Investments Operations Supervisor

Posted Yesterday
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San Antonio, TX, USA
In-Office
Mid level
Fintech
The Role
Supervise investment operations staff, ensuring accurate and efficient transaction processing, data integrity, controls, compliance, and issue resolution. Monitor operational data, identify trends, collaborate across departments, train and develop team members, and serve as an escalation point for operational questions. Maintain awareness of industry developments and regulations while supporting high-quality service and effective departmental performance.
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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. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

Skills Required

  • 4+ years of experience in investment operations
  • Excellent organizational skills
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft applications
  • Bachelor's degree in finance, business, or a related field
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The Company
HQ: San Antonio, TX
3,107 Employees

What We Do

At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can. Frost provides banking, investments and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size.

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