Analyst, Portfolio Management

Santander; Lexington (VA); On-site; USD 94,000 - 165,000; Full time

Job summary

Santander is seeking an experienced Analyst, Portfolio Management in the United States. This role leads complex projects from initiation through closure, ensuring adherence to budgets, governance, and milestones.

You will develop business cases, manage risks, and communicate with executives across functions to deliver strategic outcomes. The position requires deep PM experience in financial services, strong budgeting skills, and the ability to influence without authority.

Qualifications

• 9+ years formal Project Management experience in a Financial Services environment.
• 9+ years Estimating and budgeting to ensure project costs are maintained.
• 9+ years Building project planning documents.
• 9+ years Developing and coaching others indirectly or directly.
• Ability to influence others at an operational level regarding new concepts, practices and approaches.
• Recognized as a subject matter expert in project management.

Responsibilities

• Acts as an internal consultant to make professional recommendations for project implementation.
• Acts as key escalation point for operational issues.
• Supports complex initiatives affecting multiple functions or businesses.
• Serves as a dedicated resource working directly with leaders and staff to support process improvement.
• Acts as a change agent/coach to instill and sustain changes.
• Drives/participates in the funding process, as appropriate.
• Leads and contributes to the development of project definition and scope with applicable stakeholders.
• Develops presentations, dashboards, reports and other team and executive level project communications and documentation.

Skills

Project management

Budgeting

Stakeholder management

Communication

Change management

Cross-functional leadership

Education

Bachelor's Degree in related field

Tools

Clarity

Visio

Excel

MS Project

PowerPoint

Job description

Analyst, Portfolio Management

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.

The Difference You Make:

The Sr. Associate, Project Management is considered a subject matter expert providing guidance to the most complex issues on major projects. They are responsible for developing a strategic direction of the relevant business area, and both defines and manages the lifecycle from project initiation through to program closure. The incumbent resolves risks, issues and dependencies, and measures and monitors program actuals, forecasts and budgets and updates plans with accurate, up-to-date information. The Sr. Associate follows financial standards and processes (e.g. monthly external revenue accruals, software capitalization, procurement & external payments), and reports financial information and status to the required executive level through steering committees. The incumbent secures, leads, motivates and inspires the internal & external resources required to deliver the program, and is responsible for establishing the program governance (e.g. sponsors, approvers, stakeholders).

• Acts as an internal consultant to make professional recommendations for project implementation.
• Acts as key escalation point for operational issues.
• Supports complex initiatives affecting multiple functions or businesses.
• Serves as a dedicated resource working directly with leaders and staff to support process improvement.
• Acts as a change agent/coach to instill and sustain changes.
• Motivates functional process team working on projects within a matrix reporting structure.
• Engages people and develops them through team work and a high level of participation.
• Manages process and project management deliverables for all assigned projects from initiation thru closure, including intake activities.
• Drives/participates in the funding process, as appropriate (i.e. presentations, cost-benefit analysis, business case).
• Leads and contributes to the development of project definition and scope with applicable stakeholders.
• Assess change readiness and prepare plan for helping stakeholders through change.
• Identifies project duration, effort, sequence, and dependencies of tasks required to meet applicable project objectives.
• Monitors and documents project milestones and outcomes throughout the project lifecycle to ensure adherence to established quality standards.
• Facilitates Project Team meetings and situational analysis regularly to ensure appropriate communication to all stakeholders.
• Develops presentations, dashboards, reports and other team and executive level project communications and documentation.
• Drives high quality results.
• Develops, communicates and implements project risk mitigation plans and completes risk actions, issues and decisions documentation to effectively monitor risk and enable accountability and responsibility.
• Develops and implements contingency and recovery plans when deliverables are missed (i.e. identify critical path, document, plan for Return to Green, business continuity plan, etc.).
• Documents and communicates project changes, project health and project status project team, business owner an executive sponsor.
• Tracks and reports accurate project plans and budgets in line with appropriate governance.

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.

Education:

• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required

Qualifications:

• 9+ Years Formal Project Management experience in a Financial Services environment - Required.
• 9+ Years Estimating and budgeting to ensure project costs are maintained - Required.
• 9+ Years Building project planning documents - Required.
• 9+ Years Developing and coaching others indirectly or directly- Coaches, reviews and delegating work to lower level professionals - Required.
• Ability to influence others at an operational level regarding new concepts, practices and approaches.
• Recognized as a subject matter expert in the area of project management.
• Managing multi-year projects with cross-enterprise interdependencies.
• Ability to engage the support and resources of others to achieve project goals and objectives; influencing without authority.
• Ability to enable individuals to work effectively as they plan, implement, and experience change.
• Excellent communication, problem-solving and decision making skills with the ability to effectively communicate with all levels in the organization.
• Ability to manage all aspects of multiple projects, deliverables and timelines.
• Ability to research, interpret, and incorporate industry and other best practices into project management processes.
• Demonstrated ability to build strong collaborative business and technology relationships; recognizes organizational limitations and uses corporate culture and resources to eliminate barriers when possible. .
• Ability to research, interpret, and incorporate industry and other best practices into project management processes.
• Ability to think both tactically and strategically moving through both fluidly.
• Skilled in cross-cultural awareness, leadership, communication, influence, negotiation and conflict resolution.
• Demonstrated experience engaging the support and resources of others to achieve project goals and objectives; influencing with and without authority .
• Ability to understand, apply, and articulate industry project management principles, theories, and concepts.
• Ability to identify risks and manage them, escalation when necessary.
• Ability to think both tactically and strategically moving through both fluidly.
• Ability to analyze project data, metrics and financials, making data-driven analytical decisions.
• Proficient with project and portfolio management tools (i.e. Clarity, Visio, Excel, MS Project, PowerPoint, etc.).
• Knowledge of functional area may be required.
• Proven experience prioritizing, budgeting, estimating, project implementation.

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.

Work Authorization & Sponsorship:

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

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:

$93,750.00 USD

Maximum:

$165,000.00 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, standingand 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.

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 [e-mail] to discuss your needs.