Analyst, Family Office Advisory

Overview

Work independently, under general supervision, on dynamic and experienced client teams and with external clients and advisors. This position interacts with internal partners, external client representatives, and client vendors to support financial data integration and reporting for ultra‑high net worth family office clients, assisting with superior client service, better organization and education of clients, and providing high‑level advice.

• Assist in building, maintaining, and enhancing 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.
• Maintain digital storage of client documents and support portal functionality.
• Support team and client training to ensure effective and beneficial use of the digital platform.
• Provide 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 overall delivery of the virtual family office platform service.
• Support cutting‑edge knowledge and improve and implement new processes related to family offices to 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 and any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

• Bachelor’s degree in Accounting, Finance, or related field with significant accounting coursework, and a minimum of 1 year’s accounting, audit, and/or financial institution experience.
• In lieu of a degree, a combined minimum of 5 years of higher education and/or work experience, including a minimum of 1 year’s accounting, audit, and/or financial institution experience.
• Strong verbal and written communication skills.
• Strong analytical, critical thinking, and problem‑solving skills.
• Strong attention to detail and interpersonal skills.
• 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.

• 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.

Wilmington, Delaware, United States of America

The pay range for this position is $59,500.00 - $99,100.00 annual (USD).

Competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

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.