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Barings

Senior Associate, Valuation

Posted 18 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
75K-110K Annually
Junior
In-Office
Charlotte, NC, USA
75K-110K Annually
Junior
The Senior Associate in Valuation will manage valuation processes, collaborate with stakeholders, ensure appropriate reviews, and improve operations.
The summary above was generated by AI

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:  Senior Associate, Valuation

Business Unit: GTO - Global Business Services

Location: Charlotte, NC; Boston, MA; New York, NY; Chicago, IL

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

Barings is seeking a motivated individual with strong analytical skills and attention to detail for the Valuation team. This individual will be responsible for key components of Barings valuation processes across a diverse set of asset classes.

Primary Responsibilities

  • Develop productive working relationships with all stakeholders: Investment teams, fund accounting teams, auditors, third party vendors and management
  • Establish the valuation work plan and schedule meetings with necessary stakeholders
  • Ensure all valuations provided by a third-party have received the appropriate level of review and approval
  • Maintain strong working knowledge of the inventory of assets to be valued
  • Test calculations and valuation methodologies when needed
  • Assist in the development of reporting to Management, Valuation Committee, and BODs
  • Provide audit support as it relates to valuations
  • Constantly seek to improve the process and approach through operating procedures, technology and analytical acumen.

Qualifications

  • Bachelors Degree in Finance, Economics, Accounting or Business preferred
  • 1-3 years of work experience in valuation or auditing in financial services
  • A proactive team player who isn’t afraid to ask questions and dig into details.  A strong sense of curiosity will serve you well in this position
  • Strong acumen in Microsoft Excel and PowerPoint or be able obtain it
  • Experience with SQL, or desire to gain experience is preferred
  • Basic understanding of relational databases
  • An interest in valuation methods and the desire to build knowledge and expertise in the field
  • Be a team player with a positive attitude
  • Progress toward the CFA charter is strongly preferred

Base Salary Range $75,000- $110,000 plus additional incentive programs (this will be based on candidate experience, location, and additional factors)

#LI-JS1

Requisite Skills

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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