Portfolio Manager II, Community Development

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich.,

and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

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 annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement to name a few Family-friendly work hours Promote from within culture

Portfolio Manager II – Community Development

The Portfolio Manager II, Community Development will support the ongoing portfolio management of the Bank's community development investment platform, including Low-Income Housing Tax Credit (LIHTC) investments, New Markets Tax Credit (NMTC) investments, Community Development Financial Institution (CDFI) and equity-equivalent (EQ2s) investments, Small Business Investment Company (SBIC) funds, and other CRA-eligible investments. This position offers the opportunity to play a central role in advancing the Bank's community development strategy while supporting investments that create affordable housing, drive economic development, and deliver meaningful community impact.

What

You'll Do

Underwrite and analyze community development investment opportunities, including LIHTC multi-investor funds, direct NMTC investments, CDFI loan pools, EQ2 investments, SBIC funds, and other mission-driven investments. Perform detailed financial, credit, and risk analysis of fund managers, syndicators, developers, sponsors, and underlying assets to assess investment viability and identify key risks. Independently prepare comprehensive investment opportunity and credit approval packages that clearly articulate transaction structure, sponsor qualifications, financial performance, investment risks, CRA impact, and recommendation rationale.

Independently analyze credit and financial information of property and individuals to determine the degree of risk associated with the extension of credit. Complete annual reviews, portfolio monitoring reports, risk rating assessments, and covenant compliance analyses for existing investments. Oversee documentation and ongoing monitoring of asset and client performance. Work with external and internal business partners on the review of partnership agreements, operating agreements, subscription documents, fund documents, legal opinions, and other transaction-related closing documentation Review credit approval memorandums and attorney-prepared closing documents for new and renewed investments to ensure compliance and adherence to the approval guidelines.

Interact with lending and investment staff, deal teams and clients in a welcoming and professional manner.

Qualifications

Qualifications Bachelor's degree (Business, Finance, Accounting, or Economics preferred). Strong understanding of general credit and risk principles, and banking…