Portfolio Oversight and Management Support (Insurance Multi-Strat)

Barings•Charlotte, NC

15d

About The Position

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: Portfolio Oversight and Management Support (Insurance Multi-Strat) Business Unit: Global Portfolio Services Location: Charlotte, NC 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 Global Public Portfolio Services team has an opening for a motivated individual who would like to join our innovative team of financial professionals. Primary Responsibilities The candidate will be required to support the following core processes: Portfolio Oversight: Supporting Insurance Multi-Strat team within Global Public Portfolio Services in order to meet their main responsibilities including: Develop significant level of expertise of the Public & Private holdings, terms, and transactions of multiple portfolios to provide intuitive and proactive oversight of these portfolios specializing in Insurance Clients. Providing regular daily and ad-hoc support to the investment team and insurance clients. Daily interaction with the Insurance Portfolio Management team to address any questions that arise as part of the daily processes. Respond to numerous ad hoc requests from internal and external clients for additional information. Act as subject matter expert on the funds/portfolios covered. Working effectively with third party administrators and internal parties to ensure a high level of service. Prepare relevant portfolio reporting as required. Systems and Operational process improvement: Improve procedures implemented, document manual processes; recommend process changes as appropriate. System projects and testing undertaken in accordance with agreed project timeframes. Recommendations made to improve the effectiveness and efficiency of all systems, processes, and procedures, documented and reported to Head of Portfolio Services. Qualifications Bachelor's degree, or equivalent, in Accounting, Finance, or related business field preferred Advanced Excel skills preferred. Previous experience with the Aladdin tool would be a benefit; Power BI experience a plus. Strong organizational, analytical and troubleshooting skills with the ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner. Ability to perform accurately under pressure. Detail-oriented, highly motivated, team player. #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 Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service. Our team-driven culture is based on transparency, responsibility and putting our clients’ interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors’ capital over the long term is an essential component of our lasting partnerships. Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service. As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.

Requirements

Bachelor's degree, or equivalent, in Accounting, Finance, or related business field preferred
Advanced Excel skills preferred.
Strong organizational, analytical and troubleshooting skills with the ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner.
Ability to perform accurately under pressure.
Detail-oriented, highly motivated, team player.

Nice To Haves

Previous experience with the Aladdin tool would be a benefit; Power BI experience a plus.

Responsibilities

Supporting Insurance Multi-Strat team within Global Public Portfolio Services in order to meet their main responsibilities including:
Develop significant level of expertise of the Public & Private holdings, terms, and transactions of multiple portfolios to provide intuitive and proactive oversight of these portfolios specializing in Insurance Clients.
Providing regular daily and ad-hoc support to the investment team and insurance clients.
Daily interaction with the Insurance Portfolio Management team to address any questions that arise as part of the daily processes.
Respond to numerous ad hoc requests from internal and external clients for additional information.
Act as subject matter expert on the funds/portfolios covered.
Working effectively with third party administrators and internal parties to ensure a high level of service.
Prepare relevant portfolio reporting as required.
Improve procedures implemented, document manual processes; recommend process changes as appropriate.
System projects and testing undertaken in accordance with agreed project timeframes.
Recommendations made to improve the effectiveness and efficiency of all systems, processes, and procedures, documented and reported to Head of Portfolio Services.

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