At a Glance
- Tasks: Coordinate with Transfer Agents and manage client enquiries to enhance the investor experience.
- Company: Join Barings, a leading asset management firm with a global presence.
- Benefits: Competitive salary, diverse workplace, and opportunities for professional growth.
- Other info: Embrace a collaborative culture with excellent career advancement opportunities.
- Why this job: Be part of a dynamic team making a real impact in investor relations.
- Qualifications: 3+ years in asset management or related fields, strong communication skills required.
The predicted salary is between 50000 - 60000 £ per year.
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 counterparts in Charlotte NC (USA) and Hong Kong.
Role expectations include completing all day-to-day Investor Relations processes, liaising directly with clients and internal teams, and helping identify enhancements to the client experience.
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), and 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.
Qualifications
- Minimum of three years' experience within asset management, transfer agency, operations, brokerage, or advisory firms.
- Demonstrates a client-centric approach alongside exemplary interpersonal skills, with a strong culture orientation.
- Proven ability to perform effectively under pressure, manage multiple tasks concurrently, and address a range of enquiries from clients, transfer agents, and colleagues.
- Exceptional attention to detail and strong analytical and problem-solving capabilities.
- Outstanding interpersonal and communication skills, with 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.
Desirable Skills / Experience
- Experience using AI in daily business life and knowledge of successful prompting.
- Fluency 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 - Barings employer: Jobs via eFinancialCareers
Barings is an exceptional employer, offering a dynamic work environment in the heart of London where collaboration and client-centricity are at the forefront of our culture. Employees benefit from comprehensive professional development opportunities, a commitment to diversity and inclusion, and the chance to engage with global teams across various locations, enhancing both personal and career growth. Join us to be part of a forward-thinking firm that values innovation and excellence in the asset management industry.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
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We think this is how you could land Investor Relations Associate - Transfer Agency and Distributor Oversight - Barings
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