Portfolio Analyst - Sponsor & Specialty Finance

Santander Group; Boston (MA); On-site; USD 62,000 - 98,000; Full time

Job summary

Santander in Boston is seeking a Portfolio Analyst, Sponsor & Specialty Finance to assist with all aspects of the portfolio management process across multiple portfolios. You will coordinate with investment teams and cross‑functional partners to ensure timely execution and accurate reporting.

The role requires 3+ years in portfolio/asset management, a bachelor’s degree, strong quantitative and writing skills, and attention to detail.

Qualifications

• 3+ years experience with portfolio management and asset management.
• Strong quantitative reasoning and writing skills.
• Ability to manage multiple projects with cross-functional teams.
• Excellent client service and communication skills.

Responsibilities

• Assist with all aspects of the portfolio management process across portfolios.
• Coordinate with investment teams and cross-functional partners for timely execution and reporting.
• Review funding disbursement requests and ensure proper documentation and loan conditions.
• Track quarterly financial statements and assess credit-worthiness and compliance.
• Monitor cash flows, risk, and performance across portfolios and support closing/post-closing activities.

Skills

Portfolio management

Asset management

Quantitative reasoning

Writing skills

Oral and written communications

Detail oriented

Project management

Education

Bachelor’s Degree in related field

Job description

Santander in Boston is seeking a Portfolio Analyst, Sponsor & Specialty Finance to assist with all aspects of the portfolio management process across multiple portfolios. You will coordinate with investment teams and cross‑functional partners to ensure timely execution and accurate reporting.

The role requires 3+ years in portfolio/asset management, a bachelor’s degree, strong quantitative and writing skills, and attention to detail.