Senior Product Analyst

Posted Yesterday
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Miami, FL
69K-125K Annually
Senior level
Financial Services
The Role
The Senior Product Analyst is responsible for managing reports for Advisory Services, maintaining SAS procedures, overseeing document production, and managing Intranet data. The role requires updating model portfolios, maintaining procedure manuals, and liaising with Commercial teams to support Investment Advisors.
Summary Generated by Built In

Senior Product Analyst

Country: United States of America

Position Summary

The Sr. Product Analyst is responsible for the Systematic Advisory Services reports, in order to provide the Advisors with relevant information from the market. In Addition, create and maintain SAS procedures, approve templates and oversee the reports produced.

Primary Duties and Responsibilities

• Responsible for directly updating the model portfolios and general SAS presentations.

• Responsible for Intranet data management for SAS. Ensure information on the intranet is up to date and accurate.

• Management of the internally SAS produced documents. Responsible for maintaining procedures manual that 1) defines the documents approval process 2) defines the documents that are approved for distribution internally and to clients 3) defines the quality control in the production process 4) defines the process for accepting requests. Managing the documents production process.

• Manage the relationship with the Commercial teams as it relates to Opportunities and communication. Manage the work flow of the Investment Advisors.

• Back-up to the other Product Analyst

Other duties as assigned or requested by immediate supervisor

Specialized Knowledge

• Knowledge of financial markets and Modern Portfolio Theory

• Database and computer literate

Supervisory / Management Scope: Individual Contributor

Technical Knowledge

- Advanced computer and Bloomberg skills

- Self-starter, Ability to work independently, Ability to properly prioritize and manage time, Strong work ethics, Team player

- Excellent communication skills and interpersonal skills

Licenses / Certifications: CFA candidate a plus

Languages: Spanish, English

Physical Requirements

Duties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.

Diversity & EEO Statements

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
 

Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

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:

$69,375.00 USD

Maximum:

$125,000.00 USD

Top Skills

Bloomberg
SAS
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The Company
HQ: Boadilla del Monte, Madrid
136,172 Employees
On-site Workplace

What We Do

Banco Santander (SAN SM, STD US, BNC LN) is a leading commercial bank, founded in 1857 and headquartered in Spain and one of the largest banks in the world by market capitalization. The group’s activities are consolidated into five global businesses: Retail & Commercial Banking, Digital Consumer Bank, Corporate & Investment Banking (CIB), Wealth Management & Insurance and Payments (PagoNxt and Cards). This operating model allows the bank to better leverage its unique combination of global scale and local leadership. Santander aims to be the best open financial services platform providing services to individuals, SMEs, corporates, financial institutions and governments. The bank’s purpose is to help people and businesses prosper in a simple, personal and fair way. Santander is building a more responsible bank and has made a number of commitments to support this objective, including raising €220 billion in green financing between 2019 and 2030. In the first quarter of 2024, Banco Santander had €1.3 trillion in total funds, 166 million customers, 8,400 branches and 211,000 employees.

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