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- Tasks: Support the European CLO team with portfolio oversight and client interactions.
- Company: Join Barings, a leading investment firm dedicated to associates and clients alike.
- Benefits: Enjoy a collaborative culture, professional growth opportunities, and potential remote work options.
- Why this job: Be part of an innovative team making a real impact in the financial sector.
- Qualifications: Bachelor's degree in Finance or related field; advanced Excel skills preferred.
- Other info: Barings values diversity and encourages all individuals to apply.
The predicted salary is between 43200 - 72000 £ 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. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Barings Global Public Portfolio Services team has an opening for a motivated individual who would like to join our innovative team of financial professionals.
Primary Responsibilities- Supporting the European CLO team within Global Public Portfolio Services in order to meet their main responsibilities including:
- Develop significant level of expertise of the holdings, terms, and transactions of multiple portfolios to provide intuitive and proactive oversight of these portfolios specialising in Collateralised Loan Obligations (CLOs).
- Providing regular daily and ad-hoc support to the investment team and institutional clients.
- Frequent interaction with the Portfolio Management and Legal teams to address any questions that arise as part of the reporting process.
- Overseeing the Service Provider in reconciling portfolio level activity.
- Oversight of all aspects of Indenture compliance including monthly review of reconciliation with Trustee's compliance reporting.
- Review of funds' quarterly distributions.
- Assist in preparation of investor reports and requests.
- Hypothetical Trade Analysis ensuring compliance.
- Respond to numerous ad hoc requests from internal and external clients for additional information.
- Act as subject matter expert on the funds/portfolios covered.
- Working effectively with third party administrators and internal parties to ensure a high level of service. Raising service issues as needed and following up on issues to resolution.
- Maintaining awareness of CLO Industry, client mandates, portfolio governing documents and regulatory restrictions.
- Prepare relevant portfolio reporting as required.
- Improve procedures implemented, document manual processes; recommend process changes as appropriate.
- System projects and testing undertaken in accordance with agreed project timeframes.
- Recommendations made to improve the effectiveness and efficiency of all systems, processes, and procedures, documented and reported to Head of Portfolio Services.
- Bachelor's degree, or equivalent, in Accounting, Finance, or related business field preferred.
- Advanced Excel skills preferred.
- Previous experience with the Aladdin tool would be a benefit; Power BI experience a plus.
- Strong organizational, analytical and troubleshooting skills with the ability to effectively summarise findings, both verbally and in writing, in a clear and concise manner.
- Ability to perform accurately under pressure.
- Detail-oriented, highly motivated, team player.
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.
Portfolio Oversight and Management Support (CLO) - Barings employer: Barings
Contact Detail:
Barings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Oversight and Management Support (CLO) - Barings
✨Tip Number 1
Familiarise yourself with Collateralised Loan Obligations (CLOs) and the specific responsibilities of the Portfolio Oversight team. Understanding the nuances of CLOs will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the finance industry, particularly those who work with portfolio management or CLOs. Engaging with current employees at Barings through platforms like LinkedIn can provide valuable insights and potentially a referral.
✨Tip Number 3
Stay updated on the latest trends and regulations in the CLO market. Being knowledgeable about current events and changes in the industry will show your commitment and readiness to contribute effectively from day one.
✨Tip Number 4
Prepare to discuss your analytical and problem-solving skills during the interview. Be ready to provide examples of how you've successfully navigated complex financial situations or improved processes in previous roles.
We think you need these skills to ace Portfolio Oversight and Management Support (CLO) - Barings
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Portfolio Oversight and Management Support position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Tailored CV: Your CV should reflect your relevant experience in finance, particularly any work related to Collateralised Loan Obligations (CLOs). Emphasise your analytical skills, attention to detail, and any experience with tools like Aladdin or Power BI.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss specific examples of how your previous experiences have prepared you for the responsibilities outlined in the job description, especially your ability to collaborate and communicate effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Barings
✨Know Your CLOs
Make sure you have a solid understanding of Collateralised Loan Obligations (CLOs) and the specific portfolios you'll be overseeing. Familiarise yourself with recent trends in the CLO market, as well as Barings' approach to portfolio management.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical and troubleshooting skills. Be ready to provide examples of how you've summarised complex findings clearly and concisely, especially under pressure. This will demonstrate your ability to handle the demands of the role.
✨Highlight Team Collaboration
Barings values teamwork, so be prepared to share experiences where you've successfully collaborated with others. Discuss how you’ve worked with different teams, such as Portfolio Management and Legal, to achieve common goals.
✨Demonstrate Process Improvement Mindset
Think about instances where you've improved operational processes or systems in previous roles. Be ready to suggest how you could enhance procedures at Barings, showing that you're proactive and committed to efficiency.
