Santander
financial services
ProductSupportAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Product Support Associate at Santander. Skills: Discretionary Portfolio Management (DPM) support, middle-office functions execution, investment strategies execution, trading desk support, transaction processing and reconciliation, settlement management. Support the Discretionary Portfolio Management (DPM) team in executing investment strategies and performing key middle-office functions for the trading desk.. Provide technical support to bankers, resolve DPM-related inquiries, and help mitigate ”
Industry & Context.
Investigate and resolve blocked securities transactions; Identify issues preventing trade execution; Assess exceptions
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.
What They're Looking For.
Must Have
Bachelor’s degree required or equivalent experience, 5-7 years of relevant experience or demonstrated required level of proficiency, Manage process or technology
Nice to Have
Experience using Bloomberg is preferred, Bloomberg experience preferred
What You'll Do.
Support the Discretionary Portfolio Management (DPM) team in executing investment strategies and performing key middle-office functions for the trading desk.
Provide technical support to bankers
resolve DPM-related inquiries
and help mitigate operational risk by monitoring and analyzing transactions.
Review securities setup across platforms and manage end-of-day mutual fund processing.
Serve as a liaison between internal product teams and other bank departments
ensuring efficient operations and client service.
Handle calls and emails
liaising with internal departments to resolve banker inquiries.
Support bankers with DPM account opening
liquidation processes
and trading procedures.
Provide training to Relationship Assistants on Trading and DPM processes as needed.
Perform additional duties as assigned by the supervisor.
Investigate and resolve blocked securities transactions in the middle-office system (Globus)
coordinating with relevant teams.
Identify issues preventing trade execution
and advise bankers accordingly.
Perform daily reconciliation of DPM trading activity and escalate discrepancies.
Prepare and review monthly Asset In/Asset Out reports to identify required actions.
Manage and reconcile daily SICAV trade settlements (equities
and funds) via Bloomberg.
Liaise with custodians and brokers to ensure timely settlement.
Maintain and update settlement instructions and account details.
Rebalance discretionary portfolios based on profile changes.
and liquidity activities for DPM portfolios.
Monitor risk profile updates and compliance reports to ensure adherence to guidelines.
Prepare security position reports upon request.
Coordinate FX hedging activities and transfers.
Update investment strategies and maintain system modules and grids.
How You'll Work.
Team & Collaboration
Liaising with internal departments to resolve banker inquiries.; Coordinating with relevant teams to resolve blocked securities transactions.; Serving as a liaison between internal product teams and other bank departments.; Liaising with custodians and brokers to ensure timely settlement.
Communication Scope
Handle calls and emails
Full Job Description
Product Support Associate Country: United States of America **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!** _**Position Summary:**_ The Product Support Associate supports the Discretionary Portfolio Management (DPM) team in executing investment strategies and performing key middle-office functions for the trading desk. The role provides technical support to bankers, resolves DPM-related inquiries, and helps mitigate operational risk by monitoring and analyzing transactions. Responsibilities also include reviewing securities setup across platforms and managing end-of-day mutual fund processing. The associate serves as a liaison between internal product teams and other bank departments, ensuring efficient operations and strong client service. _**Position Duties / Responsibilities**_ Customer Service & Other Duties • Handle calls and emails, liaising with internal departments to resolve banker inquiries. • Support bankers with DPM account opening, liquidation processes, and trading procedures. • Provide training to Relationship Assistants on Trading and DPM processes as needed. • Perform additional duties as assigned by the supervisor. Transaction Processing • Investigate and resolve blocked securities transactions in the middle-office system (Globus), coordinating with relevant teams. • Identify issues preventing trade execution, assess exceptions, and advise bankers accordingly. Trade & Position Reconciliation • Perform daily reconciliation of DPM tradin
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