Wealth Portfolio Management Analyst I

Frost • Dallas, TX

2d

About The Position

It’s about process, progress, and people. Are you known for your attention to detail and exceptional organizational skills? Do you have a knack for moving things forward? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Wealth Portfolio Management Analyst I with Frost 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. Who you are: As a Wealth Portfolio Management Analyst I with Frost, you are our quality control. In this role, you will be responsible for analyzing portfolio performance and holdings to ensure that accounts adhere to our strategic objectives. You are a self-starter and take the initiative to efficiently compile and present portfolio data to make investment recommendations to portfolio managers. In addition, you will use your analytical skills to ensure the accurate management of client portfolios with our signature all-win approach in mind.

Requirements

• Bachelor’s degree in Finance or a related field
• Understanding of macroeconomics, financial markets, and various security types
• Ability to leverage software systems to quickly find and summarize data
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Nice To Haves

• Proficiency in the use of FactSet, Bloomberg, and trading applications

Responsibilities

• Analyze portfolio performance and holdings to ensure that accounts adhere to our strategic objectives.
• Compile and present portfolio data to make investment recommendations to portfolio managers.
• Trade securities to ensure portfolios maintain target asset allocations.
• Reconcile cash flows and transaction settlement to ensure the accurate management of client portfolios.
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, vision, long-term, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level