What are the responsibilities and job description for the Client Data & Analytics Delivery Analyst position at Barings LLC?
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.
Title: Client Data & Analytics Delivery Analyst
Business Unit: Client Service Professionals
Location: Charlotte, NC or London, UK
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
The role holder will be responsible for coordinating the gathering and population of portfolio and benchmark data required for regular client deliverables. This includes client review presentations, due diligence questionnaires (DDQ’s) and consultant databases.
Primary Responsibilities
The responsibilities of the role include, but are not limited to:
- Responsible for monthly / quarterly report data updates - including performance, portfolio characteristics, asset allocation and attribution.
- Ensuring data accuracy, completeness and timeliness.
- Collaborating with team members on ad-hoc projects.
- Provide regular status updates to management and stakeholders as required.
- Identification and delivery of automation efficiencies.
Qualifications
- Accuracy is of paramount importance.
- Organization – ability to track multiple concurrent requests, document clearly and adherence to deadlines.
- Communication – clear, confident and credible in the way they present to and liaise with key / senior stakeholders.
- Basic understanding of technical terminology.
- A positive, collegial attitude and a high level of professionalism.
- Have a desire to learn and be motivated / driven.
- Excel – basic formula/functionality such as vlookups, indexmatch and pivot tables.
- PowerPoint
- PowerBI
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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.
