Barings

Finance / FinServ

PortfolioAnalytics,SeniorAssociate

$0–0k charlotte, north carolina, united states; boston, massachusetts, united states FULL TIME Remote Friendly
The Brief

“Portfolio Analytics, Senior Associate at Barings. Skills: Portfolio Analytics, Data & Analytics, Operational Infrastructure, Management Reporting, Track Record, Credit Modeling, Data Management, Data Analysis, Reporting. Perform routine data cleansing/pre-processing and automate data transformation processes.. Support with maintenance of BPF’s proprietary portfolio monitoring database and assessing data quality & integrity on a continuous basis.”

What You'll Achieve.

Operational effectiveness and efficiency; Streamline efficiencies; Enable insightful program-level reporting; Support the reduction of investment and operational risk; Support the reduction of investment and operational risk; Originate attractive investment opportunities for third-party clients; Address the unique financing needs of our customers; Ensure sound data quality

Industry & Context.

Finance / FinServ
Problems you'll solve

Analytical and problem-solving skills; Identify various process improvement solutions; Critically evaluate information provided from multiple sources – both internal and external – and reconcile discrepancies

What They're Looking For.

Must Have

Bachelor's degree (business and/or data science/analytics related), 2 - 4 years of experience in data management within a financial solid financial acumen, Minimum of 2 years’ experience in data analysis or reporting, knowledge of and experience with analytic tools and programming languages (Python/R, and SQL with VBA a plus), Excellent command and proficiency of MS excel, analytical and problem-solving skills, attention to detail, well-organized, self-starter, able to multitask and deliver work products on short timeframes, Willingness to learn and absorb complex lending structures and legal documents and translate economic and risk factors to financial models and tools used to manage the overall portfolio, Experience with synthesizing and visualizing data for presentations, Ability and openness to understanding operational, accounting, and legal aspects of investments, Demonstrated interest in and experience with operational enablement through technology, Excellent documentation and communication skills, Control focused and attentive to detail

Nice to Have

Prior experience in investment reporting and analysis within private credit highly preferred, Experience working with at least one alternative asset class and a good understanding of the risks and operations of others across the alternative investment landscape, hands on experience with PowerBi or Tableau preferred, VBA a plus

What You'll Do.

Perform routine data cleansing/pre-processing and automate data transformation processes.

Support with maintenance of BPF’s proprietary portfolio monitoring database and assessing data quality & integrity on a continuous basis.

and interpret financial data and uncover trends within large/complex data sets.

Identify various process improvement solutions and support with development of predictive analytic capabilities.

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.

Participate in technology/automation initiatives to drive streamlined integration with borrowers

and third-party vendors.

Support internal controls activities.

How You'll Work.

Team & Collaboration

Ability to collaborate as a team member; Key liaison with various internal partners; Team is small, close-knit, and highly collaborative; Drive streamlined integration with borrowers, internal partners, and third-party vendors

Communication Scope

Personal and professional integrity, communication skills; Excellent documentation and communication skills

Free ATS check

Applying for this Portfolio Analytics, Senior Associate role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Barings?

Real rants from real employees. Read before you apply.

Read Company Rants →