Portfolio Finance, Associate Director
at Barings
London, England, United Kingdom -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 20 Jan, 2025 | Not Specified | 21 Oct, 2024 | 2 year(s) or above | Investment Banking,Operations,Investments,Openness,Hedge Fund,Computer Skills,Financial Applications,Structured Finance,Investment Decisions,Microsoft Office,Excel,Communication Skills,Portfolio Managers,Legal Aspects,Private Equity | No | No |
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Description:
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.
Department: Portfolio Finance
Location: London, UK (On-site)
Barings is a $406+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions. Learn more, at
www.barings.com
.
The Opportunity
The Senior Associate role will support the underwriting, execution, and oversight of 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 $38 billion in private investments since 2017 and recently transitioned to Barings from MassMutual.
The Team
The team is small, close-knit, and highly collaborative. The Senior Associate will be a critical full-time member of the team. Team members are motivated by a shared goal to originate attractive investment opportunities for third-party clients as well as MassMutual’s GIA while also addressing the unique financing needs of our customers, who are typically world-class alternative investment managers or specialty finance companies. The Senior Associate will support all aspects of the Portfolio Finance platform, including working closely with Portfolio Managers, Directors, Structuring Leads, other team members across Barings as well as external partners.
Key Responsibilities
- Conduct in-depth analysis on prospective investments including due diligence, financial modeling, and sensitivity analysis
- Prepare investment memos and present recommendations to investment committees
- Assist in managing the existing portfolio of investments, including leading the quarterly review process, reviewing and recommending material modifications, and monitoring ongoing performance
The Minimum Qualifications
- Bachelor’s degree from a top university with at least 2-3 years of relevant experience in: fund finance, structured finance, investment banking, private equity, credit hedge fund, private credit, or other alternative investment experience
- Passion and intellectual curiosity for finance / investments, with a strong understanding of accounting principles
- Comfort working with and making investment decisions using concepts of leverage in a corporate debt context (e.g., Debt / EBITDA) and in a real estate debt context (e.g., LTV, DSCR, Debt Yield)
- Good understanding of the roles, responsibilities and motivations of the primary participants in the investment management ecosystem
- Excellent communication skills, both written and oral, to succeed in a fast-paced, team environment
- Strong analytical and problem-solving skills, attention to detail, well-organized, self-starter, and able to multitask and deliver work products on short timeframes
- Ability to work closely with portfolio managers and senior management
- Ability and openness to understanding operational, accounting, and legal aspects of investments
- Strong computer skills including experience with financial applications including proficiency in Microsoft Office (Excel, Power Point and Word)
The Ideal Qualifications
- Professional experience working on complex negotiated transactions
- 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
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.
LI-GD1
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
Responsibilities:
- Conduct in-depth analysis on prospective investments including due diligence, financial modeling, and sensitivity analysis
- Prepare investment memos and present recommendations to investment committees
- Assist in managing the existing portfolio of investments, including leading the quarterly review process, reviewing and recommending material modifications, and monitoring ongoing performanc
REQUIREMENT SUMMARY
Min:2.0Max:3.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Finance
Proficient
1
London, United Kingdom