Senior Associate, Valuation

Barings

$75K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Economics, Accounting, or Business preferred
  • 1-3 years of experience in valuation or auditing within financial services
  • Proactive team player with a strong sense of curiosity
  • Strong skills in Microsoft Excel and PowerPoint
  • Experience with SQL preferred or willingness to learn
  • Basic understanding of relational databases
  • Interest in valuation methods with a desire to deepen expertise
  • Progress toward CFA charter preferred

Responsibilities

  • Develop productive working relationships with investment teams and other key stakeholders
  • Establish valuation work plan and schedule necessary meetings
  • Ensure rigorous review and approval of third-party valuations
  • Maintain strong knowledge of the asset inventory for valuation
  • Test calculations and methodologies as required
  • Assist in developing reports for Management and Boards
  • Provide audit support related to valuations
  • Continuously improve processes through technology and analytical insights

Benefits

  • Medical, Prescription, Dental, and Vision Coverage
  • Fitness Center Reimbursement Program
  • Employee Assistance Program
  • Fertility Benefits
  • 401(k) Plan with Company Match
  • Health Savings Account with Contributions
  • Flexible Spending Accounts for Health Care
  • Basic and Supplemental Life Insurance
  • Generous Paid Time Off, including Sick Days and Holidays
  • Paid Leave of Absences for various circumstances
  • Short and Long Term Disability Plans
  • Education Assistance Program
  • Charitable Matching Gifts Program
  • Commuter Reimbursement Program
  • Adoption and Surrogacy Reimbursement Program
Full Job Description

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)

#LI-JS1

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

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