Investments Process Analyst - Learning and Development

About the position

It’s about process, progress, and people. Are you always looking for innovative ways to help people? Does uncovering insights excite you? Are you known for your goal-orientated mindset and always thinking one step ahead? If so, being an Investments Process Analyst at Frost could be the job 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 an Investments Process Analyst at Frost, you are our behind-the-scenes change-maker. You are the one who helps us turn complexity into clarity. You have a heart for helping and a mind for mapping, and you look at high-volume, high-impact business processes with a drive to find ways to enhance customer and employee experience. You believe in collaboration, ingenuity, and analytical thinking. More than that, this role is about constant improvement all with integrity, caring, and excellence in mind.

Responsibilities

• Help to develop and maintain investment policies and procedures
• Prepare reports and presentations to senior management
• Design workflow and process strategies to improve business performance
• Stay current with industry developments and regulations
• Work with other departments, such as risk management and compliance, to ensure that policies and procedures align with company objectives and regulatory requirements
• Always take action using Integrity, caring and Excellence to achieve all-win outcomes

Requirements

• Bachelor’s degree in finance, economics, or related field; or equivalent experience
• 4+ years of experience in investment research, analysis or due diligence
• Knowledge of investment products and markets
• Strong analytical and financial modeling skills
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Benefits

• 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!