Investment Associate – GLA

Wintrust•Chicago, IL

3d•$42,000 - $55,000

About The Position

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 LLC, 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: The Investment Associate provides administrative support to a growing team of internal financial planning and portfolio management professionals. Persons in this role will serve as point of contact for several client relationships providing administrative, funds movement, and other servicing responsibilities. Investment Associate works closely with WPC Portfolio Managers in maintaining client relationships and supporting business development efforts, as well as participating in certain company initiatives. Furthermore, this individual will support the financial planning team to input client information and help develop comprehensive financial plans.

Requirements

Bachelor’s degree or equivalent
0-3 years of related experience
Understands fundamental concepts

Responsibilities

Assisting in managing investment portfolios that are properly aligned with the client’s investment objectives in accordance with investment policy statement.
Meeting with internal partners and clients to review client objectives and assist in deploying appropriate portfolio management strategies specific to client goals, risk tolerances and time horizon.
Assist Portfolio Managers adherence to the firm’s investment policy guidelines, asset allocation models, and approved securities lists.
Staying current on economic and capital market information.
Prepare client meeting materials and reports for Portfolio Managers
Gain expertise in LPL Client Works, Black Diamond, APX systems
Gain understanding and learn to articulate the firm’s multi-asset strategies investment approach, asset allocation, investment process, and portfolio construction methodology.
Assisting with inputting client data into eMoney software and work to build out comprehensive financial plans.
Assist Senior Wealth Planner in delivering plans.
Collaborate with clients in building links to external and internal financial accounts.
Leverage eMoney vault for client document storage.
Collect financial statement information from clients and prospects.