Associate Portfolio Manager

Responsibilities:

• Assist the Fixed Income Team in credit analysis including IG, MBS, and Muni bonds, eventually leading the process.
  
• Assist in the preparation and review of client quarterly performance and reporting documents in cooperation with Operations personnel.
• Assist the Fixed Income Team in the on-going management of institutional and Private Wealth portfolios.
• Assist the Fixed Income Team in the monitoring and rebalancing of client portfolios on a timely basis according to client investment objectives and firm portfolio model guidelines and investment strategy.
  
• Assist in executing security transactions across asset classes and securities.
• Position is designed to lead to Portfolio Manager and Senior Portfolio Manager positions.
  

Qualifications
Requirements:

• Bachelor’s degree in Business, Finance, or related field is required.
• MBA, CFA or experience in working with Portfolio Managers is preferred.
• Highly proficient in Microsoft Office suite (Excel, Word, Outlook, PowerPoint, etc.), Bloomberg, Advent/Axys.
  
• Demonstrated ability to work in a team environment.
  

Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer.

Job
: Asset Management
Primary Location
: US-IL-Chicago
Organization
: NonBank – Great Lakes Advisors
Job Posting
: Jan 31, 2018
Recruiter
: Kelly Hanley