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Reposted 6 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Financial Services
The Microsoft 365 Product Owner is responsible for the end-to-end product lifecycle of Microsoft 365, focusing on improving user experience, aligning stakeholders, managing product strategy and roadmap, and ensuring compliance and governance.
Top Skills: Microsoft 365Office ApplicationsOnedriveSharepointTeams
8 Days AgoSaved
In-Office
Chevy Chase, MD, USA
Mid level
Mid level
Fintech • Financial Services
Supports finance and operations through accounting processes, financial modeling, budgeting, forecasting, cash flow projections, variance analysis, month-end reporting, and profitability analysis. Partners with senior leaders and operational teams to communicate financial results, provide actionable insights, maintain reporting accuracy, and improve forecasting and reporting processes. The role also coordinates with accounting and third-party providers on tax and compliance matters.
Top Skills: Financial Accounting SoftwareExcelPower BIWorkday
8 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Support month- and quarter-end close reviews, SEC filings, financial statement preparation, earnings releases, board presentations, audit coordination, SOX controls, disclosure checklists, and reporting calendars for three BDCs. Analyze financial data under U.S. GAAP and SEC guidance, manage auditor requests and recurring deadlines, maintain documentation, and identify opportunities to automate reporting and improve controls and data quality.
Top Skills: ExcelMS OfficeSec Reporting SoftwareSoxU.S. GaapWorkiva
9 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Supports the Head of Core Compliance by administering the Code of Ethics, reviewing personal trading, conflicts of interest, gifts and entertainment, and outside business activities. The role also supports AML and KYC reviews, regulatory oversight, governance reporting, books and records requirements, policy maintenance, compliance training, forensic testing, and technology initiatives. The senior associate handles complex compliance matters, identifies process improvements, and participates in system enhancements.
Top Skills: AmlAutomated Personal Trading SystemsKyc
9 Days AgoSaved
In-Office
Charlotte, NC, USA
Mid level
Mid level
Fintech • Financial Services
Provides legal advice and support for Barings investment funds, including fund formation, structuring, capital raising, distribution, marketing, investor negotiations, documentation, and regulatory matters. Manages outside counsel relationships and collaborates with internal teams across alternative investment strategies. The role requires expertise in fund structures, securities regulations, drafting, negotiation, and private wealth distribution.
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11 Days AgoSaved
In-Office
London, Greater London, England, GBR
Senior level
Senior level
Fintech • Financial Services
Support delivery of UK & EMEA marketing plans and local activation of global campaigns. Coordinate campaigns, email and CRM workflows, content distribution, events, compliance reviews, budget tracking, and reporting with sales, investment and central marketing teams.
Top Skills: CRMEmail MarketingMarketing AutomationSalesforceSalesforce Marketing Cloud
11 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Support business development, client servicing, and product development for the Global High Yield and CLO platform. Prepare marketing and strategy materials, respond to RFPs/DDQs, coordinate with investment and sales teams, deliver market updates, and assist in client/prospect meetings to grow assets under management.
Top Skills: ClaudeExcelMicrosoft CopilotMS OfficePowerPoint
Reposted 11 Days AgoSaved
In-Office
London, Greater London, England, GBR
Senior level
Senior level
Fintech • Financial Services
Lead client portfolio management and business development for Barings' European Private Credit strategies. Serve as primary liaison for clients, prepare RFPs/DDQs, produce marketing and reporting materials, present market and performance updates, support product development, and collaborate with investment, sales, and marketing teams to win and retain assets.
Top Skills: AIData AnalysisExcelMS OfficePowerPoint
Reposted 11 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Lead accounting policy and consolidation determinations for complex investment structures. Research and document accounting conclusions, coordinate parent-company approvals, perform consolidation analyses, support financial statement disclosures and impairment memos, liaise with investment teams and legal, and identify process efficiencies including AI-enabled tools.
Top Skills: Ai-Enabled ToolsExcelMS Office
Reposted 12 Days AgoSaved
In-Office
Tokyo, JPN
Senior level
Senior level
Fintech • Financial Services
The Associate Director of Institutional Sales will develop and manage client relationships, raise institutional capital, and collaborate on business development within Japan.
Top Skills: FinanceInvestment Strategies
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