New Job Analyst, Portfolio Management – Global Private Finance In North Carolina
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| Analyst, Portfolio Management – Global Private Finance |
Analyst, Portfolio Management – Global Private Finance
Company : Barings
Salary : Details not provided
Location : North Carolina
Full Description
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: Analyst, Portfolio Management – Global Private Finance
Location: Charlotte, NC
Barings is a global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. Learn more at
www.barings.com
.
Job Summary
Barings seeks an individual to join its Global Private Finance team in Charlotte to focus on supporting the Portfolio Management function. This individual will work closely with Deal Teams, Portfolio Managers, Legal, & others to: run and maintain the allocation model for new deals, facilitate secondary trades, gauge capacity for new deals coming to Investment Committee, create and maintain financial models for capital planning and forecasting, and act as a liaison between the investment team and IT Solutions to automate reporting and optimize workflow. The individual will also contribute in other areas as needed. The position will be located in Barings’ Charlotte office.
In this role, the individual will gain valuable insight into 1) middle-market direct lending investments, 2) portfolio construction and optimization, and 3) interrelationships between businesses in a large, multi-strategy investment firm.
Primary Responsibilities
- New deal allocations
- Secondary trade transaction execution
- Portfolio review material prep and distribution
- Quarterly valuation work
- Financial modeling / forecasting
- General “help desk” for deal teams/analyst w/r/t to systems or process questions
- Develop new and work with technology team to automate management and credit reporting
- Enhance software system user interface and user experience
- Ad hoc business presentations
- Ultimate path to analyst on deal team should candidate show ability and interest after 2-3 year tenure
Qualifications
- 0-3 years of experience
- Bachelor’s degree (or planned completion date of December 2021)
- Relevant industry experience within (or a demonstrated interest in) asset management / corporate finance / leveraged finance / private equity
- Strong proficiency in Microsoft Excel, PowerPoint, and Word in order to produce high quality presentations and analysis
- Relationship management skills
- Excellent communication skills both written and verbal
- Strong time management, organizational, facilitation and collaboration skills
- Strong work ethic and willingness to learn in a team environment
- Demonstrate exceptional attention to detail and critical thinking
- Ability and willingness to travel if needed
- SQL preferred
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
- 401(k) Plan w/Company Match
- Pension Plan
- 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