Barings Corp. Charlotte , NC 28201
Posted 2 weeks ago
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.
Job Title
Private Markets Analyst - Diversified Alternative Equity
Department: Alternative Investments
Location: Charlotte, NC
Job Summary
Barings Alternative Investments ("BAI") is seeking a generalist private market professional to join its Diversified Alternative Equity ("DAE") team.
Portfolio Management: The candidate will be responsible for the support of portfolio management facilitation across DAE portfolio managers, middle and back-office functions, product management and legal, and the administration, reporting and servicing of all client accounts.
Investment Management: Professional would also support investment management origination, underwriting, closing, and monitoring of a portfolio of private equity and real asset investments.
Candidate will develop a deep understanding of DAE's business and be able to articulate that knowledge internally and externally.
The position will be located at Barings' global headquarters in Charlotte, NC. The candidate will report to a senior professional on DAE team.
Portfolio Management Responsibilities
Responsibilities are focused on (i) supporting the Head of Portfolio Management ("PM") across a wide range of business and operations activities and (ii) coordinating and facilitating consistent, accurate and timely output for internal decision making and external communication for the highest possible operational quality from DAE's investment platform.
Portfolio Management activities include:
Work with the Head of Portfolio Management on a day-to-day basis and be fully trained across required roles and responsibilities
Manage capital activity, allocation processes, accounting classifications and budgetary development
Facilitate and lead, with engagement of all portfolio managers, client reporting activity
Track pipeline deal opportunities for consideration across all clients
Review and approve all external client materials, including the creation and distribution of all client pipelines and periodic reporting and presentation materials
Act as a point of knowledge for portfolio targets, limits, dates, status, etc.
Track deal status and allocations with outside counsel
Maintain closed deal reporting and ensure accurate data flow through the PM systems
Work closely with Barings IT on system issues and improvements
Act as DAE's secondary point of contact with Product Management, Business Management, Legal, Accounting, Client Onboarding, Compliance, and Technology teams
Support business development activity through detailed performance data analysis and existing and prospective client presentations
Support Product Management with RFP (Request for Proposal) assignments
Participate and lead projects as needed under tight time constraints
Investment Responsibilities
Responsibilities are focused on underwriting strong investments and supporting growth and development of DAE's private markets platform. Investment activities include:
Assist in the origination activity of strategically targeted investment opportunities supportive of client objectives
Support due diligence of private equity and infrastructure equity opportunities across primary funds, secondary funds, and direct equity co-investments sponsored by qualified private market established and emerging managers, and independent sponsors
Facilitate the development of focused investment themes and author detailed investment memorandums
Development of investment models to support the investment underwriting
Provide post-closing monitoring and valuation of investment performance and views on future expectations
Support of quarterly reporting requirements of our clients
Travel to due diligence on-site meetings, annual general meetings, and industry conferences
Qualifications
Qualifications include:
Bachelor's degree, preferably with a concentration in business, financing, accounting, or economics
2+ years of investment banking, corporate finance, or commercial banking analytical skills
Additionally, we are open, for the right candidate, to consider a person who possess other advanced quantitative modeling skills and who has a deep desire to learn and grow across the DAE private markets platform
Other key qualifications include:
Strong interest or experience in illiquid asset classes within alternative investments
Prior experience across areas such as client engagement, cash management, portfolio monitoring and criteria measures, performance tracking and benchmarking, quality control management, and data analytics
Strong ability to understand complex assignments with minimal oversight from senior staff, while completing required assignments accurately and on time
Highly conscientious person who is intellectually curious, proactive, and diligent in attention to detail
Excellent presentation capabilities and refined verbal and written communications skills
Ability to develop strong working relationships with DAE and Barings colleagues, private market managers, portfolio company executives, and investors
Ability to prioritize and multi-task in a changing environment with a high degree of independence, initiative, responsibility and accountability
A high degree of proficiency and adaptability with various software programs including Excel, Word, Power Point, Outlook, and CapIQ
Conduct ad hoc requests and analysis as needed
Ability and willingness to travel predominately within the U.S.
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 Corp.