Portfolio Manager Ii, Private Client

Wintrust

Chicago, IL, United States
$85,000 - $110,000; bonus eligible; medical, denta...
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

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

$85,000 - $110,000; Bonus eligible; Medical, Dental, Vision, 401(k) with match, ESPP

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

Nice-to-have

  • Relationship-focused service
  • Proactive client servicing
  • 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 sector
  • Strong understanding of risk management
  • Proficiency using Microsoft Office software products including advanced Excel modeling skills

Work Rights

Not specified

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