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Institutional Portfolio Manager in Wilmington, DE at M&T Bank

Date Posted: 12/9/2018

Job Snapshot

Job Description

Institutional Portfolio Manager

Wealth Advisory Services

Wilmington, Trust

Wilmington, DE

 

Function:
Develop and maintain relationships as well as build portfolios for institutional clients

Responsibilities:
Evaluate client accounts, deliver asset management's advice and solutions through asset allocation and portfolio construction.
Act as a trusted resource for institutional clients, effectively communicate Wilmington Trust's investment philosophy and process.
Retain existing institutional clients and build relationships with prospective institutional clients.
Review client's accounts and prepare portfolio reviews.
Generate Investment Policy Statement(s) for new clients and update for existing clients.
Leverage in-house experts to win new business.
Deep understanding of our investment philosophy, the funds we use, and the ability to communicate our story clearly and with confidence.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity 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.

Required Qualifications:
Bachelor’s degree and a minimum of 7 years’ relevant experience, or in lieu of degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant experience
Understanding of capital markets and current knowledge of the state of the industry
Ability to work effectively within a collegial team environment and to operate effectively within a large organization
Experience working with institutional clients and prospective institutional clients

Preferred Qualifications:
CFA, progress toward obtaining CFA designation
Advanced Degree
Demonstrated track record of successful investment management

We encourage candidates with relevant military experience to apply.

 

About M&T

At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.

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M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.