Senior Analyst, Investment Grade

4 weeks ago


Charlotte, United States Barings Full time

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.

Title: Senior Analyst, Investment Grade

Business Unit: Investment Grade Corporate

Location: Charlotte, NC

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary

Barings' Investment Grade Corporate team is seeking an investment professional with five to seven years of work experience for a senior credit analyst position. The candidate selected will join an eleven-person analyst team in Charlotte, NC and will be responsible for analyzing and evaluating investment opportunities for the Investment Grade Corporates team, which manages assets in excess of $56 billion. The Associate Director level candidate will have the opportunity for lead coverage on specific sectors (or sub-sectors).

Primary Responsibilities

  • Provide analysis of investment grade corporate credits within the Utilities sector
  • Financial analysis and modeling
  • Evaluate companies and the risks related to investing in debt securities across the capital structure
  • Individual security analysis, including capital structure and indenture analysis, cash flow and liquidity analysis and total return and relative value assessment
  • Meet with management teams, develop industry contacts, and utilize other information sources to become an expert in assigned coverage
  • Produce clear and concise research reports based on independent observation and analysis
  • Produce quarterly industry reviews and communicate recommendations to portfolio management
  • Collaborate with other Barings' investment teams optimizing efficiencies and framing relative value within sectors
  • Assist with special ad-hoc projects, presentations and initiatives
Qualifications
  • Five to seven years of credit analyst experience-either investment grade or high yield/bank debt
  • CFA and/or MBA preferred
  • Client presentation experience preferred
  • Excellent writing and communications skills
  • Ability to work as a member of a fast-paced, transaction oriented team
  • Self-starter, must be organized and able to work independently
  • Ability to prioritize work and multi-task responsibilities
  • Ability to perform under pressure and meet time-sensitive deadlines
  • Strong computer skills, specifically in Microsoft Office applications, Bloomberg, etc
  • Some travel required
#LI-JS1

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

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