Wealth Portfolio Management Analyst I

Frost; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision, long-term, &…

401(k) matching

Generous holiday and PTO

Tuition reimbursement

Employee Assistance Program

Referral bonus program + more!

Job summary

Frost in Dallas seeks a Wealth Portfolio Management Analyst I to analyze portfolio performance and holdings, ensuring adherence to strategic objectives. You will compile and present data to support investment recommendations to portfolio managers and manage client portfolios with our all-win approach.

The role requires a Bachelor's in Finance or a related field, knowledge of macroeconomics and financial markets, and proficiency with data systems and MS Office.

Qualifications

• Bachelor's degree in Finance or related field.
• Understanding of macroeconomics, financial markets, and various security types.
• Ability to leverage software systems to quickly find and summarize data.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.

Responsibilities

• Compile and present portfolio data to make investment recommendations to portfolio managers.
• Trade securities to maintain target asset allocations.
• Reconcile cash flows and transaction settlement for client portfolios.
• Act with integrity, caring, and excellence to achieve all-win outcomes.

Skills

Portfolio performance analysis

Data presentation

Attention to detail

Written & verbal communication

Education

Bachelor's degree in Finance or related field

Tools

FactSet

Bloomberg

Trading applications

Microsoft Office

Job description

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? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Wealth Portfolio Management Analyst 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 Wealth Portfolio Management Analyst I with Frost, you are our quality control. In this role, you will be responsible for analyzing portfolio performance and holdings to ensure that accounts adhere to our strategic objectives. You are a self-starter and take the initiative to efficiently compile and present portfolio data to make investment recommendations to portfolio managers. In addition, you will use your analytical skills to ensure the accurate management of client portfolios with our signature all-win approach in mind.

What you'll do

• Compile and present portfolio data to make investment recommendations to portfolio managers


• Trade securities to ensure portfolios maintain target asset allocations


• Reconcile cash flows and transaction settlement to ensure the accurate management of client portfolios


• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you'll need:

• Bachelor's degree in Finance or a related field


• Understanding of macroeconomics, financial markets, and various security types


• Ability to leverage software systems to quickly find and summarize data


• Excellent written and verbal communication skills


• Proficiency in Microsoft computer applications

Additional Preferred Skills:

• Proficiency in the use of FactSet, Bloomberg, and trading applications

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.