Product Sr. Analyst

Product Sr. Analyst

Country:
United States of America

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.

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The Sr. Product Analyst supports the Fund Advisory team by generating mutual fund and ETF ideas aligned with the bank’s framework. The role involves close collaboration with Bankers and Advisors to communicate product insights and ensure offerings are responsive to evolving market conditions and client needs. Ongoing analysis and research across the investment universe complement the recommended fund list. Additional responsibilities include preparing analytical reports, implementing new projects, and supporting initiatives that enhance the team’s effectiveness and strategic objectives.

• 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, identifying under/over‑performance 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 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.
• Perform other duties as assigned or requested by the immediate supervisor.

• Collaboration & Teamwork – Builds a positive working environment, shares ideas, mentors teammates, and fosters teamwork.
• Relationship Management – Engages effectively with internal and external stakeholders, enhances working relationships, and diffuses tension.
• Ownership & Self‑Starter – Demonstrates initiative, flexibility, and a focus on results; follows through on commitments and takes responsibility for outcomes.
• Accountability – Meets commitments and balances multiple complex demands while delivering strong results.
• Execution Excellence – Organizes and prioritizes tasks, plans ahead, and completes routine and cyclical work efficiently.
• Communication – Provides timely, clear, and two‑way communication; probes for information, clarifies assumptions, and shares progress.
• Influencing Skills – Understands stakeholder interests, presents logical, data‑based arguments, and convinces others.
• Change Orientation – Adapts quickly to change, refocuses priorities, and proposes improvements.
• Innovation – Initiates procedural, policy, or system changes to better meet customer needs.
• Problem Solving – Analyzes complex situations, identifies critical issues, and considers broader context.
• Customer Service – Probes in depth to understand customer needs, addresses requests, and ensures high satisfaction.

• Deep knowledge of mutual funds, ETFs, and investment…