Analyst - Client Onboarding and Transitions Management at Barings (Charlotte, NC)

| Charlotte, NC
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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 Title: Analyst - Client Onboarding and Transitions Management

Section: Transition Management

Reports to: Head of Transition Management

Location: Charlotte, NC

Barings is a global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. Learn more at

Job Summary

Supporting the Head of Transition Management, the role will require interface with a range of internal and external parties across Client Onboarding, Legal, Product Management, Operations, Investment Teams, Compliance and Sales and Client Service across the whole Barings group.

Overall Purpose of Role

To act as a primary coordinator for implementation of new funds and segregated accounts and change management on existing funds and segregated accounts.

Principal Responsibilities
  • Transition Management, including facilitating meetings, maintaining key supporting transition management tools and initiating account set up and change requests on internal account systems.
  • Coordinating process of operations review on client Investment Management Agreements for segregated mandates, as well as driving forward establishment processes and documentation on more complex structures.
  • In association with operations teams, ensuring the timely and accurate set up of cash / securities custody accounts for Barings' segregated clients and in-house funds.
  • Liaising effectively with internal departments, as well as Global Custodians, Trustees, Administrators, Regulators, Counterparties and operational outsourcing teams to ensure custody account set up processes are optimised.
  • Actively contributing to the evolution of transition and onboarding processes as approaches, business lines and geographies are aligned and a new global approach adopted.
  • Assist is any ad hoc projects as demanded by senior management

  • Preferred - At least 1 years prior experience in a Transitions Management role in the asset management industry.
  • Essential - At least 2 years' experience in the asset management, custodian banking or investment banking industry.

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:

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

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

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

  • 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

  • Education Assistance Program
  • Charitable Matching Gifts Program
  • Commuter Reimbursement Program
  • Adoption and Surrogacy Reimbursement Program
More Information on Barings
Barings operates in the Fintech industry. The company is located in Charlotte, NC. Barings was founded in 2022. It has 1777 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 29 open jobs at Barings, click here.
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