Senior Associate, Investment Analytics & Portfolio Risk

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, Investment Analytics & Portfolio Risk

Business Unit: Portfolio Solutions & Analytics

Location: Charlotte, NC or Boston, MA

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 Solutions & Analytics team at Barings is seeking a professional to support the Investment Analytics & Portfolio Risk group. The role will be focused on investment analytics and risk metrics to help the investment teams make informed decisions in the areas of asset allocation and risk management. Ideal candidate will have a combination of 2+ years of experience related to public markets (fixed income), analytics, and market/investment risk.

The role requires strong communication skills, written and verbal, in order to collaborate effectively across Portfolio Solutions & Analytics, Investment Management, Investment Risk Management, Technology and Operations, Product Management, Compliance, and Client Portfolio Services teams at the firm.

A successful candidate has an understanding of public fixed income markets including at least some of EM & DM Corporate debt, EM & DM Sovereign debt, CLOs, Securitized assets, and/or various derivative products (currency swaps, interest rate swaps, futures, forwards, etc.). A successful candidate has experience and expertise with buy side risk management platforms (RiskMetrics, FactSet, BarraOne, Aladdin). Familiarity with various risk metrics and financial risk modeling is required (credit risk, market risk, and liquidity risk).

Primary Responsibilities

Effectively communicate primary drivers of risk and performance, as well as the ability to discuss risk factor analysis for investment portfolios

Develop new risk & analytics tools to support the private and public investment platforms

Conduct research and present relevant findings to stakeholders and upper-level management

Provide analysis on an ad-hoc basis when requested by various stakeholders

Manage weekly, monthly, and quarterly deliverables for clients and or internal stakeholders

Collaborate on the production and development of management level reporting and quarterly reporting for various investment teams and senior management

Ability to aggregate, manipulate, and translate data into useful solutions to help drive decision making

Participate in monthly strategy meetings with portfolio managers

Qualifications

Degree in Finance or related field (Math, Engineering, Computer Science, Economics)

2+ Years of Experience in markets, analytics, and/or market/investment risk

Curious, self-starter with an interest in continual professional and personal development

Strong interpersonal skills and ability to work with constituents across different functional and geographic areas

Prior experience in public markets with a focus on risk and performance

Knowledge of risk metrics, stress testing, and scenario analysis

Strong familiarity with data processing

Familiarity with buy side market risk platforms

Analytical and quantitative background

Experience with querying and/or programming languages: SQL, Excel (VBA), Python, Matlab, R

#LI-JS1

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

JR_005230