Frostbank
Senior Portfolio Manager
Austin, TX - Main Office · Senior
Sponsorship not specifiedDetected 30 days ago
Business DevelopmentCommunicationProblem SolvingPublic SpeakingAdaptabilityCFA
About the role
- Are you described as someone with an inquisitive mind and a thirst for knowledge?
- Do you like working in a fast-paced environment and have a goal-orientated mindset?
- If so, the Senior Portfolio Manager with Frost Wealth Management could be for you.
Responsibilities
- Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits specific client objectives
- It's about building something real.
- Are you ready to provide next level support to help deliver top-quality experience and service?
Requirements
- 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.
- Ability to multi-task and work efficiently under pressure
- Ability to work independently as well as in a team environment
- It's about having a flourishing career where you can thrive, both in and out of work.
Nice to have
- Additional Preferred Skills:
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 FactSet
- Experience making public presentations
Benefits
- Medical, dental, vision, long-term disability, and life insurance
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
- At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
Company info
- 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.
- At Frost, it's about being part of something bigger.
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This listing is sourced directly from Frostbank's careers page and normalized into a canonical job model.