Portfolio Management Support - Analyst

Santander USA; Boston (MA); Hybrid; USD 56,000 - 95,000; Full time

Job summary

Join Santander USA as a Portfolio Management Support Analyst. In this entry-level role, you will support the credit underwriting and portfolio management team through various responsibilities, including transaction inputting, data management, and financial reporting. This position offers a hybrid work model and a competitive salary range of $56,250 to $95,000 annually.

Qualifications

• 1 year of professional experience, ideally in a bank.
• Strong analytical and financial skills.
• Ability to work with third-party consultants.

Responsibilities

• Support the credit team with system setup and transaction inputting.
• Manage deposits and perform covenant reviews.
• Assist in data management and reporting.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Team collaboration

Education

Bachelor's Degree

Tools

nCino

Investment Central

Job description

Portfolio Management Support - AnalystCountry: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

Summary

The Analyst will support the credit (underwriting and portfolio management) team.

This is a junior, entry level position requiring 1 year of professional experience.

Duties & Responsibilities

• System (nCino) set up
• Inputting transactions
• Managing deposits
• Covenant reviews
• Collecting monthly and quarterly reports
• Closing facilitation
• Audit assistance
• OFAC/EDD/KYC
• Data management in Investment Central – Deal story telling, historical data collection for projections, production across locations, etc.
• Capital call processing
• Internal business line Q/C
• Data records manager
• Ensure all data is properly loaded into nCino, work to transfer active portfolio into nCino
• Equity/debt consent tracking
• Automate risk ratings into Investment Central
• Support construction draws at close / initial construction budget review validation
• Support portfolio management team with all reporting.

Qualifications

• 1 year of professional experience, ideally in a bank
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Ability to work with third party accounting and legal consultants

Education
Bachelor's Degree.

EEO Statements

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, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

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 at any time for any reason.

This position is hybrid - 3 days/week in the NYC office

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:

$56,250.00 USD

Maximum:

$95,000.00 USD

Link to Santander Benefits:

Santander Benefits - 2025 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, standing and 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.

What To Do Next :

If this sounds like a role you are interested in, then please apply.

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.

About the company

Our work touches 140 million lives every day. How? By always innovating, sharing our experiences, questioning how we do things and adapting to new challenges.As we keep reinventing ourselves for the digital age, you’ll find that with us, even your smallest action will have a massive impact. That’s the Santander Effect.

Notice

Talentify 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, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.