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For Companies At a Glance
- Tasks: Support portfolio oversight and management, ensuring compliance and reporting for CLOs.
- Company: Join Barings, a leading global asset management firm dedicated to client success.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of an innovative team, enhancing your skills in finance while making a real impact.
- Qualifications: Bachelor's degree in Finance or related field; advanced Excel skills preferred.
- Other info: Barings values diversity and is committed to equal employment opportunities.
The predicted salary is between 43200 - 72000 £ per year.
At Barings, we are committed to our associates as much as our clients. We value those who demonstrate personal and professional integrity, strong communication skills, expertise in specific strategies, teamwork, and dedication to client interests.
Barings' Global Public Portfolio Services team seeks a motivated individual to join our innovative team of financial professionals.
Primary Responsibilities
- Develop expertise in holdings, terms, and transactions of multiple portfolios to provide proactive oversight, specializing in CLOs.
- Provide regular support to the investment team and clients.
- Coordinate with Portfolio Management and Legal teams for reporting questions.
- Oversee portfolio activity reconciliation with Service Providers.
- Manage Indenture compliance, including reconciliation reviews, quarterly distributions, investor reports, and hypothetical trade analysis.
- Respond to ad hoc information requests from clients.
- Serve as subject matter expert on the portfolios.
- Collaborate with third-party administrators and internal teams to ensure high service levels.
- Stay informed about CLO industry, client mandates, and regulatory restrictions.
- Prepare portfolio reports as needed.
Systems and Process Improvement
- Enhance procedures and document manual processes.
- Participate in system projects and testing.
- Recommend improvements to systems, processes, and procedures, reporting to the Head of Portfolio Services.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field preferred.
- Advanced Excel skills preferred.
- Experience with Aladdin and Power BI is a plus.
- Strong organizational, analytical, and troubleshooting skills.
- Ability to work accurately under pressure.
- Detail-oriented, motivated, team player.
Barings is an Equal Employment Opportunity employer, welcoming applicants regardless of minority status, gender, age, sexual orientation, gender identity, disability, or veteran status. Barings is a leading global asset management firm dedicated to meeting clients' evolving investment and capital needs.
Portfolio Oversight and Management Support (CLO) | London, UK employer: Barings
Contact Detail:
Barings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Oversight and Management Support (CLO) | London, UK
✨Tip Number 1
Familiarise yourself with the CLO (Collateralised Loan Obligation) market. Understanding the intricacies 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 and asset management sectors. Attend industry events or webinars to connect with individuals who can provide insights into Barings and the specific role you're applying for.
✨Tip Number 3
Brush up on your Excel skills, especially advanced functions that are relevant to financial analysis. Being proficient in Excel can set you apart from other candidates and is often a key requirement for roles like this.
✨Tip Number 4
Stay updated on regulatory changes affecting the CLO market. Showing that you are informed about current regulations can highlight your commitment to compliance and your proactive approach to the role.
We think you need these skills to ace Portfolio Oversight and Management Support (CLO) | London, UK
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications for the Portfolio Oversight and Management Support position. Tailor your application to highlight relevant experiences that align with the job description.
Craft a Tailored CV: Create a CV that specifically addresses the skills and experiences mentioned in the job description. Emphasise your expertise in portfolio management, financial analysis, and any relevant software like Aladdin or Power BI.
Write a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Discuss how your background in finance and your strong communication skills make you a great fit for Barings. Mention specific examples of your past work that demonstrate your ability to manage portfolios 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, which is crucial for the role.
How to prepare for a job interview at Barings
✨Know Your Portfolios
Familiarise yourself with the specific portfolios you'll be overseeing. Understand the holdings, terms, and transactions related to CLOs, as this knowledge will demonstrate your proactive approach and expertise during the interview.
✨Showcase Your Communication Skills
Since strong communication is key for this role, prepare examples of how you've effectively communicated with teams or clients in the past. Highlight any experiences where you coordinated with different departments, such as Portfolio Management and Legal teams.
✨Demonstrate Analytical Skills
Be ready to discuss your analytical and troubleshooting skills. Prepare to share specific instances where you've successfully managed complex data or improved processes, especially in a financial context.
✨Stay Updated on Industry Trends
Research current trends in the CLO industry and be prepared to discuss them. Showing that you're informed about regulatory restrictions and client mandates will set you apart as a knowledgeable candidate.
