Senior Portfolio Associate

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 Portfolio Associate

Business Unit: Portfolio Finance

Location: Charlotte, NC; Boston, MA

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

The Portfolio Finance team is small, close-knit, and highly collaborative. Team members are motivated by a shared goal to originate attractive investment opportunities for third-party clients while addressing the unique financing needs of our customers. The team is primarily focused on originating investment-grade, senior secured loans to asset managers and the investment vehicles that they manage across a range of asset classes, including private equity, private credit, and real estate debt. The loans, directly originated by the Portfolio Finance team, are highly negotiated, and often involve complex structuring across various global jurisdictions. The team has originated over $40 billion in private investments since 2017 and recently transitioned to Barings from MassMutual.

The Senior Portfolio Associate is a key contributor towards operational effectiveness and efficiency leveraging technology-based solutions for broad business enablement, information capture, and reporting. This role sits within Barings Portfolio Finance’s Portfolio Analytics team, a team responsible for Data & Analytics, Operational Infrastructure, Management Reporting, Track Record, and Credit Modeling.

Primary Responsibilities

The responsibilities of the role include, but are not limited to:

• Perform routine data cleansing/pre-processing and automate data transformation processes.
• Critically evaluate information provided from multiple sources – both internal and external – and reconcile discrepancies to ensure sound data quality.
• Support with maintenance of BPF’s proprietary portfolio monitoring database and assess data quality & integrity on a continuous basis.
• Produce (and automate where possible) regularly scheduled and ad-hoc management reports to enable decision making for both internal and external stakeholders.
• Assess new investor reporting requirements and support ongoing delivery.
• Participate in technology/automation initiatives to drive streamlined integration with internal partners, borrowers, investors, and third-party vendors.
• Identify, analyze, and interpret financial data and uncover trends within large/complex data sets.
• Identify various process improvement solutions and support with development of predictive analytic capabilities.

Qualifications

• Bachelor’s degree (business and/or data science/analytics related) with 2 - 4 years of experience in data management within a financial context; solid financial acumen.
• Willingness to learn and absorb complex lending structures and legal documents and translate economic and risk factors to financial models and tools used to manage the overall portfolio.
• Demonstrated interest in and experience with operational enablement through technology.
• Strong analytical and problem-solving skills, attention to detail, well-organized, self-starter, and able to multitask and deliver work products on short timeframes.
• Clear, confident communication with stakeholders.
• Strong knowledge of and experience with analytic tools and programming languages (Python/R, and SQL with VBA a plus).
• Excellent command and proficiency of MS excel.
• Control focused and attentive to detail.

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