Santander

Financial Services

Sr.DirectPrivateInvestmentAssociate

$113–113k Miami, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr. Direct Private Investment Associate at Santander. Skills: Direct Private Investment, Secondary Markets, Transaction Execution, Risk Management. Source, analyze, and execute investments. Interact with private market platforms”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

5–10 years of professional experience in Direct Investments and secondary markets, 5–10 years of professional experience in Private equity / growth equity, 5–10 years of professional experience in Venture capital, 5–10 years of professional experience in Capital markets or alternative investments, Direct, hands-on experience with secondary Direct investments, Fluent Spanish, Full professional proficiency in English, Bachelor's degree in Finance, Economics, Business Administration, or a related field

Nice to Have

Prior experience at or in close collaboration with private market platforms, Prior exposure to UHNW or private banking clients, MBA, CFA, or equivalent professional certification

What You'll Do.

and execute investments

Interact with private market platforms

Provide investment advice

Establish and lead new business line

Provide curated access

Focus on disciplined due diligence

Focus on transaction structuring

Focus on regulatory compliance

Design and implement framework

Define target universe

Establish investment guidelines

Develop scalable operating processes

Source proprietary opportunities

Evaluate primary vs. secondary opportunities

Negotiate transaction terms

Navigate issuer consent requirements

Lead due diligence processes

Oversee valuation methodologies

Coordinate with Legal

Structure transactions

Manage execution workflows

Ensure clear documentation

Establish robust governance framework

Partner with Risk and Compliance

Act as internal specialist

Support Private Bankers

Support Investment Advisors

Translate complex structures

Monitor portfolio performance

Provide regular reporting

How You'll Work.

Team & Collaboration

Close interaction with private market platforms, issuers, intermediaries, and investors; Coordinate with Legal, Compliance, Risk, and external advisors; Partner closely with Risk and Compliance teams; Support Private Bankers and Investment Advisors; Participation in client meetings, investment committees, and bespoke mandate discussions

Communication Scope

communication and presentation skills, particularly with sophisticated UHNW clients and senior management; Translate complex Direct investments structures and risks into clear, client-appropriate narratives

Process & Methodology

Ability to independently build and lead a new business line from strategy through execution

Full Job Description

Sr. Direct Private Investment 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!** The Direct Private Investment Specialist will be responsible for sourcing, analyzing, and executing investments in private companies and non-listed securities, with a focus on pre-IPO, growth-stage, and secondary market opportunities. The role involves close interaction with private market platforms, issuers, intermediaries, and Ultra-high-net-worth and high-net-worth investors, providing investment advice and transaction support across the full investment lifecycle. This role will establish and lead a new business line providing curated access to growth and late-stage private company equity and secondary market opportunities, with a strong focus on disciplined due diligence, transaction structuring, governance, and regulatory compliance within a U.S.-based private banking platform. The role requires deep expertise in secondary private markets, transaction execution, issuer and shareholder dynamics, and pre-IPO risk management, combined with strong commercial skills. **Key Responsibilities** **Strategy & Platform Build-Out** * Design and implement the end-to-end framework for the direct investment opportunities (primary and secondary) , including sourcing and evaluating differente strategies, product structures, execution workflows, governance, and reporting. * Define the target universe of Direct investments opportunities (e.g., lat

Free ATS check

Applying for this Sr. Direct Private Investment Associate role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Santander?

Real rants from real employees. Read before you apply.

Read Company Rants →