Investments Operations Lead — Team & Process Excellence

Frost; San Antonio (TX); Presencial; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Health & wellness programs

Employee Assistance Program

Resumo da oferta

Frost Investment Services is seeking an Investments Operations Supervisor to lead a team of investment operations professionals in Texas. You will serve as a knowledge source and escalation point for operations questions, guiding staff with integrity, care, and excellence.

You will ensure accurate processing of investment transactions, analyze data for trends, and collaborate with other departments to align operations with Frost’s strategic goals.

Qualificações

• 4+ years of experience in Investment operations.
• Excellent organizational skills.
• Excellent written and verbal communication skills.
• Proficient in Microsoft applications.

Responsabilidades

• Ensure that all investment transactions are processed accurately and efficiently.
• Monitor and analyze data to identify trends and potential issues in investment operations.
• Collaborate with other departments to align investment operations with company goals.
• Develop and implement procedures and controls to maintain data integrity.
• Provide guidance and training to team members to improve skills and performance.
• Communicate with stakeholders to resolve issues and ensure smooth department operation.
• Stay informed of industry developments and regulations to ensure compliance.

Conhecimentos

Investment operations

Organizational skills

Verbal communication

Written communication

Formação académica

Bachelor’s degree in finance or business

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Frost Investment Services is seeking an Investments Operations Supervisor to lead a team of investment operations professionals in Texas. You will serve as a knowledge source and escalation point for operations questions, guiding staff with integrity, care, and excellence.

You will ensure accurate processing of investment transactions, analyze data for trends, and collaborate with other departments to align operations with Frost’s strategic goals.