Analyst, Family Office Advisory

Job Title

Work independently, under general supervision, on dynamic and experienced client teams, as well as with external clients and advisors. This position also interacts with internal partners, external client representatives, and client vendors, with the support of more experienced team members. Supports financial data integration and reporting for ultra-high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high-level advice. Assists and participates in related projects as requested.

Primary Responsibilities

Assist in the building, maintenance, and enhancement of the virtual family office platform, including financial and planning structure integration, data aggregation, and consolidated reporting through a leading technology solution

Ensure accuracy and integrity of financial data through auditing and reconciliation

Assist in maintaining digital storage of client documents and support portal functionality

Support team and client training to ensure effective and beneficial use of the digital platform

Assist in the provision of data and insights to investment advisors for foundational and complex investment analysis

Independently prepare customized financial reports tailored to family office relationships

Engage in effective verbal, written, and in-person communication with clients, external advisors, and internal partners

Assist in the overall delivery of the virtual family office platform service

Assist in cutting edge knowledge and support the improvement and implementation of existing and new processes related to family offices that enhance efficiency and effectiveness

Assist in departmental projects and continuous process improvement initiatives

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 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 in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 years' accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' accounting, audit, and/or financial institution experience

Strong verbal and written communication skills

Strong analytical skills

Strong critical thinking skills

Strong problem-solving skills

Strong attention to detail

Strong interpersonal skills and prior experience thriving in a collaborative team environment

Knowledge and application of Generally Accepted Accounting Principles (GAAP)

Excellent personal computer skills

Thorough knowledge of accounting/financial software as well as spreadsheet, word processing and database software

Education and Experience Preferred

Minimum of 3 years' accounting, audit and/or financial experience

Master's degree in Business Administration (MBA)

Certified Public Accountant (CPA)

Previous accounting work experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $59,500.00 - $99,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location: Wilmington, Delaware, United States of America