Santander Private Banking International · 2 days ago
Product Sr. Analyst
Miami, FL
Full-time
Onsite
Mid, Senior Level
$64K/yr - $98K/yr
3+ years expSantander Private Banking International is a global leader in financial services, evolving into a technology-driven organization. The Senior Product Analyst plays a key role in supporting the Fund Advisory team by generating mutual fund and ETF ideas and collaborating with Bankers and Advisors to ensure offerings meet market conditions and client needs.
BankingFinancial Services
Responsibilities
Collaborate closely with the Fund Advisory team to develop investment proposals and generate mutual fund and ETF ideas aligned with client and market needs
Prepare high-quality reports and presentations for senior management, investment committees, and commercial teams, covering new product launches, strategic initiatives, and fund recommendations
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
Support the ongoing review and monitoring of the approved mutual fund and ETF universe by identifying inconsistencies or deviations within the security master database
Draft and distribute clear, insightful communications to Bankers and Advisors on recommended universe performance, including rationale for changes (entries, exits, updates, alerts)
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
Contribute to the creation and maintenance of marketing materials that support Fund Advisory efforts and enhance the visibility of offerings on Digital Wealth platforms
Participate in meetings with fund managers to deepen understanding of investment strategies and provide feedback to internal stakeholders
Continuously monitor both solicited and unsolicited holdings across client portfolios to identify opportunities for portfolio optimization and targeted advice
Other duties as assigned or requested by immediate supervisor
Qualification
Required
Bachelor's degree required or equivalent experience
3-5 years of relevant experience or demonstrated required level of proficiency
Individual contributor
Microsoft Excel, PowerPoint & Word
Strong communication skills, verbal and written
Goal oriented
Flexible and able to work in a fast-paced environment
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
Benefits
Fair and competitive rewards package that reflects the impact you create and the value you deliver.
Benefits are designed to support you, your family and your well-being, now and into the future.
Company
Santander Private Banking International
Santander Private Banking International is headquartered in Florida.
501-1000 employees
H1B Sponsorship
Santander Private Banking International has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (4)
2023 (1)
2022 (1)
2021 (1)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
J
Javier Rodriguez Hergueta
Chief Technology Officer - Managing Director
Company data provided by crunchbase