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Barings

Global Private Finance, Associate/Senior Associate

Posted 10 Days Ago
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In-Office
Charlotte, NC, USA
120K-160K Annually
Senior level
In-Office
Charlotte, NC, USA
120K-160K Annually
Senior level
Support underwriting, execution, and portfolio management of private credit investments for private equity-sponsored transactions. Perform financial and covenant analysis, build operating and LBO models, prepare investment memos, present recommendations, and monitor borrower performance and portfolio risk.
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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: Global Private Finance, Associate/Senior Associate

Corporate Title: Associate or Senior Associate

Business Unit: Global Private Finance

Location: Charlotte, NC or New York, NY

Job Summary

The Global Private Finance team (> $60BN of AUM) is seeking a highly motivated Associate or Senior Associate to assist in the underwriting, execution, and management of private credit financing solutions to private equity sponsored transactions across a variety of industries. This individual will work closely with senior investment professionals throughout the investment lifecycle, including opportunity evaluation, due diligence, structuring, investment committee approval, transaction execution, and ongoing portfolio management. The position can be located in either our Charlotte or New York office.

Primary Responsibilities

  • Conduct comprehensive credit underwriting and due diligence on prospective investments, including meetings with management teams and leading private equity sponsors as well as account management activities
  • Perform detailed financial analysis on potential borrowers including review of historical financial performance, customer & product trend analysis, etc.
  • Develop comprehensive operating and LBO models to evaluate investment opportunities under multiple operating and capital structure scenarios
  • Assist in preparation of investment memos containing written description of borrower business operations, industry dynamics, financial performance, etc.
  • Prepare and present investment recommendations to senior investment professionals and investment committees
  • Monitor a portfolio of existing investments, including quarterly financial reviews, covenant compliance analysis, amendment requests, liquidity assessments, risk rating recommendations, and investment valuations 

Qualifications

  • Bachelor’s Degree in Finance, Business Administration, or Accounting
  • 2-6 years of work experience preferably in private credit, investment banking, transaction advisory, or commercial banking. Successful completion of a formal commercial credit training program a plus.
  • Strong analytical skill set
  • Advanced Excel skills
  • Effective communication skills
  • Demonstrated work ethic, with the ability to manage multiple transactions simultaneously in a fast-paced environment
  • Develops strong and effective relationships with all areas across the organization
  • Proficient in use of Microsoft Office Product Suite

#LI-CM2

Base Salary Range: $120,000-160,000 and additional incentive compensation.

Requisite Skills

Credit Analysis, Financial Statement Analysis, Portfolio Management, Private Financing, Underwriting

Additional Skills

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
HQ

Barings Charlotte, North Carolina, USA Office

300 S Tryon St, Charlotte, NC, United States

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