Senior Portfolio Manager - Sponsor and Fund Finance (Sales)
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
The Senior Portfolio Manager is responsible for managing a portfolio of credit relationships across the following groups: Private Equity Sponsor Finance, Fund Finance, and Financial Markets. In this role, you will oversee the gathering, analyzing, and underwriting business for the purpose of issuing, extending, amending, reviewing, monitoring and testing a commercial credit facility. The Sr. Portfolio Manager liaises between all parties to ensure timely and efficient analysis that meets the expectations of the Borrowers, Lenders, and Administration Team.
What You'll Do
Oversee the underwriting of a wide variety of transaction types including leveraged buyouts, dividend recapitalizations, refinancings, amendments, and modifications to credit facilities
Manage financial modeling and enterprise valuation work for new and existing credit relationships
Manage an assigned portfolio of commercial relationships that generally have $20M to $150M in revenue in partnership with the relationship manager
Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank
Comply with all bank policies and procedures as well as applicable state and federal regulations
Qualifications
Bachelor's degree in business administration, finance, accounting, or related discipline
Minimum 8 years' commercial credit experience with several years in leveraged lending preferred
Thorough understanding of risk management and credit mitigants
Knowledge risk ratings analysis, corporate finance and/or research
Strong analytical and financial modeling abilities
Exceptional verbal and written communication skills
Strong interpersonal skills with a proven ability establishing client relationships
Proficiency using Microsoft Office products including advanced Excel modeling skills
Familiarity with Moody's analytics
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $100,000-$130,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
