Specialist, Investment Operations & Business Administration

Specialist, Investment Operations & Business Administration page is loaded## Specialist, Investment Operations & Business Administration locations:
Boston time type:
Full time posted on:
Posted Todayjob requisition :
Req
1534890

Specialist, Investment Operations & Business Administration Country:
United States of America
** 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 what’s possible.  This is more than a strategic shift.  It’s 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!
**** The Difference You Make:
** The Specialist, Investment Operations & Business Administration supports the investment operations team including, relationship managers and portfolio managers with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and other company tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.

* 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.  
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* What You Bring:

** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* H.S. Diploma:

- Preferred.
* 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 time frames.  
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* Certifications:

*** No Certifications listed for this job.  
** It Would Be Nice For You To Have:
*** Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
** 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:$41,250.00…