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- Tasks: Manage investor relations and enhance client experiences in a dynamic financial environment.
- Company: Join Barings, a leading global financial services firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact in investor relations while working with a global team.
- Qualifications: 5+ years in asset management or related fields, strong interpersonal skills required.
The predicted salary is between 60000 - 80000 £ per year.
At Barings, we are as invested in our associates as we are in our clients. We recognise 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.
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
Barings is seeking an Associate Director for its Charlotte based Global Investor Relations Team. This individual will fill a vital role on the U.S. based team and work closely with their counterparts in London and Hong Kong. Role expectations are to complete all day-to-day Investor Relations processes, liaising directly with clients and internal teams and help identify enhancements to the Client experience. This position will sit in Charlotte.
Primary Responsibilities
- Coordinating with multiple Transfer Agents, including attending regular service review calls, assisting with escalated issues/incidents, monitoring their adherence to SLAs & KPIs and annual Due Diligence reviews & visits.
- Complete dealing, settlement, registration, and NIGO queries from our TA partners, performing duties in accordance with market practices and in a timely manner.
- Responsible for the processing of Capital activities (subscription, redemption, transfer, switches) and non-financial activities (new investor creation, static data maintenance, statement & contract note distribution, audit confirms, responding to investor/client queries & multiple time bound projects).
- Interact with TAs to assist with resolution of AML Customer Due Diligence (CDD) issues and Annual Refreshes.
- Fulfill requests from Distributors, Fund Platforms or Data Vendors for the completion of fund data templates accurately and within required timescales.
- Build professional, positive and collaborative working relationships with colleagues in other departments, e.g. Portfolio Management, Compliance, Legal, Operations, Client Onboarding, etc.
- Assist with new client onboarding across the Retail/Wealth channel, coordinating activities with business line partners and service teams to provide a smooth and seamless Client experience.
Qualifications
- 5+ years of asset management, transfer agency, broker, or advisory firm experience preferred.
- Experience across the Wealth/Retail channel; effectively working with RIA’s, wealth managers & custodians preferred.
- Experience with alternative platforms such as iCapital, Subscribe+ and CAIS is a plus.
- A client first mentality and strong interpersonal skills; our firm and team culture are paramount.
- Ability to work under pressure, to multi-task and handle multiple queries from clients, transfer agents and colleagues.
- Proficient in Microsoft Office Suite.
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.
Associate Director, Investor Relations employer: Barings LLC
Contact Detail:
Barings LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director, Investor Relations
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Barings or similar firms. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by researching Barings and its culture. Understand their client-first mentality and be ready to share how your experience aligns with their values. We want to see your passion for investor relations!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and internal teams, being articulate and confident is key. Try mock interviews with friends or use online resources to sharpen your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Barings team and ready to contribute to our client experience.
We think you need these skills to ace Associate Director, Investor Relations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Director, Investor Relations role. Highlight relevant experience in asset management and client relations, and don’t forget to showcase your communication skills and ability to collaborate with teams.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role at Barings and how your background aligns with their values. Keep it professional but let your personality come through!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your expertise in investor relations and client experience. Numbers and results speak volumes, so don’t shy away from quantifying your successes!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at Barings LLC
✨Know Your Stuff
Make sure you understand the ins and outs of investor relations, especially in asset management. Brush up on your knowledge about transfer agents, capital activities, and client onboarding processes. This will show that you're not just interested in the role but also well-prepared for it.
✨Showcase Your Interpersonal Skills
Since this role requires strong communication and collaboration, be ready to share examples of how you've built positive relationships in previous roles. Think of specific instances where your interpersonal skills made a difference, whether with clients or colleagues.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific situations, like resolving client queries or managing multiple tasks under pressure. Practise your responses to these scenarios so you can demonstrate your problem-solving abilities and client-first mentality.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics, company culture, or future projects. This shows your genuine interest in the role and helps you assess if it's the right fit for you.