Equity Strategist

Position Summary:

The Product Sr. Specialist is responsible for the entire process of Equity Investment of SPBI. This includes but it is not limited to, the creation and management of a list of approved (Universe) that could be incorporated into an investment proposal under a quantitive and qualitative metrics. In addition, s/he will be responsible for periodic reports to inform and support the equity selection and positioning, configuration of a model portfolio taking into account the market vision, the generation of tactical ideas and commercial opportunities in coordination with different platforms and communicate the asset class vision to the Global Investment Team and Asset Allocation Committee.

The Product Specialist reports to the Chief Investment Officer.

Essential Duties and Responsibilities

Equity Universe

• Establish a methodology for the selection of equity that comply with the approved framework and ensure high quality standards throughout the security selection process to add value to our customers and reduce the fiduciary risk of the bank.

• Prepare the investment documentation to support the entry/exit of stocks in the universe and ensure the correct communication of all investment platforms and commercial teams.

• Identify potential areas where security selection policies and procedures require change and or where new ones need to developed.

• Create and alert system and prepare reports such as movement prices and spreads, rating change, M&A and others., that affect the recommended list (Universe). Investment Strategy

• Prepare presentation and materials to support and defend the Equity Strategy to SPBI Asset Allocation Committee.

• Develop internal models and use external research sources to provide perspective on the main equity indexes and recommend a positioning on them.

• Elaborate daily, weekly and monthly reports with the in-house view to be used by the Investment platforms and Commercial area.

• Create and manage a model portfolio based on the Universe to provide our best ideas.

• Work closely with the different platforms (DPM, PA, and AIS) to create tactical ideas and commercial opportunities (SAS) and elaborate the support material to.

Other

• Create tools, screening and indicators to monitoring equity market.

• Elaborate the promotional/training materials to support bankers.

• Assist to Corporate Equity conferences and meetings to enhance our positioning and outlook.

Other duties as assigned or requested by immediate supervisor

Specialized Knowledge

• Experience managing investments portfolios in different markets within LATAM countries.

• Extensive knowledge of functioning of financial markets, banking and investment products.

• Ability to structure and present an investment policy according to the macroeconomic and market environment.

• Ability to work under own initiative and with supervision.

Job Requirements

Bachelor’s degree in Economics, Financial Engineering or Finance required; Master’s degree preferred or equivalent experience

7-10 years of relevant experience or demonstrated required level of proficiency

Manage process or technology

• Microsoft Excel, Word, PowerPoint

• Goal oriented

• Flexible and able to work in a fast-paced environment

• Flexibility to travel

• CFA, preferred

Spanish, English

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: 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.