Senior Research Analyst

Wilmington Trust • Wilmington, DE

2d

About The Position

Overview: Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Conducts deep fundamental credit analysis and relative value assessment to support portfolio decision-making.

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 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

Nice To Haves

• Minimum of 7 years’ relevant experience
• CFA, progress toward obtaining CFA designation
• Advanced Degree
• Network of industry contacts
• Experience mentoring and developing junior teammates
• Experience working with large datasets, analytical tools, or evolving research technologies (e.g., quantitative platforms or AI-enabled workflows

Responsibilities

• Develop new and innovative investment ideas based on fundamental and relative value analysis.
• Conduct fundamental analysis of individual companies including analyzing financial statements, credit ratings, and industry trends.
• Build and maintain independent financial models and perform in-depth credit reviews for issuers under coverage.
• Recommend buy, hold and sell decisions based on fundamental credit analysis and relative value evaluation.
• 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 portfolio risks, exposures and performance drivers.
• Manage and allocate research work to less experienced teammates.
• Prepare documentation to 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.

Benefits

• As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior