Portfolio Manager Ii, Private Client

Wintrust

Chicago, IL, United States
Base: $85,000 - $110,000; bonus/equity: eligible t...
On-site
Credit analysis
Commercial banking experience
Risk management
Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis

Job Summary

  • Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis.
  • Ensures adherence to the Wintrust Credit Policy and underwriting practices, including: risk philosophy, risk appetite and lending strategies.
  • Provides a cohesive and comprehensive approach to review ratings, risk assessment, portfolios, clients and industries in assigned sector.

Matching Summary

Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Credit analysis
  • Commercial banking experience
  • Risk management
  • Financial modeling
  • Client service skills
  • Advanced Excel modeling

Nice-to-have

  • Relationship-focused service
  • Proactive risk mitigation
  • Cross-selling efforts
  • Innovation and efficiency improvements

Key Requirements

  • Bachelor's degree in business administration, Finance, Accounting or related discipline or a combination of education and experience
  • 5-10 years of credit analysis or commercial banking experience
  • Experience in private client, middle market or CRE sectors
  • Familiarity with Moody's analytics

Work Rights

Not specified

Tailored Resume

Cover Letter