Associate Director, Investor Relations

Barings•Charlotte, NC

About The Position

Barings is seeking an Associate Director for its Charlotte based Global Investor Relations Team. This individual will fill a vital role on the U.S. based team and work closely with their counterparts in London and Hong Kong. Role expectations are to complete all day-to-day Investor Relations processes, liaising directly with clients and internal teams and help identify enhancements to the Client experience. This position will sit in Charlotte.

Requirements

5+ years of asset management, transfer agency, broker, or advisory firm experience.
Experience across the Wealth/Retail channel; effectively working with RIA’s, wealth managers & custodians
A client first mentality and strong interpersonal skills; our firm and team culture are paramount.
Ability to work under pressure, to multi-task and handle multiple queries from clients, transfer agents and colleagues
Proficient in Microsoft Office Suite

Nice To Haves

Experience with alternative platforms such as iCapital, Subscribe+ and CAIS is a plus

Responsibilities

Coordinating with multiple Transfer Agents, including attending regular service review calls, assisting with escalated issues / incidents, monitoring their adherence to SLAs & KPIs and annual Due Diligence reviews & visits.
Complete dealing, settlement, registration, and NIGO queries from our TA partners, performing duties in accordance with market practices and in a timely manner.
Responsible for the processing of Capital activities (subscription, redemption, transfer, switches) and non-financial activities (new investor creation, static data maintenance, statement & contract note distribution, audit confirms, responding to investor / client queries & multiple time bound projects).
Interact with TAs to assist with resolution of AML Customer Due Diligence (CDD) issues and Annual Refreshes
Fulfill requests from Distributors, Fund Platforms or Data Vendors for the completion of fund data templates accurately and within required timescales.
Build professional, positive and collaborative working relationships with colleagues in other departments, e.g. Portfolio Management, Compliance, Legal, Operations, Client Onboarding, etc.
Assist with new client onboarding across the Retail/Wealth channel, coordinating activities with business line partners and service teams to provide a smooth and seamless Client experience.

Benefits

Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
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
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
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
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program