Product Sr. Analyst

Product Sr. Analyst

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 Sr. Product Analyst plays a key role in supporting the Fund Advisory team through the generation of 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. It includes conducting ongoing analysis and research across the investment universe to complement the recommended fund list, preparing analytical reports, and implementing new projects that enhance the team’s effectiveness and strategic objectives.

The Sr. Product Analyst reports to the Head of Fund Selection.

• Proactively identify issues or concerns related to potential gaps in existing processes, procedures, policies, and frameworks.
• Contribute to satisfactory results in audit reviews, compliance reviews, and regulatory examinations (internal/external) and respond to required corrective actions timely and completely.
• Complete all assigned training (Compliance, Bank Secrecy Act, Audit, Code of Conduct, etc.) and reporting requirements within set time frames.
• Adhere to the Code of Conduct, assigned risk tolerance or mandates and all applicable policies and procedures.

• 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.
• Produce periodic reporting to monitor and analyze the performance of the mutual fund and ETF universe, including 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.
• Act as liaison between the Fund Advisory team and Commercial and Investment areas to ensure effective alignment and dissemination of investment ideas and initiatives.
• Contribute to the creation and maintenance of marketing materials that support Fund Advisory efforts 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.
• Other duties as assigned by the immediate supervisor.

• Creates a good working environment and works toward shared goals, contributing ideas and accepting change.
• Provides assistance and coaches less experienced team members.

• Knows who to reach out to inside and outside the team to get work done.
• Takes action to enhance working relationships needed for seamless workflow.

• Establishes rapport with all parties to diffuse tension.
• Confronts the issue, not the person.

• Displays initiative, flexibility and focus to get things done.
• Actively contributes ideas, suggestions, and constructive comments in meetings.

• Follows through to meet commitments to others.
• Takes responsibility for achieving strong results, balancing multiple complex demands.

• Organizes and prioritizes workload and tasks for self and teammates.
• Plans ahead for routine and…