Global Public Portfolio Services Senior Associate/ Associate Director
2 months ago
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 preferredAdvanced 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 CoverageFitness Center Reimbursement Program (Including Online Memberships)Employee Assistance Program (EAP)Fertility BenefitsFINANCIAL WELL-BEING
Highly competitive 401(k) Plan with Company MatchHealth Savings Account (HSA) with Company ContributionsFlexible Spending Accounts (FSA) - Health Care & Dependent CareRetirement Health Reimbursement AccountLIFE INSURANCE
Basic and Supplemental Life InsuranceSpouse and Child Life InsuranceTIME OFF, DISABILITY AND LEAVE OF ABSENCE
Paid Vacation, Sick Days and Annual HolidaysPaid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)Short and Long Term Disability PlansPaid Volunteer TimeOTHER BENEFITS
Education Assistance ProgramCharitable Matching Gifts ProgramCommuter Reimbursement ProgramAdoption and Surrogacy Reimbursement Program-
Charlotte, North Carolina, United States Barings Full timeJob SummaryBarings Global Public Portfolio Services team has an opening for a motivated individual who would like to join our innovative team of financial professionals.Primary ResponsibilitiesThe candidate will be required to support the following core processes:Portfolio Oversight:Develop significant level of expertise of the Public & Private holdings,...
-
Charlotte, United States Barings Full timeAt 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...
-
Senior Associate, Global Client Group
4 weeks ago
Charlotte, North Carolina, United States Dimensional Fund Advisors Full timeNotes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and...
-
Portfolio Analyst/Senior Portfolio Analyst
4 weeks ago
Charlotte, United States The Ladders Full timeAt 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...
-
Associate, Global Client Group
4 weeks ago
Charlotte, North Carolina, United States Dimensional Fund Advisors Full timeNotes to applicants:Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and...
-
Charlotte, United States Barings Full timeAt 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...
-
Associate, Portfolio Management Oversight
1 week ago
Charlotte, North Carolina, United States Barings Full timeBarings is committed to investing in our team members and clients, valuing integrity, communication skills, and teamwork.Position: Associate, Portfolio Oversight and Management Support (CLO)Business Unit: Client, Finance, and OperationsLocation: Charlotte, NCPosition OverviewBarings Global Public Portfolio Services is in search of a proactive individual to...
-
Charlotte, North Carolina, United States Barings Full timeBarings is committed to nurturing both our employees and our clients. We seek individuals who demonstrate integrity, strong communication skills, specialized knowledge, and a dedication to client interests.Position: Associate, Portfolio Oversight and Management Support (CLO)Business Unit: Client, Finance, and OperationsLocation: Charlotte, NCPosition...
-
Charlotte, North Carolina, United States Barings Full timeBarings is committed to investing in our team members and clients. We prioritize individuals who demonstrate integrity, strong communication skills, and a commitment to client interests.Position: Associate, Portfolio Management and Oversight (CLO)Business Unit: Client, Finance, and OperationsLocation: Charlotte, NCPosition OverviewBarings Global Public...
-
Lead Client Portfolio Manager
1 week ago
Charlotte, North Carolina, United States Barings Full timeAt Barings, we prioritize the growth and development of our associates alongside our commitment to our clients. We value individuals who demonstrate integrity, effective communication, specialized skills, and a collaborative spirit, all while being dedicated to client interests. We appreciate your interest in becoming part of the Barings team and encourage...
-
Senior Client Portfolio Manager
1 week ago
Charlotte, North Carolina, United States Barings Full timeAt Barings, we prioritize the growth and development of our associates alongside our commitment to our clients. We value individuals who demonstrate dedication, integrity, and strong communication skills, as well as those who possess specialized knowledge and a collaborative spirit. We appreciate your interest in becoming part of the Barings team and...
-
Portfolio Community Association Supervisor
1 week ago
Charlotte, North Carolina, United States RealManage Full timeOverview:Are you interested in joining a rapidly expanding technology-driven HOA management firm that values your expertise and dedication? At RealManage, we pride ourselves on fostering a supportive environment that promotes career advancement and teamwork. We offer comprehensive assistance through our Manager Success Group, ongoing training, and...
-
Senior Portfolio Manager
3 days ago
Charlotte, North Carolina, United States Barings Full timeAbout the RoleAt Barings, we are committed to fostering a culture of excellence and integrity. We are seeking a highly skilled and experienced Senior Portfolio Manager to join our Global Private Finance team.Key ResponsibilitiesBusiness Development: Serve as a primary business development liaison for Barings' Global Private Finance platform, communicating...
-
Healthcare Portfolio Manager
3 weeks ago
Charlotte, United States Wells Fargo Full timeFocus on managing a complex credit portfolio of account relationships in Healthcare Portfolio Management within Commercial Banking. Research complex financial and credit information for commercial businesses according to business unit standards. Cond Portfolio Manager, Healthcare, Portfolio, Associate, Relationship Manager, Health
-
Portfolio Associate, IT Network Systems
1 month ago
Charlotte, United States Brightspeed Full timeJob DescriptionJob DescriptionCompany DescriptionAt Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South.Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of...
-
Associate PR Director
2 weeks ago
Charlotte, United States KADA Inc Full timeJob Description Are you a talented and driven Associate Public Relations Director seeking an exciting opportunity to make an impact? Our client is looking for a passionate professional like you to join their team. As an Associate Public Relations Director, you will play a pivotal role in expanding their integrated communications programs and driving business...
-
Portfolio Management Associate
2 weeks ago
Charlotte, North Carolina, United States Churchill Real Estate Full timePosition Overview:Join our Asset Management team at Churchill Real Estate, where you will play a crucial role in overseeing our comprehensive loan portfolio. Your primary focus will be to enhance performance and ensure that specialty serviced loans are managed effectively to optimize returns. The ideal candidate will have a proactive approach to maximizing...
-
Charlotte, North Carolina, United States Barings Full timeAbout the RoleBarings is seeking a highly motivated and detail-oriented individual to join our Global Client Operations team as a Portfolio Oversight and Management Support Associate. This role will provide regular daily and ad-hoc support to the investment team and institutional clients, ensuring the accuracy and integrity of fund accounting and portfolio...
-
Senior Construction Accountant
4 days ago
Charlotte, North Carolina, United States Primary Recruiting Services Full timeAbout the RoleWe are seeking a highly skilled Senior Construction Accountant to join our team at Primary Recruiting Services. As a key member of our finance department, you will be responsible for managing the day-to-day construction accounting functions for a portfolio of properties undergoing renovations and restorations.Key ResponsibilitiesFinancial...
-
Commercial Banking Portfolio Associate
6 days ago
Charlotte, United States Ryan Consulting Group Full timeJob DescriptionJob DescriptionTitle: Commercial Banking Portfolio AssociateType of role: Direct-hire/full-time employmentLocation: Uptown Charlotte, NC (On-site 4 days/week)Compensation: $140K – 175K (Target bonus 10-20%)Note: All candidates must be able to work as a W2 employee for any employer in the US. (The role is not eligible for Corp to Corps or...