Barings Finance/FinTech

Associate - Portfolio/Platform Management

New York City, NY In person Full-time

Location: New York, NY, United States

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.

Primary Responsibilities

Portfolio/Platform Management role working across the Private Placements, Asset Backed Finance and Infrastructure teams. Position assists the Portfolio Management team in overseeing investment opportunities for client accounts, facilitates communication between Barings teams on behalf of client requests, maintains data integrity for all portfolios/investments and assists with creation of new and existing client presentations.

Responsible for supporting the portfolio construction effort for Private Placement, Asset Backed Finance and Infrastructure Debt assets including USD and non-USD investments in SMA and fund formats

Create client portfolio review presentations and support

Create and maintain regular pipelines for clients using Barings front end applications

Assist Barings Client Portfolio Management function in support of new third-party business

Work closely with Barings technology teams to create new reporting and efficiencies for the Private Placement, Asset Backed Finance and Infrastructure Debt teams

Regularly coordinate with several different Barings teams on ad-hoc client requests

Monitor data accuracy across Barings proprietary portfolio management systems

Strong proficiency in Microsoft Office products

Exceptional customer service with a client focus

Excellent oral and written communication skills

Strong organizational, facilitation and collaboration skills

Four-year college degree required

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

Job description provided by Barings.
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