Santander · 7 hours ago
Specialist, Investment Operations & Business Administration
Boston
Full-time
Onsite
New Grad, Entry Level
$41K/yr - $68K/yr
0+ years expSantander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. The Specialist, Investment Operations & Business Administration supports the investment operations team with activities such as client account management, trade reconciliation, and general support for portfolio and investment strategies.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
Responsibilities
Establishes, maintains and closes client accounts
Addresses client inquiries
Executes money movements
Prepares and produces client materials and reports
Ensures accurate and complete account and client records
Matches and affirms Equity and/or Fixed Income security transactions
Reports trades to custodian banks, manually or systematically
Follows up on exceptions with appropriate parties (trading, custodian banks, brokers and fund accounting)
Ensures all issues are escalated to the appropriate levels in a timely fashion
Ensures compliance to all levels of audit
Reports administration and quarterly invoicing
Completes projects (industry or regulatory) assigned by Department Manager or Team Lead
Qualification
Required
0+ Years Experience in operations, back office support or field financial consulting or equivalent investment industry experience - Required
Possesses an understanding of (or a desire to understand) portfolio accounting and investment process
Interest and desire to understand technology related issues, tasks and responsibilities; participate in technology initiatives
Computer literate; experience learning new database systems
Excellent attention to detail
Problem solving and analytical skills
Ability to trouble shoot one-off problems and investigate issues using non-standard sources and procedures
Willingness to learn about investment management from the operational level and apply that knowledge daily
Engaged, motivated, inquisitive, accountable, service oriented team player
Ability to prioritize responsibilities and multi task to ensure completion of work and resolution of day to day issues within the established timeframes
Preferred
H.S. Diploma: - Preferred
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Benefits
Fair and competitive rewards package
Support you, your family and your well-being
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Leadership Team
Hector Grisi
Consejero Delegado de Banco Santander
Yann Lafargue
Global Head of Marketing & Communications for Santander Digital
Recent News
2026-01-22
Computer Weekly
2026-01-16
Company data provided by crunchbase