Title: Senior Associate, Valuation
Business Unit: GTO - Global Business Services
Location: Charlotte, NC; Boston, MA; New York, NY; Chicago, IL
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
Base Salary Range $75,000- $110,000 plus additional incentive programs (this will be based on candidate experience, location, and additional factors)
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Requisite Skills
Additional Skills
Barings offers a comprehensive benefits package including:
CORE BENEFITS & WELLNESS
- Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
- Fitness Center Reimbursement Program (Including Online Memberships)
- Employee Assistance Program (EAP)
- Fertility Benefits
FINANCIAL WELL-BEING
- Highly competitive 401(k) Plan with Company Match
- Health Savings Account (HSA) with Company Contributions
- Flexible Spending Accounts (FSA) - Health Care & Dependent Care
- Retirement Health Reimbursement Account
LIFE INSURANCE
- Basic and Supplemental Life Insurance
- Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
- Paid Vacation, Sick Days and Annual Holidays
- Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
- Short and Long Term Disability Plans
- Paid Volunteer Time
OTHER BENEFITS
- Education Assistance Program
- Charitable Matching Gifts Program
- Commuter Reimbursement Program
- Adoption and Surrogacy Reimbursement Program