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Retail Fixed Income Marketing Liaison - 3DKL9 in Baltimore, MD at M&T Bank

Date Posted: 8/28/2018

Job Snapshot

Job Description

Title: Retail Fixed Income Marketing Liaison
Location: Baltimore, MD
Basic Function:
Responsible for supporting the Fixed Income Group in the development, education and communication of fixed income products and strategies for distribution to its financial consultants. To serve as the retail liaison for the Fixed Income Desk for business enhancement and execution strategies.  Assists with new issue marketing and deal completion. 
Essential Position Responsibilities:
•  Assist in the preparation of memoranda, presentation materials, and marketing materials.
•  Facilitate research projects that underpin transaction positioning and recommendations to enhance shareholder value.
•  Coordinate and carryout routine operational tasks that arise on a day-to-day basis.
•  Maintain financing source, investor or client databases to create efficiencies in the deal marketing and execution process and other databases used in the deal marketing and execution process.
•  Assist in the identification of deal-appropriate investors, participating in the marketing of deals to branch Financial Consultants.
•  Conduct daily calls to Financial Consultants to update them on the market, determine inquire and provide opportunities for clients.
•  Monitor monthly cash reports and provide investment options.
•  Attend branch visits and actively participate in strategic dialogue.
•  Create daily/weekly marketing pieces for distribution to branch Financial Consultants.
•  Work with traders to find value options for retail investors.
•  Manage business unit projects that arise from time to time.
•  Maintain appropriate records to ensure compliance with regulatory requirements.
•  Participate in civic and cultural organizations.
Basic Qualifications Required:
•  Bachelor s degree or in lieu of a bachelor’s degree, four years relevant work experience.
•   Individual must be comfortable working in a fast paced, entrepreneurial environment and be able to handle a high-level of responsibility.
•  Must possess solid analytical, written and verbal skills as well as demonstrated ability to work in a team oriented environment.
•  Excellent oral and presentation skills.
•  Ability to work under critical time constraints.
•  Sound knowledge of Windows and PC software programs.
Ideal Qualifications Preferred:
Self-motivated, well-organized individual
Series 7 or 52.
Strong interpersonal skills with the ability to interact with all levels of personnel.
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.