Senior Discretionary Portfolio Strategist

Santander Consumer USA Inc.; Miami (FL); Sur place; USD 128 000 - 220 000; Plein temps

Résumé du poste

Santander Consumer USA Inc. in Miami, FL, seeks a Senior Discretionary Portfolio Manager to design and manage client portfolios across equities, fixed income, and alternatives, working with Private Bankers to tailor discretionary solutions.

You will monitor performance, participate in investment committees, and report results to clients, while upholding fiduciary standards. CFA preferred; 8+ years of experience; English and Spanish required.

Qualifications

• 8+ years of related work experience in portfolio management.
• Strong knowledge of financial instruments, markets, and macro indicators.
• Ability to structure investment policies and communicate results clearly.

Responsabilités

• Design and manage discretionary portfolios across equities, fixed income, and alternatives.
• Collaborate with Private Bankers to tailor client solutions.
• Monitor performance and participate in investment committees.

Connaissances

Leadership

Communication

Bilingual English/Spanish

Formation

Bachelor’s Degree in a related field

Outils

Bloomberg

Python

Excel

Description du poste

Santander Consumer USA Inc. in Miami, FL, seeks a Senior Discretionary Portfolio Manager to design and manage client portfolios across equities, fixed income, and alternatives, working with Private Bankers to tailor discretionary solutions.

You will monitor performance, participate in investment committees, and report results to clients, while upholding fiduciary standards. CFA preferred; 8+ years of experience; English and Spanish required.