Portfolio Manager Ii, Private Client

Wintrust

Base: $85,000 - $110,000; bonus/equity: eligible f...
Onsite
5-10 years credit analysis experience
Strong financial modeling ability
Knowledge of risk management and credit mitigants
The role involves managing a portfolio of client credit exposures across various industry classes while ensuring adherence to Wintrust Credit Policy

Job Summary

  • The role involves managing a portfolio of client credit exposures across various industry classes while ensuring adherence to Wintrust Credit Policy.
  • Candidates will collaborate with bankers to structure credit requests, assess deal strengths and weaknesses, and maintain updated credit research.
  • Wintrust offers comprehensive benefits including medical insurance, a 401(k) with company match, and an Employee Stock Purchase Plan.

Matching Summary

The role involves managing a portfolio of client credit exposures across various industry classes while ensuring adherence to Wintrust Credit Policy.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match

Skills & Requirements

Must-have

  • 5-10 years credit analysis experience
  • Strong financial modeling ability
  • Knowledge of risk management and credit mitigants

Nice-to-have

  • Experience in private client or middle market sectors
  • Proficiency with Microsoft Office and Excel
  • Strong relationship building skills

Key Requirements

  • Bachelor's degree in business administration, Finance, Accounting or related discipline
  • 5-10 years of credit analysis or commercial banking experience
  • Experience in private client, middle market, or CRE sectors

Work Rights

Not specified

Tailored Resume

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