Global Public Portfolio Services Senior Associate/ Associate Director

3 months 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.

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 Benefits

FINANCIAL 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 Account

LIFE INSURANCE

Basic and Supplemental Life InsuranceSpouse and Child Life Insurance

TIME 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 Time

 OTHER BENEFITS

Education Assistance ProgramCharitable Matching Gifts ProgramCommuter Reimbursement ProgramAdoption and Surrogacy Reimbursement Program

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