Global Private Finance, Associate/Senior Associate

Barings•Charlotte, NC

2d•$120,000 - $160,000•Hybrid

About The Position

The Global Private Finance team (> $60BN of AUM) is seeking 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.

Requirements

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

Nice To Haves

Successful completion of a formal commercial credit training program

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

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