Overview:

Identifies, analyzes and recommends alternative investments to improve portfolio outcomes for clients.

Primary Responsibilities:

• Manager selection, due diligence and monitoring across private equity, private real estate, private credit and hedge funds
• 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 risks, exposures and performance drivers of investment strategies.
• Manage and allocate research work to less experienced teammates.
• Prepare documentation to approve investments, and 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.

Education and Experience Required:

• Bachelor’s degree and a minimum of 5 years’ relevant experience, OR in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant experience
• 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
• Hands on investment experience in alternative asset classes at wealth manager, family office, foundation, endowment, consultant or other institutional asset management firm

Education and Experience Preferred:

• Minimum of 7 years’ relevant experience
• CFA, IA, or progress toward obtaining the CFA or IA designation
• Advanced Degree
• Network of industry contacts
• Experience mentoring and developing junior teammates

#LI-LA1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 – $213,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Radnor, Pennsylvania, United States of America

Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.