Associate - Portfolio/Platform Management
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Overview
Job 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.
Primary Responsibilities
Portfolio/Platform Management role working across the Private Placements, Asset Backed Finance and Infrastructure teams. Position assists the Portfolio Management team in overseeing investment opportunities for client accounts, facilitates communication between Barings teams on behalf of client requests, maintains data integrity for all portfolios/investments and assists with creation of new and existing client presentations.
- Responsible for supporting the portfolio construction effort for Private Placement, Asset Backed Finance and Infrastructure Debt assets including USD and non-USD investments in SMA and fund formats
- Create client portfolio review presentations and support
- Create and maintain regular pipelines for clients using Barings front end applications
- Assist Barings Client Portfolio Management function in support of new third-party business
- Work closely with Barings technology teams to create new reporting and efficiencies for the Private Placement, Asset Backed Finance and Infrastructure Debt teams
- Regularly coordinate with several different Barings teams on ad-hoc client requests
- Monitor data accuracy across Barings proprietary portfolio management systems
Qualifications
- Strong proficiency in Microsoft Office products
- Exceptional customer service with a client focus
- Excellent oral and written communication skills
- Strong organizational, facilitation and collaboration skills
- Four-year college degree required
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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