Senior Associate - Metrics & Reporting

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: Senior Associate - Metrics & Reporting

location: Charlotte, NC / Boston, MA

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.

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

The Portfolio Finance team is small, close-knit, and highly collaborative. Team members are motivated by a shared goal to originate attractive investment opportunities for third-party clients while addressing the unique financing needs of our customers. The team is primarily focused on originating investment-grade, senior secured loans to asset managers and the investment vehicles that they manage across a range of asset classes, including private equity, private credit, and real estate debt. The loans, directly originated by the Portfolio Finance team, are highly negotiated, and often involve complex structuring across various global jurisdictions. The team has originated over $40 billion in private investments since 2017 and recently transitioned to Barings from MassMutual.

The Senior Associate is a key contributor towards operational effectiveness and efficiency leveraging technology-based solutions to enable insightful program-level reporting for both internal and external stakeholders. 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.

Primary Responsibilities

• 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 for both internal and external stakeholders.
• Assess new investor reporting requirements and support ongoing delivery.
• Participate in technology/automation initiatives to drive streamlined integration with borrowers, internal partners, and third-party vendors.
• Support internal controls activities.

Qualifications

• Bachelor’s degree with at least 3 - 5 years of relevant experience in: fund finance, structured finance, investment banking, private equity, private credit, hedge funds, or management consulting.
• Minimum of 3 years’ experience in data analysis or reporting.
• Prior experience in investment reporting and analysis within private credit highly preferred.
• Strong analytical and problem-solving skills, attention to detail, well-organized, self-starter, and able to multitask and deliver work products on short timeframes.
• Experience with synthesizing and visualizing data for executive level presentations.
• Clear, confident communication with stakeholders.
• Excellent command and proficiency of MS excel.
• Control focused and attentive to detail.
• Strong knowledge of and experience with analytic tools and programming languages (Python/R, and SQL with VBA a plus).
• Ability and openness to understanding operational, accounting, and legal aspects of investments.

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