Job Description

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? Are you ready to facilitate all the moving pieces to help deliver a top-quality investments experience? If so, being a Frost Investment Services Portfolio Manager 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 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.

What you’ll do: 

• 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

What you’ll need:

• 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

Additional Preferred Skills:

• 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

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, 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.