Barings
Portfolio Analyst/Senior Portfolio Analyst
Barings, Charlotte, North Carolina, United States, 28245
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 Analyst/Senior Portfolio Analyst
Business Unit: Portfolio Solutions & Analytics
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 is seeking a Senior Associate for the Insurance Portfolio Management (IPM) team. The IPM team manages $20+ billion in AUM across large, multi-sector public/private fixed income portfolios for re/insurance clients. This includes effecting strategic/tactical asset allocation, risk management, security selection, liquidity management, portfolio surveillance, and reporting for 3rd party and internal clients.
Primary Responsibilities
Daily Portfolio Surveillance and OversightLead coverage for select public or private asset classes, including attending sector specific investment calls, investment committees, and serving as IPM subject matter expert for asset classMarket research and AnalysisDaily Liquidity/Trading management and monitoringManage ad hoc, weekly, monthly, and quarterly reporting deliverables for clients and/or internal stakeholdersMaintenance/management of IPM portfolio management tools/databasesLead operational and data initiativesQualifications
Undergraduate degree preferably with a focus on STEM or finance/economics2+ years of experienceAbility to manage large data setsBasic knowledge of financial statements/marketsAbility to perform quantitative/statistical analysis on economic and financial concepts within a portfolio context preferredProficient in Microsoft Office Suite; advanced Excel skillsExperience in or exposure to one or more of the following: R, Python, VBA, SQL, MATLABOwnership bias - ability desire to operate independently and manage processes start to finishStrong interpersonal skills and ability to work with colleagues across different functional and geographic areasBarings 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 CoverageFitness Center Reimbursement Program (Including Online Memberships)Employee Assistance Program (EAP)Fertility BenefitsFINANCIAL WELL-BEING
Highly competitive 401(k) Plan with Company MatchHealth Savings Account (HSA) with Company ContributionsFlexible Spending Accounts (FSA) - Health Care & Dependent CareRetirement Health Reimbursement AccountLIFE INSURANCE
Basic and Supplemental Life InsuranceSpouse and Child Life InsuranceTIME OFF, DISABILITY AND LEAVE OF ABSENCE
Paid Vacation, Sick Days and Annual HolidaysPaid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)Short and Long Term Disability PlansPaid Volunteer TimeOTHER BENEFITS
Education Assistance ProgramCharitable Matching Gifts ProgramCommuter Reimbursement ProgramAdoption and Surrogacy Reimbursement Program
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Portfolio Analyst/Senior Portfolio Analyst
Business Unit: Portfolio Solutions & Analytics
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 is seeking a Senior Associate for the Insurance Portfolio Management (IPM) team. The IPM team manages $20+ billion in AUM across large, multi-sector public/private fixed income portfolios for re/insurance clients. This includes effecting strategic/tactical asset allocation, risk management, security selection, liquidity management, portfolio surveillance, and reporting for 3rd party and internal clients.
Primary Responsibilities
Daily Portfolio Surveillance and OversightLead coverage for select public or private asset classes, including attending sector specific investment calls, investment committees, and serving as IPM subject matter expert for asset classMarket research and AnalysisDaily Liquidity/Trading management and monitoringManage ad hoc, weekly, monthly, and quarterly reporting deliverables for clients and/or internal stakeholdersMaintenance/management of IPM portfolio management tools/databasesLead operational and data initiativesQualifications
Undergraduate degree preferably with a focus on STEM or finance/economics2+ years of experienceAbility to manage large data setsBasic knowledge of financial statements/marketsAbility to perform quantitative/statistical analysis on economic and financial concepts within a portfolio context preferredProficient in Microsoft Office Suite; advanced Excel skillsExperience in or exposure to one or more of the following: R, Python, VBA, SQL, MATLABOwnership bias - ability desire to operate independently and manage processes start to finishStrong interpersonal skills and ability to work with colleagues across different functional and geographic areasBarings 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 CoverageFitness Center Reimbursement Program (Including Online Memberships)Employee Assistance Program (EAP)Fertility BenefitsFINANCIAL WELL-BEING
Highly competitive 401(k) Plan with Company MatchHealth Savings Account (HSA) with Company ContributionsFlexible Spending Accounts (FSA) - Health Care & Dependent CareRetirement Health Reimbursement AccountLIFE INSURANCE
Basic and Supplemental Life InsuranceSpouse and Child Life InsuranceTIME OFF, DISABILITY AND LEAVE OF ABSENCE
Paid Vacation, Sick Days and Annual HolidaysPaid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)Short and Long Term Disability PlansPaid Volunteer TimeOTHER BENEFITS
Education Assistance ProgramCharitable Matching Gifts ProgramCommuter Reimbursement ProgramAdoption and Surrogacy Reimbursement Program