Global Public Portfolio Services Senior Associate/ Associate Director

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Title

Title : Portfolio Oversight and Management Support (Insurance Multi-Strat)

Business Unit : Client, Finance, and Operations

Location : Charlotte, NC

Job Summary

Barings Global Public Portfolio Services team has an opening for a motivated individual who would like to join our innovative team of financial professionals.

Primary Responsibilities

The candidate will be required to support the following core processes :

Portfolio Oversight :

Supporting Insurance Multi-Strat team within Global Public Portfolio Services in order to meet their main responsibilities including :

• Develop significant level of expertise of the Public & Private holdings, terms, and transactions of multiple portfolios to provide intuitive and proactive oversight of these portfolios specializing in Insurance Clients.
• Providing regular daily and ad-hoc support to the investment team and insurance clients.
• Daily interaction with the Insurance Portfolio Management team to address any questions that arise as part of the daily processes.
• Respond to numerous ad hoc requests from internal and external clients for additional information.
• Act as subject matter expert on the funds / portfolios covered.
• Working effectively with third party administrators and internal parties to ensure a high level of service.
• Prepare relevant portfolio reporting as required.

Systems and Operational process improvement :

• Improve procedures implemented, document manual processes; recommend process changes as appropriate.
• System projects and testing undertaken in accordance with agreed project timeframes.
• Recommendations made to improve the effectiveness and efficiency of all systems, processes, and procedures, documented and reported to Head of Portfolio Services.

Qualifications

• Bachelor's degree, or equivalent, in Accounting, Finance, or related business field preferred
• Advanced Excel skills preferred.
• Previous experience with the Aladdin tool would be a benefit; Power BI experience a plus.
• Strong organizational, analytical and troubleshooting skills with the ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner.
• Ability to perform accurately under pressure.
• Detail-oriented, highly motivated, team player.

Barings is an Equal Employment Opportunity employer; Minority / Female / Age / Sexual Orientation / Gender Identity / Individual with Disability / Protected Veteran.

We welcome all persons to apply.

Barings offers a comprehensive benefits package including :

CORE BENEFITS & WELLNESS

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits

FINANCIAL WELL-BEING

• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account

LIFE INSURANCE

• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time

OTHER BENEFITS

• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program
2 days ago