Senior Portfolio Analyst
$28.21/h-$30.77/h
a day ago
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OnsiteFull-timeMid
Summary
Wintrust Life Finance is seeking a Senior Portfolio Analyst to join their team in Newark, NJ. The role involves coordinating with internal and external parties to ensure pledge assets meet the needs of the company and customers.
About the Role
As a Senior Portfolio Analyst, you will assist in ensuring timely receipt and entry of brokerage statements, guide Portfolio Analysts in retrieving missing value statements, and maintain accurate Portfolio Management reporting. You will leverage internal reporting tools to identify data discrepancies, review collateral values, and manage custody of collateral items. Additionally, you will support the Multi-Life Loan Program and ensure compliance with company guidelines.
About You
Required:
- Bachelor's degree preferred
- 2-3 years of experience in Financial Services or Insurance industries
- Attention to detail
- Intermediate Excel skills
- Experience with Microsoft Suite
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
Wintrust Life Finance
Wintrust Life Finance, a subsidiary of Wintrust Financial Corporation, together with its banking affiliates, is the largest traditional life insurance premium finance lender in North America. With more than $5.9 billion in outstanding life insurance premium finance loans originated by Wintrust Life and its banking affiliates, Wintrust Life’s lending programs enable high net worth clients and corporations to obtain the life insurance they need while retaining their assets for other investment opportunities.
Newark, NJ