Position may be based in Radnor, PA., Wilmington, DE. or Syracuse, NY Overview: Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policys and over 1 Billion in AUM) to transition portfolios toward Wilmington Trusts best thinking. Works with Investment Advisor to understand objectives, constraints, and tax budget of portfolio and proactively communicates with Investment Advisor, making them aware of trades when they occur, by making critical decisions on how to marry Wilmington Trusts best thinking with the clients unique needs Primary Responsibilities: Manage Desktop Managed Equity (DME) accounts by coordinating with Investment Advisor on appropriate tax budget, targeting specific Wilmington Trust Equity strategy, and implementing trades in a timely manner throughout the year in accordance with transition plan. Collaborate with Investment Advisor on decision making process, marrying firms best thinking with client needs. Portfolio Manager can also manage entire portfolio to make trades to move towards appropriate target multi asset class strategy set by the Investment Advisor and client. Proactively manage the clients accounts by placing trades and monitor tracking error in portfolios in accordance with transition plan. Track trades and provide timely communication with Investment Advisors. May work with more complex relationships that have multiple constraints, restrictions, or considerations needed given trust language or existing positions. Understand and adhere to the Companys risk and regulatory standards, policies and controls in accordance with the Companys 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: Primarily on unit Education and Experience Required: Bachelors' degree and three years related work experience, or in lieu of degree, 7 years relevant professional work experience, with a minimum of 3 years investment experience. Comprehensive understanding in discipline. In depth knowledge of trading procedures, investment platform, and implementing firms best thinking. Evaluates situations using multiple sources of information. Inputs to decisions within own discipline. Exchange complex information. Education and Experience Preferred: CFA, progress toward CFA, or CIMA preferred. Bachelor's degree and a minimum of 4 years investment experience, or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience, including a minimum of 4 years investment experience. Comprehensive investment and industry knowledge. Proficient personal computer skills with solid knowledge of Microsoft Office. 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 (USD). The successful candidates particular combination of knowledge, skills, and experience will inform their specific compensation. Location Radnor, Pennsylvania, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in peoples lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&Ts affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Banks traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communitiescombining the capabilities of a large bank with the care of a locally focused institution. 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&Ts 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
