Associate - Investor Relations
Associate - Investor Relations

Associate - Investor Relations

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our Global Investor Relations Team to handle queries and support clients with fund-related tasks.
  • Company: Barings is dedicated to investing in both associates and clients, fostering integrity and collaboration.
  • Benefits: Enjoy a supportive work environment with opportunities for professional growth and development.
  • Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in the finance industry.
  • Qualifications: 3+ years in Asset Management, strong communication skills, and a commitment to continuous learning required.
  • Other info: We are an Equal Employment Opportunity employer, welcoming diverse applicants.

The predicted salary is between 28800 - 43200 £ per year.

At Barings, we are as invested in our associates as we are in our clients. We recognize 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.

Job Profile

Work as part of the Global Investor Relations Team to field queries relating to dealing, settlement, registration, and AML refreshes, plus ad-hoc queries received from internal and external parties, using knowledge of UCITS and QIAIF funds domiciled in the UK and Ireland, as well as closed-ended vehicles in Luxembourg.

Responsibilities:

  1. Monitor the team email inbox, responding to queries from internal and external parties accurately and in a timely & professional manner.
  2. Handle dealing, settlement, registration, and waiver queries from the various TAs; performing duties in accordance with regulatory and market practices, in a timely manner.
  3. Assist existing clients with the accurate completion of subscription forms, maintenance of registration details, plus renunciation details (E.g., ASLs) in liaison with TAs.
  4. Fulfil requests from Distributors, Fund Platforms or Data Vendors for the completion of fund data templates & questionnaires accurately and within required timescales.
  5. Liaise with external vendors to request UCITS KIID documents. Also, action ad-hoc and annual KIID refresh & validation.
  6. Run with quarterly LP Transfers.
  7. Monitor multiple reports received from TAs and 3rd parties, escalating findings if required.
  8. Lead and/or participate in any team or business projects.
  9. Assist the team to produce and maintain procedures and checklists for the various processes.
  10. Assist with the maintenance of the internal Share-Tranche Database to ensure continued accuracy and enable the team to support data requirements and requests.
  11. Interact with TAs to assist with the resolution of periodical AML refreshes.
  12. Oversight of 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.

Skills Required

  1. A minimum of 3 years Asset Management experience in a client support/service or similar role.
  2. Completed the Investment Oversight Certificate (IOC) or equivalent industry qualification.
  3. Fund or Transfer Agency background.
  4. Strong interpersonal skills, with the ability to work effectively within a small team.
  5. Excellent written and verbal communication skills.
  6. High level of attention to detail, with the ability to apply it consistently.
  7. Ability to work under pressure, to multi-task and handle multiple queries from clients, administrators, and colleagues.
  8. Commitment to continuous learning and willingness to challenge existing processes.
  9. Proficient in Microsoft packages.

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.

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Associate - Investor Relations employer: TN United Kingdom

At Barings, we pride ourselves on fostering a supportive and inclusive work environment where associates are valued for their contributions and encouraged to grow professionally. Our commitment to employee development is reflected in our comprehensive training programs and collaborative culture, making us an excellent employer for those seeking meaningful careers in the heart of the financial sector. Join us in London, where you can thrive in a dynamic team dedicated to excellence and client success.
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Contact Detail:

TN United Kingdom Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate - Investor Relations

✨Tip Number 1

Familiarize yourself with UCITS and QIAIF funds, as well as closed-ended vehicles in Luxembourg. This knowledge will be crucial when responding to queries and demonstrating your expertise during interviews.

✨Tip Number 2

Highlight your experience in asset management and client support roles. Be prepared to discuss specific examples of how you've handled complex queries or projects, showcasing your problem-solving skills and attention to detail.

✨Tip Number 3

Emphasize your interpersonal skills and ability to work within a team. Prepare to share instances where collaboration led to successful outcomes, as teamwork is a key aspect of the role at Barings.

✨Tip Number 4

Stay updated on regulatory changes and market practices related to dealing, settlement, and registration. This will not only help you in the application process but also demonstrate your commitment to continuous learning.

We think you need these skills to ace Associate - Investor Relations

Asset Management Experience
Client Support Skills
Investment Oversight Certificate (IOC) or Equivalent Qualification
Fund or Transfer Agency Knowledge
Interpersonal Skills
Written Communication Skills
Verbal Communication Skills
Attention to Detail
Multi-tasking Ability
Pressure Management
Continuous Learning Commitment
Process Improvement Mindset
Proficiency in Microsoft Office Suite
Team Collaboration

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Associate - Investor Relations position at Barings. Understand the key responsibilities and required skills, as this will help you tailor your application effectively.

Highlight Relevant Experience: In your CV and cover letter, emphasize your asset management experience, particularly in client support or service roles. Mention any relevant qualifications like the Investment Oversight Certificate (IOC) to demonstrate your expertise.

Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, make sure to present your application in a clear and professional manner. Use concise language and check for grammatical errors before submitting.

Tailor Your Cover Letter: Craft a personalized cover letter that reflects your understanding of Barings' values and how your skills align with their needs. Mention your commitment to continuous learning and your ability to work under pressure, as these are important traits for the position.

How to prepare for a job interview at TN United Kingdom

✨Showcase Your Asset Management Experience

Make sure to highlight your minimum of 3 years of experience in asset management during the interview. Be prepared to discuss specific examples of how you've supported clients or handled queries in previous roles.

✨Demonstrate Strong Communication Skills

Since excellent written and verbal communication skills are crucial for this role, practice articulating your thoughts clearly. Consider preparing a few scenarios where you successfully communicated complex information to clients or team members.

✨Emphasize Attention to Detail

Given the high level of attention to detail required, be ready to provide examples of how you've ensured accuracy in your work. Discuss any processes you’ve implemented to maintain quality and consistency in your tasks.

✨Prepare for Team Collaboration Questions

As teamwork is essential, think of instances where you collaborated effectively with others. Be ready to discuss how you handle pressure and manage multiple queries while working as part of a team.

Associate - Investor Relations
TN United Kingdom
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  • Associate - Investor Relations

    London
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-03-03

  • T

    TN United Kingdom

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