Associate Director, CLO Analyst

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.

Title: Associate Director, CLO Analyst

Business Unit: Structured Credit

Location: Charlotte, NC

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary

The Structured Credit group within the Global Fixed Income Group is seeking an Investment Analyst.  The team is looking to hire an experienced CLO investment professional responsible for the investment in CLO tranches.  The position will be located in the Charlotte, NC office and report to the Head of the Structured Credit Team. 

Primary Responsibilities

• Full underwrite of CLOs including analysis of collateral manager, collateral, cash-flow modeling and document review
• Assist senior members with portfolio management
• Perform due diligence of collateral managers including in person meetings and calls on a regular basis
• Assess relative value of CLO tranches
• Make investment recommendations to the team
• Perform on-going monitoring of CLO investments
• Review of legal documentation for CLO investments for key terms and recommend stipulations as appropriate
• Utilize our system skillfully to extract useful data including but not limited to underlying credit fundamentals, CLO trends, manager performance
• Contribute to group discussion regarding CLO opportunities

Qualifications/Requirements

• 5-7 years minimum experience in either a CLO investment or structuring role
• Proficiency using Excel and Intex is preferred
• Strong work ethic, self-motivated
• Ability to work effectively in fast-paced team environment
• Multi-task and work under tight deadlines
• Excellent oral and written communication skills
• Excellent attention to detail
• Strong time management skills
• CFA designation encouraged
• Some travel will be required

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.

Barings offers a comprehensive benefits package including:

CORE BENEFITS & WELLNESS

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits

FINANCIAL WELL-BEING

• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account

LIFE INSURANCE

• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time

 OTHER BENEFITS

• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program