Trust Investment Associate

Wintrust Financial Corp.•Chicago, IL

35d•$42,000 - $55,000•Hybrid

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. The Trust Investments Associate provides comprehensive administrative support to a growing team of internal private banking and portfolio management professionals. Individuals in this role serve as primary point of contact for other inter-company operational teams across the organization. Additionally, persons in this role will serve as point of contact for a number of client relationships providing administrative, funds movement, and other servicing responsibilities. The Trust Investments Associate works closely with Trust Portfolio Managers in maintaining client relationships and supporting business development efforts, as well as participating in certain company initiatives.

Responsibilities

Managing Trust portfolios that are properly aligned with the Trust/client's investment objectives in accordance with The Chicago Trust Company investment philosophy and policy.
Meet 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.
Understand and articulate the firm's multi-asset strategies investment approach, asset allocation, investment process, and portfolio construction methodology.
Assist Portfolio Managers adherence to the firm's investment policy guidelines, asset allocation models, and approved securities lists.
Understand and follow The Chicago Trust Company's compliance guidelines in all aspects of conduct in the Trust Investments Associate role.
Trust Investment Committee Recording Secretary
Compilation and preparation of monthly reports
Prepare the monthly agenda
Attend meetings, take minutes and provide regular updates to Committee members
Staying current on economic and capital market information.
Assisting with required administrative duties such as: quarterly/annual reporting, maintaining and updating investment folders and documentation for client files, preparing Investment Policy Statements, and responding to various client requests.
Prepare client meeting materials and reports for Portfolio Managers.
Ensure data accuracy across numerous internal systems and applications.
Coordinate with clients' attorneys, accountants, and other professionals as needed.