Associate Client Reports Manager Associate Client Reports Manager …

in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Associate Client Reports Manager
Client Reporting Manager / Associate Charlotte, NC, United States/en-US/Barings/job/Charlotte--NC-United-States/Client-Reporting-Manager---Associate_JR_002178-1/apply

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.

Business Unit:

Client Service

Title - Client Reporting Manager / Associate

Department - Client Service, Product Management & Development

Location - Charlotte, NC

Barings is a $346+ billion* 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.

*As of June 30, 2020

Job Summary:

The main purpose of this role is to assist in the successful build out of a base level of client reporting, and to contribute to the ongoing success of the Client Reporting function. This role will require strong technical knowledge across asset classes, significant attention to detail, as well as the ability to project manage and think strategically. It will also require effective liaison with business partners across Barings, to leverage expertise and problem solve. Additionally, depending on experience, the role may require effective management and leadership of Client Service Associates within the Client Reporting Group.

Primary Responsibilities:

Client Reporting

  • Take a lead role in the development of a base level of client reporting, including:
  • Standardize, streamline and enhance the reporting suite for pooled fund clients across all asset classes
  • Define and align data points included in reports, both across and within asset classes
  • Analyze bespoke reporting deliverables to identify efficiencies by aligning with standard reporting content
  • Identify remedial actions on current bespoke client reporting deliverables
  • Work with internal business partners to implement content and format changes and to agree automation prioritization
  • Resolve data issues post-automation
  • Understand and plan for evolution of ESG reporting requirements from regulatory and client expectation perspective, working with ESG business partners across the firm to implement
  • Review alignment of reporting deadlines against data availability to improve client experience
  • Leverage reporting templates to build out of standard suite of reports for SMAs
  • Additionally, the role will require strong partnership and communication with the Client Service Managers/ Associates to support the quality and timeliness of reporting sent out to clients and to resolve any issues

Team Management Dependent on experience

  • Management of client reporting associates responsible for manual reporting deliverables, future involvement in management of those responsible for review of automated reporting deliverables
  • Oversee schedule of manual client reporting deliverables, ensuring all regular and ad hoc deadlines met

Strategic Projects

  • Support key projects arising from the Client Reporting Group

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.

Posted 5 Days AgoFull timeJR_002178

Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service.

Our team-driven culture is based on transparency, responsibility and putting our clients interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors capital over the long term is an essential component of our lasting partnerships.

Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service.

As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.

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