Private Finance Senior Associate

Posted 9 Days Ago
Be an Early Applicant
Charlotte, NC
Junior
Fintech • Financial Services
The Role
The Private Finance Associate/Senior Associate will assist in providing cash flow based financing solutions for private equity transactions. Responsibilities include credit underwriting, financial analysis, preparing investment memos, and managing borrower portfolios while ensuring compliance with financial covenants.
Summary Generated by Built In

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: Private Finance Senior Associate

Business Unit: Global Private Finance

Location: Charlotte, NC, Chicago, IL

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 www.barings.com.

Job Summary

The Global Private Finance team is seeking a Senior Associates to assist in providing cash flow based financing solutions to private equity sponsored transactions across a variety of industries. The position can be located in either our Charlotte or Chicago office.

Primary Responsibilities

  • Participate in credit underwriting and account management activities
  • Perform financial analysis on potential borrowers including review of historical financial performance, customer & product trend analysis, etc.
  • Prepare accurate financial forecasts incorporating alternative capital structures.
  • Assist in preparation of investment memos containing written description of borrower business operations, industry dynamics, financial performance, etc.
  • Maintains relationship data on customers and prospects.
  • Prepare and present investment memos, amendment requests, etc.
  • Manages portfolio of existing borrowers. Plays an integral role in ensuring compliance with financial covenants, recommending appropriate risk ratings and determining loan valuations.

Qualifications

  • Bachelor’s Degree in Accounting, Finance or Business Administration
  • 2-6 years of work experience preferably at a commercial bank, investment bank or similar financial institution. Successful completion of a formal commercial credit training program a plus.
  • Strong analytical skill set
  • Effective communication skills
  • Demonstrated work ethic
  • Proficient in use of Microsoft Office Product Suite

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
The Company
HQ: Charlotte, NC
1,777 Employees
On-site Workplace

What We Do

Barings is a $382+ billion* 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. *Assets under management as of 6/30/21

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