Specialist, Investment Operations & Business Administration jobs in United States
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Santander Bank, N.A. · 8 hours ago

Specialist, Investment Operations & Business Administration

Santander Bank, N.A. is a global leader in the financial services industry, evolving into a technology-driven organization. The Specialist, Investment Operations & Business Administration supports the investment operations team with activities such as account management, trade reconciliation, and client support.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Portfolio accountingInvestment processDatabase systemsMicrosoft OfficeAnalytical skillsWillingness to learnMulti-taskingProblem solvingAttention to detailTeam player

Required

0+ Years Experience in operations, back office support or field financial consulting or equivalent investment industry experience
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

Preferred

H.S. Diploma
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products

Benefits

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.

Company

Santander Bank, N.A.

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At Santander Bank, it’s our mission to help people and businesses prosper.

H1B Sponsorship

Santander Bank, N.A. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (44)
2024 (36)
2023 (61)
2022 (66)
2021 (78)
2020 (69)

Funding

Current Stage
Late Stage
Total Funding
$75M
Key Investors
Wind Turbine & Energy Cables
2020-01-22Debt Financing· $75M

Leadership Team

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Pierre Habis
Chief Consumer & Digital Transformation Officer
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Company data provided by crunchbase