12 days old

Financial Analyst - Investments

Wintrust Financial Corporation
Lake Forest, IL 60045
  • Job Code
    1901517
  • Jobs Rated
    37th

Financial Analyst

One of the most preeminent Chicago-based wealth management firms, Wintrust Wealth Management, seeks a Financial Analyst to join a leading team in its Lake Forest office.

To be successful in this role, you thrive in working in a fast-paced, client-driven and entrepreneurial team environment. You have a keen ability to establish and maintain relationships, learn quickly, work well under pressure and have the ability to multi-task and think analytically. Adherence to and knowledge of industry rules and regulations is imperative.

Responsibilities:

  • Provide a full range of client-facing services including answering and fielding client inquiries for account and portfolio information along with handling client requests.
  • Maintain knowledge of each account/family's unique requirements and sensitivities, including collaborative involvement in the progression of each client's ongoing financial plan.
  • Provide strategic advice across a variety of financial products and services (investments, debt management, cash management, insurance coverage, etc.).
  • Reviewing and compiling client data used in preparation of advisory reports, performance reporting and/or comprehensive financial plans.
  • Portfolio construction and implementation based on the Team's strategic calls and defined investment vehicle roster (including trading, monitoring and re-balancing).
  • Identify trends in financial/investment performance via ongoing asset class research and knowledge of investment solutions utilized throughout the practice (individual equities, preferreds, municipal/corporate bonds, mutual funds, ETFs and third-party managed solutions).
  • Identify candidates for advanced financial planning opportunities.
  • Trade execution, asset movement, report generation, cost basis evaluations, CRM maintenance and meeting prep support.
  • Support the Team's consultative process by staying abreast of current trends and laws within our industry.

Education:

    • Bachelor's degree in Finance, Economics, Accounting, or Business Administration required.
    • CFP required.

      Other requirements:

    • 5 years of experience in investment management and/or financial services with an exemplary record
    • Investment research skills
    • Conduct business with accuracy, attention to detail, and the ability to explain complex information clearly and simply
    • Tax and investment knowledge
    • Working knowledge of Microsoft Word, Excel and Outlook
    • Previous experience with financial planning software (eMoney, Morningstar, Bloomberg a plus)

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

Please forward resumes and cover letters to Director of Human Resources and Recruiting, Jelena Jovovic, at jjovovic@wintrustwealth.com .





Jobs Rated Reports for Financial Analyst

Posted: 2019-11-25 Expires: 2019-12-24
Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Financial Analyst - Investments

Wintrust Financial Corporation
Lake Forest, IL 60045

Join us to start saving your Favorite Jobs!

Sign In Create Account
Financial Analyst
37th2018 - Financial Analyst
Overall Rating: 37/220
Median Salary: $84,300

Work Environment
Good
55/220
Stress
Medium
97/220
Growth
Fair
90/220
Powered ByCareerCast