Portfolio Analytics, Senior Associate

Barings•Boston, MA

1d•$90,000 - $105,000

About The Position

The Portfolio Analytics Senior Associate is a key contributor towards operational effectiveness and efficiency leveraging technology-based solutions to streamline efficiencies, enable insightful program-level reporting, and support the reduction of investment and operational risk. 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. The role operates at the intersection of finance and technology and serves as a key liaison with various internal partners.

Requirements

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.
Minimum of 2 years’ experience in data analysis or reporting.
Experience with data visualization tools & best practices (hands on experience with PowerBi or Tableau preferred).
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.
Strong analytical and problem-solving skills, attention to detail, well-organized, self-starter, and able to multitask and deliver work products on short timeframes.
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.
Experience with synthesizing and visualizing data for presentations.
Ability and openness to understanding operational, accounting, and legal aspects of investments.
Demonstrated interest in and experience with operational enablement through technology.
Excellent documentation and communication skills.
Control focused and attentive to detail.

Nice To Haves

Prior experience in investment reporting and analysis within private credit highly preferred.
Experience working with at least one alternative asset class and a good understanding of the risks and operations of others across the alternative investment landscape.

Responsibilities

Perform routine data cleansing/pre-processing and automate data transformation processes.
Support with maintenance of BPF’s proprietary portfolio monitoring database and assessing data quality & integrity on a continuous basis.
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.
Critically evaluate information provided from multiple sources – both internal and external – and reconcile discrepancies to ensure sound data quality.
Produce (and automate where possible) regularly scheduled and ad-hoc management reports to enable decision making.
Participate in technology/automation initiatives to drive streamlined integration with borrowers, internal partners, and third-party vendors.
Support internal controls activities.

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