$128,100.00 - $213,500.00 annual (usd); not specif...
Not specified
Fundamental bottoms-up research
Maintain coverage responsibility
Technology-oriented portfolio
M&T Bank is seeking an Equity Portfolio Manager to enhance portfolio outcomes for clients through in-depth research and investment strategies. The ideal candidate should possess significant experience in investment management, a strong analytical skill set, and the ability to communicate effectively within a team and with clients
Job Summary
Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients.
Conduct fundamental bottoms-up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
Matching Summary
Match Score: 85
M&T Bank is seeking an Equity Portfolio Manager to enhance portfolio outcomes for clients through in-depth research and investment strategies. The ideal candidate should possess significant experience in investment management, a strong analytical skill set, and the ability to communicate effectively within a team and with clients.
Salary
$128,100.00 - $213,500.00 Annual (USD); Not specified; Not specified
Skills & Requirements
Must-have
fundamental bottoms-up research
maintain coverage responsibility
technology-oriented portfolio
risk and regulatory standards
client and prospect meetings
Nice-to-have
proven investment thought leader
strengthen understanding of investment solutions
belonging and reflects brand
network of industry contacts
Key Requirements
Bachelor's degree and 5 years relevant experience
9 years higher education/work experience (in lieu of degree)
Strong understanding of capital markets
Current knowledge of investment management industry
Highly analytical research-driven skill set
Experience communicating insights
Experience mentoring teammates
Experience working in a team
Experience operating in large organization
Advanced degree preferred
10 years relevant experience preferred
CFA or progressing toward CFA designation preferred