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Portfolio Manager – Financial Management Services
Frost Bank
San Antonio, TX, United States
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Description
As a Portfolio Manager – Financial Management Services with Frost, you will be responsible for managing complex and highly profitable client portfolios with considerable independence. Responsibilities will include evaluating investment securities; analyzing economic data; implementing asset allocations, investment weightings, and security selections to reflect client objectives; executing and reviewing trades; developing business presentations, reports, and schedules for both internal and external use; marketing products and services to new prospects; and calling on prospects that have the potential to bring profitable relationships to the bank. The candidate will perform duties such as initiation of work on new accounts and/or assets, initiation of payments, coordination with operations and other specialty areas to perform necessary work, and monitoring results
Qualifications
Required:
• Bachelor's Degree in Business, Economics, or related discipline
• 10 years investment experience
• Strong portfolio management experience with at least 2-5 years security analysis experience and at least 5 years experience managing client relations and portfolios and/or pooled or mutual funds
• Proficient in Microsoft computer applications
• Excellent written and oral communication skills
Preferred:
• Master's Degree is Business, Economics, or related discipline
• Chartered Financial Analyst (CFA) designation