Associate, Client Onboarding and Transitions Management

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: Associate, Client Onboarding and Transitions Management

Business Unit: Client Experience

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

To act as a primary coordinator for implementation of new funds and separate accounts and significant change management on existing funds and separate accounts.

Primary Responsibilities

The candidate will be required to support the following core processes:

• On-boarding and Transition Management, including facilitating meetings, maintaining supporting transition management tools and coordinating key activities for the following core transition events.
• Client Take On / Fund Launches / New Share classes
• Client Termination / Fund Closures
• Benchmark Changes / Custodian Changes
• Liaising effectively with internal and external partners including Custodians, Trustees, Administrators, Regulators, Counterparties and Clients to ensure transition protocols (eg custody opening / closure / transfers) are optimised.
• Actively contributing to the evolution of transition and onboarding processes, ensuring business lines and geographies are aligned and a global approach adopted.

Qualifications

• 2+ years of asset management experience
• Experience in client onboarding, project management or a transitions implementation role
• Effective communicator, both verbally and in writing
• Ability to work with multiple teams, clients, and investment professionals
• Experience using BPM and/or CRM software a plus
• Outstanding interpersonal characteristics, reputation, and team orientation
• Bachelor's Degree, preferably in Finance or related field

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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