At a Glance
- Tasks: Coordinate with Transfer Agents and manage investor relations processes.
- Company: Join Barings, a leading global financial services firm.
- Benefits: Competitive salary, professional development, and a supportive work culture.
- Other info: Dynamic team environment with opportunities for growth and collaboration.
- Why this job: Make a real impact in client experience and asset management.
- Qualifications: 3+ years in asset management or related fields, strong communication skills.
The predicted salary is between 50000 - 60000 € 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.
Barings is seeking an Associate for its London based Global Investor Relations Team. This individual will fill a vital role on the U.K. based team and work closely with their counterparts in Charlotte NC (USA) 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 London.
Primary Responsibilities- Coordinate with multiple Transfer Agents, including participation in regular service review meetings, providing support in resolving escalated issues and incidents, monitoring their adherence to Service Level Agreements (SLAs) and Key Performance Indicators (KPIs), as well as conducting annual due diligence reviews and site visits.
- Manage dealing, settlement, registration, and Not In Good Order (NIGO) enquiries from Transfer Agent partners, ensuring all duties are performed in accordance with industry standards and within appropriate timeframes.
- Oversee the processing of capital activities, including subscriptions, redemptions, transfers, and switches, as well as non-financial activities such as new investor creation, maintenance of static data, distribution of statements and contract notes, provision of audit confirmations, response to investor and client enquiries, and participation in multiple time-sensitive projects.
- Engage with Transfer Agents to facilitate the resolution of Anti-Money Laundering (AML) Customer Due Diligence (CDD) matters and annual reviews.
- Respond to requests from Fund Platforms and Data Vendors by completing fund data templates accurately and within designated deadlines.
- Serve as the principal point of contact for distributor enquiries, delivering prompt support and solutions to foster ongoing business relationships.
- Establish and maintain professional, positive, and collaborative working relationships with colleagues across other departments, including Portfolio Management, Compliance, Legal, Operations, and Client Onboarding.
- A minimum of three years’ experience within asset management, transfer agency, operations, brokerage, or advisory firms.
- Demonstrates a client-centric approach alongside exemplary interpersonal skills; the culture of both the organisation and team is held in the highest regard.
- Proven ability to perform effectively under pressure, to manage multiple tasks concurrently, and to address a range of enquiries from clients, transfer agents, and colleagues.
- Exceptional attention to detail, coupled with strong analytical and problem-solving capabilities.
- Outstanding interpersonal and communication skills, with a proven capacity for collaboration across teams and with external stakeholders.
- Advanced proficiency in Microsoft Office and other relevant operational platforms.
- Knowledge of AIF & UCITS Funds.
- Experience of using AI in daily business life and knowledge of successful prompting.
- Fluent in PowerBi navigation and creation.
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.
Investor Relations Associate – Transfer Agency and Distributor Oversight in London employer: Barings
Barings is an exceptional employer that prioritises the growth and well-being of its associates, offering a collaborative work culture in the heart of London. With a strong commitment to professional development, employees are rewarded for their integrity and expertise while enjoying access to innovative financial solutions and a diverse global network. The firm fosters a supportive environment where teamwork and client-centric approaches are celebrated, making it an ideal place for those seeking meaningful and rewarding careers in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investor Relations Associate – Transfer Agency and Distributor Oversight in London
✨Tip Number 1
Networking is key! Reach out to current or former employees at Barings on LinkedIn. A friendly chat can give us insights into the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of asset management and transfer agency processes. We want to show that we’re not just interested, but also knowledgeable about the role.
✨Tip Number 3
Practice common interview questions with a friend or in front of the mirror. We need to nail our communication skills and demonstrate our client-centric approach!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets seen by the right people at Barings. Plus, it shows we’re serious about joining their team.
We think you need these skills to ace Investor Relations Associate – Transfer Agency and Distributor Oversight in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investor Relations Associate role. Highlight your experience in asset management and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our values at Barings. Let us know what makes you the perfect fit for our team.
Showcase Your Communication Skills:Since communication is key in this role, make sure your application reflects your ability to convey information clearly and effectively. Whether it's through your CV or cover letter, we want to see your interpersonal skills in action!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Barings
✨Know Your Stuff
Make sure you understand the ins and outs of investor relations, especially in the context of transfer agency and distributor oversight. Brush up on key terms like SLAs, KPIs, and AML. This will show that you're not just interested in the role but also knowledgeable about the industry.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and internal teams, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated complex information in the past, as this will highlight your interpersonal skills.
✨Demonstrate Team Spirit
Barings values collaboration, so be ready to discuss times when you've worked effectively within a team. Think of specific projects where your contributions helped achieve a common goal, and be prepared to explain how you handle conflicts or differing opinions.
✨Be Detail-Oriented
Given the emphasis on accuracy in processing capital activities and responding to enquiries, prepare to discuss your approach to maintaining attention to detail. You might want to share a story about a time when your meticulousness made a difference in your work.
