Investments Operations Supervisor

Frost; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Health & wellness programs

Employee Assistance Program

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Investment operations

Organizational skills

Verbal communication

Written communication

Education

Bachelor’s degree in finance or business

Tools

Microsoft Office

Job description

Job Description

It’s about being the person that wants to see other succeed.

Are you always looking for innovative ways to help people? Do you love serving others and enjoy lending a helping hand regardless of the issue? Do you strive to lead by example and want to play an integral role in the development of your team? If so, then the Investments Operations Supervisor role might 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 financial services.

Who you are:

As an Investment Operations Supervisor with Frost Investment Services, you are our leader, You will manage a team of investment operations professionals. You will act as a source of knowledge and point of escalation for questions regarding operations. Our supervisors have a genuine care for people and enjoy developing people and do it with integrity, caring and excellence in mind.

What you’ll do:

• 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 ensure that investment operations align with overall company goals
• Develop and implement procedures and controls to maintain the integrity of investment data
• Provide guidance and training to team members to improve their skills and performance
• Communicate effectively with internal and external stakeholders to resolve issues and ensure smooth operation of the department
• Stay informed of industry developments and regulations to ensure compliance
• Always take action using Integrity, Caring and Excellence to achieve all-win outcomes

What you’ll need:

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

Additional Preferred Skills:

• Bachelor’s degree in finance, business, or a related field

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 disability, 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.