What are the responsibilities and job description for the Director – Large Cap Equity Analyst, Fundamental Equity position at wintrust?
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 12 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 What you’ll do: Conduct fundamental research, analyze, and generate actionable investment recommendations on Large Cap Consumer and Media stocks, covering all aspects of assigned sector(s) for Large Cap Core and Large Cap Value strategies, whose goal is to outperform their respective benchmarks. Note: the total AUM of the strategies is approximately $10 billion. Collaborate with Portfolio Managers and other analysts across sectors to assess company-specific and broader portfolio implications. Interact with company management teams and sell-side analysts to assist in investment decision making. Review, analyze, and present daily news and opinions on large cap stocks in assigned sector(s). Maintain current research and investment documentation of business fundamentals of covered companies in assigned sector(s). Maintain familiarity and compliance with client and firm investment guidelines. Maintain broader perspective about investing and macroeconomic climates. Participate in client and consultant due diligence meetings and prospect/finals presentations as needed. Assist in making quarterly and other presentations on product performance to sales and marketing colleagues. Assume other duties as requested or assigned. Qualifications: 10 years of experience in equity research in the Consumer and/or Media sector(s). Bachelor’s degree in Finance, Economics, or related field required; MBA, CFA, or equivalent preferred. Proven track record of alpha generation/performance ideally documented through portfolio attribution with demonstrable investment acumen across the Consumer and Media sectors. Strong verbal/written communication and presentation skills along with an ability to analyze, explain, and discuss sophisticated investment products and investment strategies with both other investment team members as well as current and future clients, consultants, and external research teams. Excellent interpersonal and influencing skills and the ability to work both independently and collaboratively in a team-oriented environment. Willingness to learn from others as well as confidence in ability to convey conviction about his/her ideas. High degree of integrity, initiative, results orientation, and entrepreneurial attitude. Strong computer skills including MS Word, Excel, PowerPoint, and comfort with technology; Bloomberg and/or FactSet. Specialized computer knowledge 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 $175,000 - $250,000, 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 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 provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots. 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.
Salary : $175,000 - $250,000