Senior Portfolio Manager

Senior Portfolio Manager page is loaded## Senior Portfolio Manager locations:
San Antonio, TX - Downtown time type:
Full time posted on:
Posted Todayjob requisition :
R260544#
** Job Description
***** It’s about building something real.
*** 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.
** Who you are:
** As a
** Senior Portfolio Manager
** with Frost Wealth Management,
* you* will be responsible for independently managing assets within the proprietary strategies developed by Frost Wealth Management. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
*
* What you’ll do:

*** 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
*
* What you’ll need:

*** 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 Fact Set
* Experience making public presentations
** Our 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 insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.#

Our Most Important Relationship Starts Here Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package.

Frost was named to
** Forbes
* * magazine's list of the Best Employers.
** Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.*
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