Senior Associate, Valuations

Business Unit: GTO - Global Business Services

Location: Charlotte, NC

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

Barings is seeking a motivated individual with strong analytical skills and attention to detail for the Valuation team. This individual will be responsible for key components of Barings valuation processes across a diverse set of asset classes.

Primary Responsibilities

• Develop productive working relationships with all stakeholders: Investment teams, fund accounting teams, auditors, third party vendors and management

• Establish the valuation work plan and schedule meetings with necessary stakeholders

• Ensure all valuations provided by a third-party have received the appropriate level of review and approval

• Maintain strong working knowledge of the inventory of assets to be valued

• Test calculations and valuation methodologies when needed

• Assist in the development of reporting to Management, Valuation Committee, and BODs

• Provide audit support as it relates to valuations

• Constantly seek to improve the process and approach through operating procedures, technology and analytical acumen.

Qualifications

• Bachelors Degree in Finance, Economics, Accounting or Business preferred

• 1-3 years of work experience in valuation or auditing in financial services

• A proactive team player who isn’t afraid to ask questions and dig into details.  A strong sense of curiosity will serve you well in this position

• Strong acumen in Microsoft Excel and PowerPoint or be able obtain it

• Experience with SQL, or desire to gain experience is preferred

• Basic understanding of relational databases

• An interest in valuation methods and the desire to build knowledge and expertise in the field

• Be a team player with a positive attitude

• Progress toward the CFA charter is strongly preferred