Associate Investor Relations, Barings
International investment management firm
Be an early applicant
International investment management firm
1001+ employees
Be an early applicant
1001+ employees
Company mission
To deliver the best investment experience for our clients through exceptional service and performance.
Role
Who you are
- A minimum of 3 years Asset Management experience in a client support/ service or similar role
- Completed the Investment Oversight Certificate (IOC) or equivalent industry qualification
- Fund or Transfer Agency background
- Strong interpersonal skills, with the ability to work effectively within a small team
- Excellent written and verbal communication skills
- High level of attention to detail, with ability to apply it consistently
- Ability to work under pressure, to multi-task and handle multiple queries from clients, administrators and colleagues
- Commitment to continuous learning and willingness to challenge existing processes
- Proficient in Microsoft packages
What the job involves
- Work as part of 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
- Monitor the team email inbox, responding to queries from internal and external parties accurately and in a timely & professional manner
- To handle dealing, settlement, registration and waiver queries from the various TAs; performing duties in accordance with regulatory and market practices, in a timely manner
- Assist existing clients with the accurate completion of subscription forms, maintenance of registration details, plus renunciation details (E.g., ASLs) in liaison with TAs
- To fulfil requests from Distributors, Fund Platforms or Data Vendors for the completion of fund data templates & questionnaires accurately and within required timescales
- Liaise with external vendor to request UCITS KIID documents. Also, to action ad-hoc and annual KIID refresh & validation
- To run with quarterly LP Transfers
- Monitor multiple reports received from TAs and 3rd parties, escalating findings if required
- To lead and /or participate in any team or business projects
- Assist the team to produce and maintain procedures and checklists for the various processes
- Assist with maintenance of the internal Share-Tranche Database to ensure continued accuracy and enabling the team to support data requirements and requests
- Interact with TAs to assist with the resolution of periodical AML refreshes
- 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
Salary benchmarks
Our take
With a history dating back more than 260 years, Investment Management Group Barings was originally Britain’s oldest merchant bank and set up an asset management division in the 1950s. By the mid-90s, its original banking division collapsed due to scandals concerning its executives and its investment management department took center stage. Through a series of acquisitions, Baring Asset Management became Barings in 2016, alongside the now-merged Cornerstone Real Estate Advisors, Wood Creek, and Babson Capital Management.
With a portfolio worth more than $347 billion, Barings has come full circle over its two-and-a-half-century life. During the 2010s, its acquisitions and growth saw it evolve into a global leader, with subsidiaries in Europe, the Americas, and Asia. Focusing on private and public equity, real estate, private credit, capital, and insurance solutions, Barings has run with the fast-moving shifts in the investment sector to fund electric vehicle projects, fintech platforms, and digital companies to great success.
In 2023, Barings swooped in to save bankrupt real estate deals in Arizona and secured leading bank tenants Santander and HSBC at its state-of-the-art office development in Manchester, UK. In 2024 it led a funding round of Morgan Stanley's World 50, exemplifying its influence on the world's top investment banks. With many arms to its company, Barings can weather setbacks as a whole, whether that be the collapse of Barings-backed internet provider GigaMonster or restructuring the ailing cinema chain Vue.
Freddie
Company Specialist
Insights
0% employee growth in 12 months
Company
Company HQ
Third Ward, Charlotte, NC
Articles
Leadership
Mike Freno
(CEO, not founder)Previously the Head of Global Markets at Barings, Research Analyst at M&M Partners LLC, and Manager at PwC.
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