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Wealth Portfolio Management Analyst I at Frost - ApplyBlast

Wealth Portfolio Management Analyst I

Frost

2 months ago

3.8 on Glassdoor

Dallas, Texas, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Portfolio Management Analyst I at Frost is responsible for analyzing portfolio performance, compiling and presenting data, and making investment recommendations to portfolio managers while ensuring accurate management of client portfolios. The role emphasizes attention to detail, strong organizational skills, and adherence to the company's values of integrity, caring, and excellence.

Responsibilities

Compile and present portfolio data to make investment recommendations
Trade securities to maintain target asset allocations
Reconcile cash flows and transaction settlements

Skills

Qualifications

Bachelor's degree in Finance

About Frost

frostbank.com

Headquarters

San Antonio, Texas, United States

Company Size

5001-10000 employees

Founded

1868

View Profile

From personal and business banking to investments and insurance, get everything you need from the Texas bank you know. Learn more about our financial products and services or open a bank account online with us today.