12 days old

Financial Analyst - Investments

Wintrust Financial Corporation
Lake Forest, IL 60045
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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.


  • 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.


    • 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
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Financial Analyst - Investments

Wintrust Financial Corporation
Lake Forest, IL 60045

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

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