Wealth Client Portfolio Manager

Location: Wilmington, Delaware, United States of America

Company

M&T Bank provides banking and wealth management services, including investment portfolio management through Wilmington Trust.

What you will do

• Manage Desktop Managed Equity accounts and coordinate with Investment Advisors on tax budgets, equity strategies, and transition plans.
• Trade across client portfolios to move accounts toward appropriate multi-asset-class strategies.
• Monitor portfolios and tracking error in accordance with transition plans.
• Track executed trades and communicate trade activity to Investment Advisors in a timely manner.
• Follow risk, regulatory, internal control, and audit standards, escalating risk-related issues when necessary.

Requirements

• Bachelor’s degree and at least 2 years of investment-related experience, including internships; alternatively, 6 years of combined higher education and/or work experience.
• Knowledge of investment procedures, trading processes, investment platforms, and portfolio implementation.
• Ability to evaluate defined alternatives, contribute to decisions, exchange information regularly, and work within established controls.
• Ability to work in Wilmington, Delaware.

Nice to have

• Understanding of stocks, bonds, ETFs, SMAs, and mutual funds.
• Strong critical thinking and data synthesis skills for selecting and implementing investment strategies.
• Proficiency with Microsoft Office, financial software, and financial calculators.
• Interest in pursuing a career in asset management and ability to work effectively in a team.

Culture & Benefits

• Commitment to fair, competitive, and market-informed compensation.
• Work primarily within the assigned business unit.
• Responsibilities include supporting belonging and reflecting the M&T Bank brand.