Job Location: Chicago, IL
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, The Chicago Trust Company N.A., 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 $50 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive bonus eligible
- Comprehensive benefits 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
- Promote from within culture
Why join this team?
- We are a growing team with a fast-paced, collaborative, team-centric, positive culture
- We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
- Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
- We hold ourselves accountable to high standards, share wins, and operate ethically
What You’ll Do
- Deliver on project-based, and ad-hoc data analysis and reporting requests
- Compile complex data sets from various source systems
- Assist with data governance initiatives, identifying and documenting key data elements and source systems
- Performs data quality control checks and validation processes on housed data
- Follow procedures for data preparation and analysis, including data standardization, cleansing, and validation
- Educate front line data entry individuals on data quality standards required for effective database management
- Create various exception and control reports to improve the quality of data
- Monitor the receipt and transfer of data to/from third parties and internal sources, ensuring that ETL processes are timely and accurate.
- Work with existing team members to continuously evaluate and improve upon the technology and methodologies utilized
- Discover, troubleshoot, and resolve errors and discrepancies in data and report issues to impacted stakeholders
- Perform data analysis in support of strategic initiatives
- Identify, analyze and interpret patterns in complex data sets
- Prepare ad-hoc reporting and analysis for various functional areas within the organization
- Maintain monthly, quarterly, and annual data reports for various firm functions that are available on-demand through self-service reporting portals and tools
Qualifications
- Bachelor’s Degree in Computer Science, Engineering, Mathematics, or Finance
- 1-3 years of experience developing in SQL, C#, or Python
- 1-3 years of experience with database management and analysis (data profiling, data architecture, data governance)
- 1-3 years of experience developing and maintaining ETL processes
- 1 – 3 years of experience working with data visualization tools (PowerBI, Tableau, Qlik, etc.)
- Exceptional interpersonal skills and the ability to partner with different functional areas across an organization
- Experience with translating business objectives into technical requirements
- Ability to multi-task and meet deadlines
- Displays ethics, integrity, and professionalism at all times
- Excellent communication skills, both verbal and written
- Detail-oriented, with expert problem-solving capabilities
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
E.O.E
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 be Chicago’s Bank® and Wisconsin’s Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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