Bachelor's degree in Business, Information Systems, Finance, Economics, Data Analytics, Project Management, or related field, or equivalent experience
6+ years in technology portfolio management, investment analysis, or related analytical discipline
Experience evaluating business cases and project-portfolio financials
Proven ability to guide teams in managing operating and capital expenses
Strong analytical skills to convert financial data into actionable insights
Effective communication of complex information to diverse stakeholders
Proficiency in Microsoft applications and enterprise reporting tools
Responsibilities
Partner with project managers and technology leaders to develop and maintain business cases and investment assumptions
Coordinate with various stakeholders to ensure investment information is accurate and decision-ready
Analyze costs and benefits to support technology investment prioritization
Support project managers in managing project expenses and provide updates to Finance
Monitor approved investments for changes requiring management attention
Analyze technology initiative expenses and report on expected outcomes
Facilitate investment approvals and executive reporting
Develop financial metrics and reporting practices for improved transparency
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 Employee Assistance Program
Referral bonus program
Full Job Description
Job Description
Who you are:
As an IT Portfolio Investment Analyst with Frost, you are our strategic partner. You have a passion for understanding how investments create meaningful business value. In this role, you will partner with project managers and technology leaders, putting collaboration to work. You will use your analytical mindset, business acumen, and communication skills to develop business cases, assess priorities, and deliver insights that support executive decision making, all while doing so with our signature all-in approach in mind.
What you'll do:
Partner with project managers and technology leaders to develop and maintain business cases, investment assumptions, expected benefits, and success measures
Coordinate with Financial Liaisons, Finance, Procurement, project managers, and business stakeholders to ensure investment information is accurate and decision-ready
Analyze costs and benefits, and strategic alignment to support technology investment prioritization
Support project managers and cost center owners to manage project operating and capital expenses and provide monthly updates to Finance to ensure accurate depreciation forecasting
Monitor approved investments for changes in scope, schedule, cost, risk, or expected value that require management attention
Analyze technology initiative expenses for projects in the portfolio and partner with business enablement consultants, project managers and business teams to track and report on how technology investments are delivering expected business and operational outcomes
Facilitate investment approvals, governance meetings, and executive reporting
Develop portfolio financial metrics, standards, and reporting practices that improve consistency, transparency, and accountability
Analyze IT expense trends and recommend opportunities to increase value, and align spending with strategic priorities
Support annual technology portfolio budget planning and forecasting with investment data, prioritization analysis, delivery assumptions, and resource demand insights
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Bachelor's degree in Business, Information Systems, Finance, Economics, Data Analytics, Project Management, or a related field, or equivalent experience
6+ years of experience in technology portfolio management, investment analysis, business analysis, project financial management, or a related analytical discipline
Experience evaluating and business cases, investment proposals, and project-portfolio financials
Experience in guiding teams to manage operating and capital expenses effectively
Strong analytical skills with the ability to turn technology portfolio financial data into actionable recommendations
Ability to communicate complex information effectively to technology, business, and executive stakeholders
Experience creating dashboards, reports, presentations, and decision-support materials using Microsoft and enterprise reporting tools
Ability to work within established governance, internal control, and regulatory requirements
Proficiency in Microsoft computer applications and enterprise planning, portfolio, procurement, or reporting platforms
Additional Preferred Skills:
Experience with technology portfolio financial governance, investment prioritization, benefits realization, or value management in a large or regulated organization
Knowledge of Technology Business Management (TBM), FinOps, IT portfolio management, Agile portfolio management, or related disciplines.
Experience with Planview, Power BI, IBM Planning Analytics, Coupa, or similar enterprise platforms
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!
About Frost Bank
Frost Bank is a subsidiary of Cullen/Frost Bankers, Inc., a financial holding company, headquartered in San Antonio, Texas. The company provides a wide range of banking, investments, and insurance services to businesses and individuals in Texas. Frost Bank has over 130 branches across Texas and offers online banking services to its customers. The bank was founded in 1868 by Thomas Claiborne Frost and has been serving Texans for over 150 years.
