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Wilmington Trust · 5 hours ago

Senior Research Associate

Wilmington, DE

Full-time

Onsite

Senior Level

$128K/yr - $214K/yr

5+ years exp

Wilmington Trust is a financial services company, and they are seeking a Senior Research Associate to improve portfolio outcomes for clients. The role involves collaborating with colleagues, analyzing investment risks, and developing innovative investment ideas.

Financial ServicesWealth Management

No H1B

Responsibilities

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

Develop new and innovative investment ideas

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

Qualification

Capital markets knowledgeInvestment analysisBloomberg proficiencyCFA designationAnalytical skillsPresentation skillsMentoring experienceCommunication skills