Intern - Fund Advisory jobs in United States
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Santander Private Banking International · 9 hours ago

Intern - Fund Advisory

Santander Private Banking International is a global leader in the financial services industry, evolving into a technology-driven organization. They are seeking a dynamic intern to assist the Fund Advisory department with various functions including maintaining updated information on mutual funds, supporting the creation of marketing materials, and performing financial research.

BankingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Assisting the Fund Advisory and Fund Selection area during the development of a project to maintain updated information related to mutual funds and ETFs such as fact sheets, prospectuses, presentations, etc. that will serve as input to perform reports to the team
Supporting the team with creation of investment ideas marketing material to be distributed to bankers and advisors
Generating investment ideas, as well as to and provide financial advice in the form of a proposal
Performing financial and economic research
Participating in meetings with senior members of the team
Participating in conference call and/or meetings with fund managers taking notes to generate a detailed summary and update of the performance, composition and analysis of main detractors and contributors of the strategy

Qualification

Financial researchMicrosoft Office SuiteWritten communicationVerbal communicationWillingness to learnBilingual (English & Spanish)Team collaborationAttention to detail

Required

Bachelor Degree- Required
Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel)
Excellent written and verbal communication skills
Ability to participate within a multi-disciplinary team as well as acting autonomously as appropriate
Willing to learn and get hands-on experience
Attention to detail and follow through
Dedication to the team's success
Languages: English & Spanish

Company

Santander Private Banking International

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Santander Private Banking International is headquartered in Florida.

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 Stage

Leadership Team

J
Javier Rodriguez Hergueta
Chief Technology Officer - Managing Director
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Company data provided by crunchbase