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Investment Strategy Associate

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096 Wilmington Trust Investment Advisors Inc.

Radnor, PA (In Person)

$142,300 Salary, Full-Time

Posted 5 weeks ago (Updated 5 weeks ago) • Actively hiring

Expires 5/28/2026

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Job Description

Overview:
This position is responsible for researching and building investment strategies as part of the Asset Management research and thought leadership function of Wilmington Trust.
Primary Responsibilities:
Work with senior members to research and start to build monthly strategy content for the Investment and Portfolio Management Committees. Develop and update supporting material and analyses for calls or meetings with client-facing Advisors, subject to review of more experienced Strategists. Proactively research pertinent investment strategy topics by summarizing and/or recreating analyses from research providers and academic literature. Independently develop investment charts and research for written investment materials as part of the Investment Strategist team to advise clients. Collaborate with senior members on written investment-related content for internal or external audiences. 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 a culture of 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:
The position supports the Investment Strategist team in providing research, data and strategies that reflect the best thinking of Wilmington Trust and in support of Wealth clients.
Supervisory/Managerial Responsibilities:
Not Applicable Education and Experience Required:
Bachelor's degree and a minimum of 3 years' analyst 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' analyst experience
Education and Experience Preferred:
CFA (Chartered Financial Analyst) designation or progressing toward obtaining it Knowledge of capital markets or investment management industry experience #LI-LA1 #wilmingtontrust M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Radnor, Pennsylvania, United States of America Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. 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. Our core values - integrity, ownership, collaboration, curiosity, and candor - drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T's Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice

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