Portfolio Manager Ii, Private Client

Wintrust

Rosemont, Illinois, United States
Base: $85,000 - $110,000; bonus/equity: eligible f...
Onsite
5-10 years credit analysis experience
Strong analytical and financial modeling ability
Knowledge of risk management and credit mitigants
Wintrust is seeking a Portfolio Manager II in Private Client to manage and monitor client credit exposures while ensuring adherence to credit policies. The role requires strong analytical skills and client service abilities, with a focus on collaboration with bankers and guiding junior team members

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

Matching Summary

Match Score: 85

Wintrust is seeking a Portfolio Manager II in Private Client to manage and monitor client credit exposures while ensuring adherence to credit policies. The role requires strong analytical skills and client service abilities, with a focus on collaboration with bankers and guiding junior team members.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible for annual bonus; Benefits: Comprehensive medical, dental, vision, 401(k) match, and more

Skills & Requirements

Must-have

  • 5-10 years credit analysis experience
  • Strong analytical and financial modeling ability
  • Knowledge of risk management and credit mitigants
  • Experience in private client or middle market sectors
  • Proficiency in advanced Excel modeling

Nice-to-have

  • Strong client service skills
  • Relationship building capabilities
  • Mentoring and team development experience
  • Innovation and efficiency improvement mindset
  • Cross-selling efforts participation

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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