Portfolio Manager Ii, Private Client

BankEvergreenPark

Chicago, IL, United States
Base: $85,000 - $110,000; bonus/equity: eligible t...
On-site
Credit risk management
Financial analysis
Client relationship 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.
  • Collaborates with bankers and other business teams to meet client credit requests, in adherence with Wintrust Credit policy.
  • Trains, mentors, and develops Analysts and other junior members of the team.

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, 401(k) with company match, and more

Skills & Requirements

Must-have

  • Credit risk management
  • Financial analysis
  • Client relationship management
  • Credit policy adherence
  • Risk rating analysis

Nice-to-have

  • Proactive risk mitigation
  • Cross-selling efforts
  • Mentoring junior team members
  • Innovation and efficiency improvements

Key Requirements

  • Bachelor's degree in business administration, Finance, Accounting or related discipline or equivalent experience
  • 5-10 years of credit analysis or commercial banking experience
  • Experience in private client, middle market or CRE sectors
  • Proficiency in Microsoft Office, including advanced Excel modeling
  • Familiarity with Moody's analytics

Work Rights

Not specified

Tailored Resume

Cover Letter