Overview:

Manages and participates in compiling, developing, updating and analyzing economic, market and performance data across all asset classes, including equity, fixed income, bonds and alternatives, both domestically and internationally, to support long-term Strategic Asset Allocation and monthly Tactical Asset Allocation decisioning by the Investment Committee to ensure the business is acting in the clients' best interests, while minimizing risk to the organization.

Primary Responsibilities:

• Organize and facilitate monthly Tactical Asset Allocation (TAA) process of the Investment Committee (IC), inclusive of quantitative major macroeconomic forecasts from the Chief Economist, projections of asset class returns from Heads of Equities and Fixed Income and other subject matter experts and optimized portfolios from Head of Asset Allocation.
• Facilitate the investment process inclusive of long-term Strategic Asset Allocations (SAA) and monthly TAA adjustments of client portfolios relative to the SAA, understand potential gaps and ensure a smooth and linear investment experience for the Investment Committee, particularly regarding their tactical outputs and subsequent expression in client portfolios.
• Ensure incorporation of the client-facing Investment Advisor (IA) perspective in Investment Committee decisions and an understanding of impacts of Asset Management decisions on their functions, inclusive of implementing changes to portfolios through trade execution, explaining portfolio changes to clients and communicating portfolio performance to clients.
• Ensure all members of the Investment Committee understand key inputs and decision points related to the TAA process, including reaching out to certain members each month, and considering portfolio performance resulting from past decisions, to enable informed decisions to be made on current decisions. Provide timely performance updates to IC members, including ensuring performance metrics in all books are current.
• Surveil all key events impacting markets in the US and globally and synthesize these events into our outstanding core narrative, inclusive of reading third party market and economic commentaries and distributing these to all IC members for their information.

Scope of Responsibilities:

Attend weekly meetings of Fixed Income and Equity teams to remain current on their markets. Produce a high volume of internal and client-related material, including monthly client Capital Perspective (CP) letters, to relate topical developments to our core narrative. Manage all CP content from a content perspective, with at least one blog post weekly, to maintain continued communication with clients.Work closely with Chief Economist and Head of Asset Allocation to incorporate our long-term economic and market views into our investment framework, with constant consideration of our long-term strategic and tactical views and when revisions are required.Play an integral role within delivery of our investment planning platform, ensuring our short and long-term views related to returns appropriately find expression within that framework to help clients structure their portfolio based on individual risk tolerance. Manage Asset Management's relationship with Marketing to support the creation of client-related publications, communications and marketing material.Engage in frequent in-person or telephonic interactions with current and prospective clients, in conjunction with others, to explain the firm's overall value add within the investment space as well as our core narrative.Develop all regular and special investment-related communications to clients, including investment commentaries and client calls.Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.Promote an environment that supports diversity 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.

Education and Experience Required:

Bachelor's degree and a minimum of 10 years' equity, fixed income, alternatives, portfolio management and/or investment strategist experience.Detailed understanding of the entire investment process.Knowledge of all asset classes, including equity, fixed income and alternatives.Proficiency with personal computers as well as pertinent spreadsheet software.Strong analytical skills.Strong organizational skills.Strong verbal and written communication skills.Proven modeling skills.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 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