Senior Research Analyst, Wilmington, DE

Overview

Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Conducts deep fundamental credit analysis and relative value assessment to support portfolio decision-making. This is a hybrid role; 4 days in office @ Wilmington Ctr and one day remote.

Primary Responsibilities

• Develop new and innovative investment ideas based on fundamental and relative value analysis. Conduct fundamental analysis of individual companies including analyzing financial statements, credit ratings, and industry trends. Build and maintain independent financial models and perform in-depth credit reviews for issuers under coverage. Recommend buy, hold and sell decisions based on fundamental credit analysis and relative value evaluation. 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 portfolio risks, exposures and performance drivers. Manage and allocate research work to less experienced teammates. Prepare documentation to 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. Education and Experience Required: Bachelor’s degree and a minimum of 7 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, Excel, FactSet and Morningstar Direct Highly analytical, research-driven skill set
• Prior experience communicating insights to internal and external stakeholders
• Education and Experience Preferred: Master Degree and minimum of 10 years’ relevant experience CFA, progress toward obtaining CFA designation Advanced Degree Network of industry contacts
• Experience mentoring and developing junior teammates
• Experience working with large datasets, analytical tools, or evolving research technologies (e.g., quantitative platforms or AI-enabled workflows) #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: Wilmington, Delaware, United States of America Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du
• Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. 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 – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. 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. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. 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. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice