Portfolio Manager Ii, Private Client

Wintrust Financial Corporation

Base: $85,000 - $110,000; bonus/equity: eligible f...
Onsite
5-10 years credit analysis experience
Strong financial modeling ability
Risk management and credit mitigants knowledge
Wintrust Financial Corporation is seeking a Portfolio Manager II for its Private Client division, responsible for managing client credit exposures and underwriting credit requests. The role emphasizes relationship management, financial analysis, and adherence to credit policies, with a supportive culture that values employee development and community engagement

Job Summary

  • The role involves managing a portfolio of client credit exposures across various industry classes and ensuring adherence to Wintrust Credit Policy.
  • Candidates will collaborate with bankers to underwrite credit requests, conduct in-depth financial analyses, and assign accurate risk ratings.
  • The position offers competitive compensation including an annual bonus and comprehensive benefits such as medical insurance and a 401(k) match.

Matching Summary

Match Score: 85

Wintrust Financial Corporation is seeking a Portfolio Manager II for its Private Client division, responsible for managing client credit exposures and underwriting credit requests. The role emphasizes relationship management, financial analysis, and adherence to credit policies, with a supportive culture that values employee development and community engagement.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, dental, vision, life, 401(k) match, FSA, ESPP

Skills & Requirements

Must-have

  • 5-10 years credit analysis experience
  • Strong financial modeling ability
  • Risk management and credit mitigants knowledge
  • Experience in private client or middle market sectors
  • Proficiency in advanced Excel modeling

Nice-to-have

  • Strong relationship building skills
  • Mentoring junior team members
  • Cross-selling efforts participation
  • Innovation and efficiency improvements
  • Regulatory exam response experience

Key Requirements

  • Bachelor's degree in business, finance, or accounting
  • 5-10 years of credit analysis or commercial banking experience
  • Sector experience in private client, middle market, or CRE

Work Rights

Not specified

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