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Model Portfolio Implementation & Performance Analyst - 3DGLF in Wilmington, DE at M&T Bank

Date Posted: 2/17/2018

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Job Description

Model Portfolio Implementation & Performance Analyst Asset Management Wilmington Trust Wilmington, DE
 
FUNCTION:  A member of the centralized team working on all aspects of modeled solutions.  Manages and maintains models account solutions for all WISD accounts including M&T Securities Portfolio Architect and Wilmington Trust models.  Manages performance reporting of model portfolios.  Assists with communication efforts around model portfolios.    POSITION RESPONSIBILITIES: Support the rebalancing and maintenance of all modeled solutions used in Wealth Advisory and M&T Securities Portfolio Architect.   Populate data on model master spreadsheets for a variety of modeled solutions used in Wealth and M&T Securities as allocations and fulfillment changes are identified.   Assist in preparing performance reports for model portfolios.   Review performance data for accuracy.   Verify spreadsheet data as well as model data against a variety of sources to ensure its accuracy.   Update and validate models in trading systems prior to execution of trades.   Prepare and distribute manager impact analysis to the Manager Research Group for communication to impacted managers.   Serve as needed on Committees and Teams relating to portfolio construction.   Assist in the presentation of performance data to the field and various committees.   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 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.   NATURE AND SCOPE: Wealth Advisory Services provides planning, investment management and trust and family office services to clients ranging from affluent through high net worth.  M&T Securities provides brokerage services to mass affluent clients. Both business lines have model investment portfolios they offer clients.  This role serves by facilitating the trading and performance reporting of those model investment portfolios.     MANAGERIAL/SUPERVISORY RESPONSIBILITY: Not Applicable   MINIMUM QUALIFICATIONS REQUIRED: Bachelor’s degree and a minimum of 3 years’ relevant work experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ relevant work experience. Strong verbal and written communication skills. Strong interpersonal skills. Advanced Excel experience.   IDEAL QUALIFICATIONS PREFERRED: Bachelor’s degree in business or related discipline. CFP (Certified Financial Planner) and/or CFA (Chartered Financial Analyst) preferred.  Bloomberg, Morningstar and FactSet preferred. Familiarity with financial and/or investment planning programs.  
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.   
 
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.