Specialist, Investment Operations & Business Administration

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.

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 timeframes.

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 USD$68,000.00 USD

We Value Your Impact:

Your contribution matters and it’s recognized.  You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers.  Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) 

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. 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 is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

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 your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.