Investments Operations Supervisor

Frost Bank; San Antonio (TX); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Medical benefits

Dental and vision

401(k) matching

Tuition reimbursement

Paid time off

Job summary

Frost Bank is seeking an Investments Operations Supervisor to lead a team of professionals in the Investment Services arm. You will ensure accurate processing of transactions, analyze data for trends, and collaborate cross-functionally to meet company objectives.

Ideal candidate has 4+ years in investment operations, strong organizational and communication skills, and proficiency with Microsoft Office. A related Bachelor’s degree is preferred.

Qualifications

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

Responsibilities

• Ensure investment transactions are processed accurately and efficiently.
• Monitor and analyze data to identify trends and issues in investment operations.
• Collaborate with other departments to align operations with company goals.
• Develop and implement procedures to maintain data integrity.
• Provide guidance and training to team members to improve performance.
• Communicate with internal and external stakeholders to resolve issues.

Skills

Investment operations

Team leadership

Data analysis

Microsoft Office

Education

Bachelor’s degree in finance or related field

Tools

MS Excel

MS PowerPoint

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.

Our Most Important Relationship Starts Here

Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry.

To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package.

Frost was named to Forbes magazine's list of the Best Employers.

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.

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