Frost Investment Services Portfolio Manager I

Frost (Cullen/Frost Bankers) - Houston, TX

Full-time - Mid Level

Houston, TX

Credit Intermediation and Related Activities

About the position

As a Frost Investment Services Portfolio Manager I with Frost, you are our portfolio expert. In this role, you will manage a diverse portfolio of up to $100 million, implementing tailored strategies for investment clients across a designated group of accounts. You will use your effective communication skills and analytical mindset to provide strategic advice on client assets. More than that, this role is about constant improvement and doing so with our signature all-win approach in mind.

Responsibilities

• Manage a diverse portfolio of up to $100 million, implementing tailored strategies for investment clients across a designated group of accounts
• Partner with Financial Advisors to conduct comprehensive assessments of investment client accounts typically under $1 million, ensuring alignment with specific client goals by providing strategic advice on client assets and collaborating with client attorneys and CPAs
• Contribute to departmental oversight and operational excellence by actively participating in assigned committees
• Engage in testing and evaluating Investment Adviser operations to uphold rigorous client service standards
• Mentor Investment Portfolio Management Analysts, offering guidance on portfolio performance and alignment with strategic objectives set by the Frost Investment Services (FIS) Committee
• Contribute insights to the FIS Committee, assessing assets for inclusion on the product working group
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

• Bachelor's degree in Finance, Business, or related discipline
• Series 65 Uniform Investment Adviser Law Exam License
• 2+ years of experience in portfolio management, demonstrating fiduciary oversight of investment accounts, OR a Master's degree in a relevant discipline combined with a CFA or CFP designation
• Thorough understanding of financial markets and various security types, with the ability to articulate complex concepts to clients effectively
• Proven track record in managing multi-asset class portfolios
• Capacity to oversee up to 350 client accounts, showcasing strong analytical and problem-solving skills with meticulous attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Nice-to-haves

• Master's degree in Finance or related discipline
• CFA or equivalent financial industry credentials
• Familiarity with industry-standard tools such as Advent, Bloomberg, and FactSet
• Experience in delivering impactful public presentations

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 + more!