Portfolio Manager Ii, Private Client

Wintrust

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

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 meet credit requests, conduct in-depth financial analyses, and assign accurate risk ratings to transactions.
  • Wintrust offers comprehensive benefits including medical, dental, vision, life insurance, and a 401(k) with company match.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Experience in private client or middle market sectors
  • Strong client service and relationship building skills
  • Ability to mentor junior team members

Key Requirements

  • Bachelor's degree in business administration, Finance, Accounting or related discipline
  • 5-10 years of credit analysis or commercial banking experience
  • Proficiency using Microsoft Office software products including advanced Excel modeling skills

Work Rights

Not specified

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