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Objective of Position :

The Wealth Management Portfolio Analyst is responsible for performing a broad range of administrative and portfolio-management support functions aimed at delivering high-quality, pro-active client service and investment execution for numerous client relationships. The support functions include preparing and coordinating portfolio-review and presentation materials used in client meetings, researching, and responding to service requests and administrative inquiries in a timely manner, communicating follow-up and outcomes effectively to internal staff and clients, resolving operational issues, tracking securities trade activity, and actively monitoring and updating compliance and account documentation.

Duties and responsibilities:

• Assists in the preparation of portfolio reviews, performance reports and market-outlook presentation materials for client meetings and client communication. Takes ownership of timely and thorough material completion, oftentimes for multiple family relationships under tight deadlines.

• Performs a range of operational and administrative functions aimed at supporting Portfolio Managers book of business. Addresses internal and external service requests diligently.

• Takes ownership of all compliance-related functions and follow-up procedures. Consults with Portfolio Managers on action items and communicates with clients to address documentation requirements, including investment-objective confirmation forms and investment-responsibility letters.

• Participates in client meetings with Portfolio Managers and other members of the client-service team, including trust advisors, private bankers and/or wealth planners. Develops a clear understanding of client-specific needs, preferences, and expectations.

• Monitors Portfolio Managers books of business in their absence and takes follow-up steps as appropriate. Assists in special projects and team assignments as requested.

• Assists in client-specific Wealth Management meetings which includes data gathering and processing, and virtual-meeting set-up and delivery.

• Develops a thorough understanding of Byline’s Wealth Management philosophy, platform, asset-allocation strategy, and investment fulfillment vehicles. Develops an ability to articulate and present market developments effectively.

• All other duties as assigned.

Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Qualifications:

• Bachelor's degree or equivalent in business, finance, economics or related field, preferred.

• CFA®, CFP®, or similar professional designation, or pursuing an advanced degree (M.B.A.), preferred

• 1+ year of investment-focused experience or client-service experience in the financial-services industry

• A foundational understanding of financial markets and market trends, and passion for investments and investing. Knowledge of investment products, services, and terminology, usually obtained through prior experience or academic studies, are imperative.

• Excellent oral and written presentation skills

• Strong analytical, organizational and problem-solving skills

• Proficiency in MS Office suite of product, with advanced fluency in Excel and PowerPoint

• Excellent time management skills and ability to plan and set priorities. This role is critical to our clients’ service experience understands the importance of accuracy and timeliness in daily workflows

PHYSICAL DEMANDS/WORK ENVIRONMENT :

Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.

Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels.

The salary range for this position is $58,900 to $73,700. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, Byline Bank offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with Byline Bank, you’ll find a far-reaching choice of benefits and incentives.

Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you require a reasonable accommodation, during any part of the application process, please contact the human resources department to let us know the nature of your request by contacting 773.475.2900.

Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.