Associate II - Portfolio Manager, Multi Asset Strategy

Wintrust Financial Corporation; Chicago (IL); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

Disability Insurance

401(k) with company match

Parental Leave

Employee Assistance Program (EAP)

Employee Stock Purchase Plan (ESPP)

Job summary

Wintrust Financial Corporation's Great Lakes Advisors, LLC seeks an experienced Associate Portfolio Manager for our Multi-Asset Strategy team in Chicago. You will contribute to investment program implementation, research, and trading across asset classes.

Responsibilities include creating daily trade activities, due diligence, and executing model changes in Advent/Moxy/Genesis, plus analysis of performance and risk.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 2–7 years of portfolio management, financial advisory, trading, or investment consulting experience.
• Experience with Morningstar Direct, Bloomberg, Macrobond, and Advent fulfillment platforms.

Responsibilities

• Create daily and periodic account and strategy-wide trade activities such as rebalancing and client implementations.
• Assist with due diligence and presentation of investment recommendations to the Multi-Asset Strategy team.
• Execute model changes in trading systems (Advent Moxy, Advent Genesis, Security APL, Eze OMS) and track impacts on client accounts.
• Review orders with portfolio managers and evaluate trading impact on investment strategies.
• Analyze investment performance and risks across multiple asset classes as part of proprietary research.
• Support risk management and asset allocation strategies for multi-asset portfolios.
• Monitor portfolios to ensure compliance with firm policy and client restrictions.

Skills

Team player

Deadline driven

Self-motivated

Education

Bachelor’s degree in Finance or Economics

Tools

Morningstar Direct

Bloomberg

Macrobond

Advent Moxy

Advent Genesis

Security APL

Eze OMS

SQL

Advent APX

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLCTA, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.

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 discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture.

Position Overview

Great Lakes Advisors, LLC is seeking an experienced Associate Portfolio Manager for our Multi-Asset Strategy investment team. This position will contribute to the successful implementation of investment decisions and programs for our Multi-Asset Strategy investment team. Our Multi-Asset Strategy portfolios utilize a combination of both internal and external investment management strategies across asset classes in an open architecture structure. The role will involve research, analysis, and trading of multi-asset portfolios.

What you’ll do:

• Create daily and periodic account and strategy-wide trade activities including rebalancing, new client implementations and cash flows.
• Assist with analysis and investment due diligence on both existing and prospective investments, including the presentation of recommendations to the Multi-Asset Strategy team.
• Execute model changes for multiple trading strategies on the firm’s trading and portfolio management systems including Security APL, Advent APX, Moxy, and Genesis along with Morningstar Direct and proprietary SQL databases.
• Review orders and trading activity with portfolio managers and assist with the evaluation of the impact of trades on client accounts and investment strategies.
• Work with the Multi-Asset Strategy team members to analyze the investment performance and risks of multiple asset classes as they conduct proprietary research on asset allocation strategies and portfolio construction techniques.
• Analyze and support execution of risk management and asset allocation strategies for multi-asset portfolios.
• Assist client portfolio managers with the monitoring of portfolios to ensure compliance with firm policy and client provided investment restrictions.
• Champion and enhance organizational initiatives that ensure data integrity and other process improvements for increased efficiencies to portfolio management and trading processes.

Qualifications:

• Bachelor’s degree, ideally in Finance, Economics, or a related field
• 2-7 years of experience in portfolio management, financial advisory, trading, and/or investment consulting roles.
• Experience with the following systems: Microsoft Excel, Morningstar Direct, Bloomberg, Macrobond, and Advent.
• Experience with SQL, Microsoft Access or other databases is a plus.
• Experience working with trading applications including Advent Moxy, Advent Genesis, Security APL, and Eze OMS.
• Ability to work within deadlines and prioritize projects.
• A self-motivated worker that is an excellent team player.

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 $85,000 - $110,000, 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.

#LI-HYBRID

Company Culture and Diversity

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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.

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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.