Product Sr. Analyst

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together we are driving a customer-centric transformation that values bold thinking innovation and the courage to challenge whats possible. This is more than a strategic shift. Its a chance for driven professionals to grow learn and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

Position Summary

The Sr. Product Analyst plays a key role in supporting the Fund Advisory team through the generation of mutual fund and ETF ideas aligned with the banks framework. This position involves close collaboration with Bankers and Advisors to communicate product insights and ensure offerings are responsive to evolving market conditions and client needs. The role includes conducting ongoing analysis and research across the investment universe to complement the recommended fund list.

In addition the Sr. Product Analyst provides support across multiple functions including the preparation of analytical reports implementation of new projects and other initiatives that enhance the teams effectiveness and strategic objectives.

The Sr. Product Analyst reports to the Head of Fund Selection.

Risk Objectives- Proactive identification of issues or concerns related to potential gaps in existing processes procedures policies frameworks etc.;
- Contribution to satisfactory results in audit reviews compliance reviews and regulatory examinations (internal/ external) Compliance and Regulatory Agency reviews; response to required corrective actions in a timely and complete manner;
- Completion of all assigned training (Compliance Bank Secrecy Act Audit Code of Conduct etc.) and reporting requirements within set timeframes; and
- Adherence to the Code of Conduct assigned Risk Tolerance or Mandates and all organizational policies and procedures applicable to role.

Primary Duties & Responsibilities

Position Duties / Responsibilities% of Time Spent

Collaborate closely with the Fund Advisory team to develop investment proposals and generate mutual fund and ETF ideas aligned with client and market needs.20

Prepare high-quality reports and presentations for senior management investment committees and commercial teams covering new product launches strategic initiatives and fund recommendations.10

Produce periodic reporting to monitor and analyze the performance of the mutual fund and ETF universe including identifying under/overperformance against benchmarks and peer groups.5

Support the ongoing review and monitoring of the approved mutual fund and ETF universe by identifying inconsistencies or deviations within the security master database.5

Draft and distribute clear insightful communications to Bankers and Advisors on recommended universe performance including rationale for changes (entries exits updates alerts).10

Act as liaison between the Fund Advisory team and Commercial and Investment areas to ensure effective alignment and dissemination of investment ideas new products and initiatives.20

Contribute to the creation and maintenance of marketing materials that support Fund Advisory efforts and enhance the visibility of offerings on Digital Wealth platforms.10

Participate in meetings with fund managers to deepen understanding of investment strategies and provide feedback to internal stakeholders.10

Continuously monitor both solicited and unsolicited holdings across client portfolios to identify opportunities for portfolio optimization and targeted advice.5

Other duties as assigned or requested by immediate supervisor5

Core Competencies

CollaborationTeamwork:
Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
Provides assistance and coaches less experienced team members
Relationship Management:
Knows who to reach out to inside and outside of ones team to get work done
Takes action to enhance working relationships needed to achieve seamless work flow
Conflict: Establishes rapport with all parties in an attempt to diffuse tension
Confronts the issue not the person

OwnershipSelf-Starter:
Displays initiative flexibility and focus to get things done
Actively contributes ideas suggestions and constructive comments to meetings and discussions
Accountability:
Follows through to meet commitments to others
Takes responsibility for achieving strong results despite balancing multiple complex demands
Execution Excellence: Organizes and prioritizes workload and tasks for oneself and team members
Actively plans ahead for routine and cyclical work

CommunicationTwo-Way Communication:
Communicates in a timely and straightforward manner
Probes for additional information clarifies assumptions and confirms agreed-upon actions
Keeps everyone involved informed about progress and issues
Information Sharing:
Uses information and data effectively to support a position and present a rational case
Influencing Skills: Takes the time to draw out and understand the underlying interest concerns and agenda of other parties
Presents logical data-based arguments to convince others

Change OrientationFlexibility:
Adapts to change quickly and makes suggestions for increasing the effectiveness of change
Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands
Support Change:
Understands rationale for change and adjusts schedules and tasks to make things work
Anticipates and plans for changes in work schedules and assignments
Innovation: Initiates creation or modification of procedures policies systems or structures to more effectively meet customer needs and requirements

Problem SolvingProblem Identification:
Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious
Solution Definition:
Sees through complexity and detail to get to the critical issues at hand
Takes into account the wider context within which problems exist
Resourcefullness: Builds and maintains ones network of contacts and resources and knows who to involve in problem resolution

Customer ServiceCustomer Understanding:
Probes in-depth to understand the customers business needs
Explores and understands the customers alternatives and decision criteria
Issue Ownership:
Addresses customers requests ensures concerns are recorded accurately and action is initiated appropriately
Makes extra effort to satisfy customers needs and meet commitments
Customer Satisfaction: Assesses problem situations and initiates effective interventions that result in customer satisfaction
Takes time to develop and maintain relationships with customers

Specialized Knowledge

Deep knowledge in mutual funds ETFs and investment product.

Experience with reporting and visualization tools ( Tableau medea T24 qTeseo etc).

Knowledge of Bloomberg Allfunds advance Microsoft tools (Excel Power point Word).

Good communication and writing skills.

English and Spanish proficiency.

Job Requirements

EducationBachelors degree required or equivalent experience

Business Experience3-5 years of relevant experience or demonstrated required level of proficiency

Supervisory / Management ScopeIndividual contributor

Technical Knowledge Microsoft Excel PowerPoint & Word.
Strong communication skills verbal and written.
Goal oriented.
Flexible and able to work in a fast-paced environment.

Licenses / CertificationsN/A

Languages: English and Spanish.

Physical RequirementsDuties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies files etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.

Diversity & EEO Statements: At Santander we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin genetics disability age veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds able to bend kneel climb ladders.

Employer Rights: Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt) the annual range is based on a 40-hour work week. The exact compensation may vary based on skills experience training licensure and certifications and location.

Base Pay Range:

Minimum:

We Value Your Impact:

Your contribution matters and its recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you your family and your well-being now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide ()

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin genetics disability age veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting standingand walking is required for this role. Depending on location occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason please contact us at to discuss your needs.