frost bankSan Antonio, TX
Investments Operations Supervisor - Asset Transfers and Accounting
Investments Operations Supervisor - Asset Transfers and Accounting
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Overview:
Join Frost Investment Services as an Investments Operations Supervisor to lead a team of investment operations professionals and ensure accurate, efficient processing of transactions. You will serve as a knowledge resource and escalation point, shaping how the operation aligns with broader company goals. You’ll develop and implement controls to protect data integrity, train staff, and collaborate with other departments. You’ll stay ahead of industry developments to maintain compliance and drive excellent, stakeholder-focused outcomes. This role offers a chance to influence a long-standing financial services legacy in a growth-minded, integrity-driven culture. Compensation / Benefits Medical, dental, vision Long-term disability and life insurance 401(k) matching Generous paid time off Tuition reimbursement Employee Assistance Program
Responsibilities:
Lead and develop a team of investment operations professionals Ensure accurate and efficient processing of all investment transactions Monitor data to identify trends and potential issues in investment operations Collaborate with other departments to align 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 internal and external stakeholders to resolve issues and ensure smooth operation Stay informed of industry developments and regulations to ensure compliance Act with integrity, caring and excellence to achieve win-win outcomes
Key requirements:
4+ years of experience in Investment operations and accounting Excellent organizational skills Excellent written and verbal communication skills Proficient in Microsoft applications leadership caring excellence Microsoft applications data analysis (implied) investment operations knowledge
Also on the board Same function, level within a rung
Level
Manager
Location
San Antonio, TX
Occupation
Financial Managers
Industry
Portfolio Management and Investment Advice
Posted
today