Equity Portfolio Manager

M&T Bank

Radnor, Pennsylvania, United States of America
Base: $128,100.00 - $213,500.00 annual (usd); bonu...
Not specified
Fundamental bottom-up research skills
Technology sector coverage experience
Client meeting and presentation abilities
M&T Bank is seeking an Equity Portfolio Manager to enhance client portfolio outcomes through comprehensive research and investment recommendations. The ideal candidate will possess significant experience in investment management and a strong understanding of capital markets

Job Summary

  • The role involves conducting fundamental bottom-up research to identify and recommend individual investments for clients.
  • Candidates will share co-portfolio management duties specifically focused on a technology-oriented portfolio strategy.
  • The position requires active participation in client meetings to strengthen relationships and win new business while adhering to strict risk standards.

Matching Summary

Match Score: 85

M&T Bank is seeking an Equity Portfolio Manager to enhance client portfolio outcomes through comprehensive research and investment recommendations. The ideal candidate will possess significant experience in investment management and a strong understanding of capital markets.

Salary

Base: $128,100.00 - $213,500.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Fundamental bottom-up research skills
  • Technology sector coverage experience
  • Client meeting and presentation abilities
  • Risk and regulatory compliance adherence
  • Team collaboration and mentoring

Nice-to-have

  • Investment thought leadership capabilities
  • Strong industry network of contacts
  • Supportive environment for belonging
  • Internal control implementation focus

Key Requirements

  • Bachelor's degree or 9 years combined education/experience
  • Minimum 5 years relevant investment experience
  • CFA designation or progress toward CFA preferred
  • 10 years relevant experience preferred

Work Rights

Not specified

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