Portfolio Manager

6 hours ago


Charlotte, North Carolina, United States Barings Full time
Job Title: Portfolio Analyst/Senior Portfolio Analyst

At Barings, we are committed to fostering a culture of excellence and innovation. We are seeking a highly skilled Portfolio Analyst/Senior Portfolio Analyst to join our Insurance Portfolio Management (IPM) team.

Job Summary

The IPM team manages a significant portfolio of assets, totaling over $20 billion in AUM. As a Portfolio Analyst/Senior Portfolio Analyst, you will be responsible for providing strategic and tactical asset allocation, risk management, security selection, liquidity management, portfolio surveillance, and reporting for our clients.

Key Responsibilities
  • Conduct daily portfolio surveillance and oversight to ensure alignment with client objectives
  • Lead coverage for select public or private asset classes, including attending sector-specific investment calls and serving as IPM subject matter expert
  • Perform market research and analysis to inform investment decisions
  • Manage daily liquidity/trading activities and monitor portfolio performance
  • Develop and maintain ad hoc, weekly, monthly, and quarterly reporting deliverables for clients and internal stakeholders
  • Oversee the maintenance and management of IPM portfolio management tools and databases
  • Lead operational and data initiatives to drive process improvements
Requirements
  • Undergraduate degree in a STEM or finance/economics field
  • 2+ years of experience in investment analysis or portfolio management
  • Ability to manage large data sets and perform quantitative/statistical analysis
  • Basic knowledge of financial statements and markets
  • Proficient in Microsoft Office Suite, with advanced Excel skills
  • Experience with programming languages such as R, Python, VBA, SQL, or MATLAB
  • Strong interpersonal skills and ability to work collaboratively with colleagues across different functional and geographic areas
What We Offer

Barings is an Equal Employment Opportunity employer and offers a comprehensive benefits package, including:

  • Medical, prescription, dental, and vision coverage
  • Fitness center reimbursement program
  • Employee assistance program
  • Fertility benefits
  • Highly competitive 401(k) plan with company match
  • Health savings account with company contributions
  • Flexible spending accounts for health care and dependent care
  • Retirement health reimbursement account
  • Basic and supplemental life insurance
  • Spouse and child life insurance
  • Paid vacation, sick days, and annual holidays
  • Paid leave of absences for maternity, parental, caregiver, and bereavement leave
  • Short and long-term disability plans
  • Paid volunteer time
  • Education assistance program
  • Charitable matching gifts program
  • Commuter reimbursement program
  • Adoption and surrogacy reimbursement program


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