Equity Portfolio Manager

Wilmington Trust•Radnor, PA

About The Position

Overview: Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Primary Responsibilities: Conduct fundamental bottoms- up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers Maintain coverage responsibility of assigned industry sectors Co portfolio management duties of a technology-oriented portfolio Perform administrative tasks as needed for marketing, compliance, and risk purposes Recommend appropriate positions in assigned sectors for various equity strategies Serve as proven investment thought leader for the investment management organization Work with client-facing colleagues to strengthen their understanding of investment solutions Participate in client and prospect meetings to help solidify current relationships and win new business 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 Scope of Responsibilities:

Requirements

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
Current knowledge of the state of the investment management industry
Highly analytical
Research-driven skill set
Experience communicating insights to internal and external stakeholders
Experience mentoring and developing less experienced teammates
Experience working in a team environment
Experience operating effectively within a large organization
Network of industry contacts

Nice To Haves

Advanced degree
Minimum of 10 years’ relevant experience
CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation
Demonstrated track record of successful investment management

Responsibilities

Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients
Conduct fundamental bottoms- up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers
Maintain coverage responsibility of assigned industry sectors
Co portfolio management duties of a technology-oriented portfolio
Perform administrative tasks as needed for marketing, compliance, and risk purposes
Recommend appropriate positions in assigned sectors for various equity strategies
Serve as proven investment thought leader for the investment management organization
Work with client-facing colleagues to strengthen their understanding of investment solutions
Participate in client and prospect meetings to help solidify current relationships and win new business
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