[Hiring] Analyst, Portfolio Management @Santander

Role Description

The Analyst, Portfolio Management is responsible for assisting with all aspects of the portfolio management process to ensure timely and accurate implementation of investment strategies across various portfolios. The incumbent will collaborate with investment teams and all internal cross-functional teams where necessary.

• Communicates effectively with borrowers and serves as one of the primary points of contact for loan closing and post-closing loan management.
• Reviews and processes funding disbursement requests, ensuring proper documentation and compliance with loan conditions.
• Collects quarterly financial statements and reporting documentation and assists in determining financial condition, credit-worthiness, and project compliance for all borrowers.
• Maintains working knowledge of loan policies and procedures.
• Works closely with the Finance department to ensure correct accounting for all loans.
• Tracks, analyzes, communicates, and makes recommendations to address loan delinquencies.
• Rebalances portfolios due to cash flows, guideline changes, or general market movements.
• Manages and maintains appropriate cash levels and equitizing wherever necessary.
• Monitors dispersion across portfolios within similar strategies and coordinates actions needed with portfolio teams.
• Ensures accounts are being managed consistently with client guidelines.
• Partners with all internal and external teams in support of funding new accounts, transfers-in-kind, client transitions, and general account setup.
• Tracks trading trends of Santander's products.
• Builds strong working relationships with Santander portfolio teams.
• Mitigates company-wide operational risk within the daily processing environment.
• Maintains loan portfolio management system and related databases.

Qualifications

• Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.
• 3+ Years Experience with portfolio management and asset management - Required.
• Ability to manage a variety of projects from multiple team members simultaneously.
• Demonstrated ability to maintain accurate electronic files and database systems.
• Organized and self-sufficient.
• Strong quantitative reasoning and writing skills.
• Knowledge of underwriting and experience with all underwriting procedures.
• Ability to effectively present information and respond to questions from groups or managers, members, and the general public.
• Excellent member service skills.
• Detail-oriented, common sense decision-making; above average oral, written, and communication skills.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to work with mathematical concepts, such as profitability and statistical inference.
• Ability to apply concepts, such as fractions, percentages, ratios, and proportions, to practical situations.
• Capacity to complete the project on time.

Requirements

• Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Benefits

• Base Pay Range: Minimum: $61,875.00 USD, Maximum: $97,500.00 USD.
• Fair and competitive rewards package that reflects the impact you create and the value you deliver.
• Benefits designed to support you, your family, and your well-being, now and into the future.