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Portfolio Manager
Frost Bank
San Antonio, TX, United States
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Description
As a Portfolio Managerwith Frost, you will be responsible for managing assets within the proprietary strategies developed by Frost Investment Advisors, LLC. Responsibilities will include managing and supervising deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits specific client objectives; providing guidance and oversight to the operations through participation in assigned committees; participating in testing and evaluation of Investment Advisor operations to ensure that the advisor continues to satisfy its responsibilities to clients; mentoring and providing guidance to lower level staff; and assisting with business development efforts for Frost. The candidate will contribute to the asset review committee, analyzing assets for inclusion on the investment approved list.
Qualifications
Required:
• Bachelor's Degree in an appropriate discipline
• Series 65 registration or attainment within 90 days of employment (acceptable exemptions include Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certification).
• 5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at an investment adviser or financial services organization
• Thorough understand 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 effectively under pressure
• Ability to work independently as well as in a team environment
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications
Preferred:
• Master’s degree in an appropriate discipline
• Chartered Financial Analyst (CFA) or other financial industry designations
• Experience with industry tools such as Advent, Bloomberg, and FactSet
• Experience making public presentations