Performance Analyst Performance Analyst …

Barings
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Competitive
Barings
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Competitive
Performance Analyst
Performance Analyst Charlotte, NC, United States/en-US/Barings/job/Charlotte--NC-United-States/Performance-Analyst_JR_001799/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:

Portfolio Management Support

Title: Performance Analyst

Department: GIS Global Portfolio Services

Location: Charlotte, NC

Barings is a $335+ billion* 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 solutions and exceptional service. Part of MassMutual, Barings maintains a strong global presence with over 2,100 associates and offices in 18 countries. Learn more at .

1as of September 30, 2019

Job Summary

Barings is looking for an Analyst to oversee the full spectrum of the attribution process for all the various groups within the firm. This position reports to an Associate Director or a Director within the Global Investment Services Department and will be located in Charlotte, NC.

Primary Responsibilities

  • Create and interpret monthly performance attribution
  • Communicate analysis to the clients, product management, and portfolio management teams on a monthly basis
  • Where required, work with stakeholders within Investment, Product or Distribution to explain attribution results / methodology or agree value added enhancements to output
  • Work with team members to QC the data going from our internal systems to Factset to ensure accuracy
  • Oversee daily analytic calculation process; research and resolve issues with analytics and/or other data issues through modeling of bonds within YieldBook, Factset, and RiskSpan
  • Work through daily analytic QCs to cleanse the data which PMs are managing the portfolios against
  • Work with various departments within the organization including the warehouse, trades operations desk, and SSB, to resolve daily matters that arise from a data issue
  • Assist with responses to the RFPs from sales or marketing
  • Execute ad-hoc report requests for either internal or external consumption

Qualifications

  • 4 year college degree required
  • 2-4 years of investment related experience, preferably in performance, attribution or alternatively a fixed income, finance, or investment related field
  • Strong analytical and problem solving skills with attention to detail
  • Experience with some form of portfolio management system (Factset, Bloomberg, Citigroup, etc.) desired
  • Understanding of bond math and fixed income analytics
  • Aptitude to learn technical tools (e.g. SQL) that are utilized within the group
  • Ability to manage several projects in different stages of completion concurrently
  • Effective written and verbal communication skills
  • Aptitude for working well in a team environment
  • Creativity at devising solutions to problems

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 YesterdayFull timeJR_001799

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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