Research Associate – Fundamental Equity (Education)
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.
Position Overview:
The Research Associate – Fundamental Equity will support the Fundamental Equity Large Cap Value investment team by assisting with monitoring, reviewing, and reconciling trade activity, maintain POS files, coordinate with support teams on client requests and presentations, and identifying relevant research and information used to evaluate existing and new stock recommendations.
What you'll do:
Monitor, review, and reconcile daily trading activity and maintain the team's POS file.
Coordinate with support teams on client requests, deliverables, and presentations, reviewing for accuracy and quality prior to PM review.
Assist with Proxy voting instruction and execution.
Monitor news, earnings reports, economic data, and market developments.
Increase investment team productivity through identifying relevant research and information on existing holdings and new stock recommendations.
Leverage new tools and technologies to enhance data retrieval and streamline the research process.
Maintain proprietary factor analysis/reports on the aggregate portfolio and individual stocks.
Assist in portfolio monitoring, risk analysis, performance attribution, and transition/portfolio positioning as needed.
Qualifications:
Bachelor's degree in finance, economics, or a related field. Progress toward the CFA designation is a plus.
Strong analytical and modeling skills.
Proficiency in Excel, PowerPoint, Bloomberg, FactSet, and other financial databases/tools.
Experience using or implementing research tools.
Exceptional written and verbal communication skills.
Ability to work independently and collaboratively in a team-oriented environment.
High attention to detail, intellectual curiosity, and a passion for investing.
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 $59,000 - $77,000, 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 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.
