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Senior Portfolio Manager

External
frostbank logoFrostbank · Austin, TX
Full-timeOn-site1w ago
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Responsibilities

  • Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits specific client objectives
  • Provide guidance and oversight regarding department operations through participation in assigned committees
  • Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to clients
  • Supervise and mentor lower level staff to ensure that their development progresses satisfactorily (this may not apply to all positions)
  • Assist with business development efforts for Frost
  • Contribute to the asset review committee, analyzing assets for inclusion on the investment approved list
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

  • Bachelor's degree in an appropriate discipline
  • 10+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or other financial services organization
  • Thorough understanding of financial market/security types concepts and the ability to communicate concepts to clients
  • Experience managing and/or advising on multi-asset class portfolios.
  • Strong analytical skills
  • Strong problem solving skills and attention to detail
  • Ability to multi-task and work efficiently under pressure
  • Ability to work independently as well as in a team environment
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications
  • Broad understanding of alternative asset classes
  • Additional Preferred Skills:
  • Master's degree in an appropriate discipline
  • Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry designation
  • Experience with industry tools such as Fitek , Bloomberg, and FactSet
  • Experience making public presentations

Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:Medical, dental, vision, long-term disability, and life insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!Health insuranceDental insuranceVision insurance401(k)Performance bonus

Additional Information

Job Description It's about building something real. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-orientated mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the Senior Portfolio Manager with Frost Wealth Management could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.

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