and Morningstar Direct
- Highly analytical, research-driven skill set
- Prior experience communicating insights to internal and external stakeholders
- Hands on investment experience in alternative asset classes at a wealth manager, family office, foundation, endowment, consultant or institutional asset management firm
- Minimum of 7 years' relevant experience
- CFA or progress toward CFA designation
- Advanced degree
- Network of industry contacts
- Experience mentoring and developing junior teammates
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.
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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.
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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.
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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
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.
