Portfolio Manager Ii, Private Client

Wintrust Financial Corporation

Chicago, IL, United States
Base: $85,000 - $110,000; bonus/equity: eligibilit...
On-site
Manage client credit exposures
Underwrite credit requests
Adhere to wintrust credit policy
Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis, and underwrites credit requests including new, renewals and modifications

Job Summary

  • Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis, and underwrites credit requests including new, renewals and modifications.
  • Collaborates with bankers and other business teams to meet client credit requests, in adherence with Wintrust Credit policy, and monitors portfolio to accurately assign risk ratings to clients and facilities.
  • Trains, mentors, and develops Analysts and other junior members of the team, while helping to drive and support innovation and continuous efficiency improvements.

Matching Summary

Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis, and underwrites credit requests including new, renewals and modifications.

Salary

Base: $85,000 - $110,000; Bonus/Equity: eligibility 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

  • Manage client credit exposures
  • Underwrite credit requests
  • Adhere to Wintrust Credit Policy
  • Analyze financial structures and scenarios
  • Communicate risk and return
  • Monitor portfolio risk ratings
  • Collection of required client reporting

Nice-to-have

  • Relationship-focused service
  • Proactively identify and mitigate credit risk
  • Cross-selling efforts
  • Drive 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
  • Strong understanding of risk management and credit mitigants
  • Knowledge risk ratings analysis, corporate finance and/or research
  • Strong analytical and financial modeling ability
  • Proficiency using Microsoft Office software products including advanced Excel modeling skills
  • Familiarity with Moody's analytics

Work Rights

Not specified

Tailored Resume

Cover Letter