Wilmington Trust · 3 hours ago
Senior Research Analyst
Wilmington, DE
Full-time
Onsite
Mid, Senior Level
$128K/yr - $214K/yr
5+ years expWilmington Trust is seeking a Senior Research Analyst who will identify, recommend, and defend individual investments to improve portfolio outcomes for clients. The role involves conducting deep credit analysis, building financial models, and collaborating with client-facing colleagues to enhance their understanding of investment solutions.
Financial ServicesWealth Management
No H1B
Hiring Manager
Meredith Toman PHR
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
Qualification
Required
Bachelor's degree and a minimum of 5 years' relevant experience
A combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' relevant experience in lieu of a degree
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, FactSet and Morningstar Direct
Highly analytical, research-driven skill set
Prior experience communicating insights to internal and external stakeholders
Preferred
Minimum of 7 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)
Company
Wilmington Trust
Wilmington Trust is a financial institution that has wealth advisory for institutions and corporations.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
E
Edward Moon
Senior Vice President
Lisa Roberts
SVP, Head of Wealth Management
Recent News
bloomberglaw.com
2026-01-16
Hartford Business Journal
2026-01-07
2025-11-04
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