Senior Discretionary Portfolio Lead (Multi-Asset)

Santander US; Miami (FL); On-site; USD 128,000 - 220,000; Full time

Job summary

Santander US is seeking an experienced Senior Discretionary Portfolio Manager to design, manage, and optimize client portfolios across equities, fixed income, and alternatives. You will work closely with Private Bankers to tailor discretionary strategies and present performance to clients.

Responsibilities include detailed portfolio analysis, asset allocation, and involvement in investment committees, all while ensuring compliance with internal policies and fiduciary standards.

Qualifications

• Bachelor’s degree required or equivalent demonstrated through work experience or education.
• 8+ years related work experience in investment portfolios across markets.
• Proven ability to monitor performance, analyze variances, and communicate results.
• Knowledge of financial regulations and investment platforms.

Responsibilities

• Design, structure and restructure investment portfolios per client objectives and policy.
• Manage large, complex portfolios with discretionary latitude.
• Evaluate client goals and contribute to relationship strategy.
• Perform top-down and bottom-up financial analysis; create investment tools.
• Review portfolios weekly for performance, fiduciary and risk compliance.
• Advise clients and execute strategies within open architecture principles.
• Pursue broad asset allocation aligned with investment strategy guidance.
• Support commercial team with investment policy and client pitches.
• Coordinate with bankers to win/retain clients and develop proposals.
• Supervise marketing materials and participate in promotional events.

Skills

Portfolio management

Client relationships

Financial analysis

Market knowledge

Education

Bachelor’s Degree

Tools

Bloomberg

Python

Excel

Job description

Santander US is seeking an experienced Senior Discretionary Portfolio Manager to design, manage, and optimize client portfolios across equities, fixed income, and alternatives. You will work closely with Private Bankers to tailor discretionary strategies and present performance to clients.

Responsibilities include detailed portfolio analysis, asset allocation, and involvement in investment committees, all while ensuring compliance with internal policies and fiduciary standards.