Portfolio Analytics, Senior Associate

Portfolio Analytics Senior Associate Job title: Portfolio Analytics, Senior Associate Department: Portfolio Finance Location: Charlotte, NC or Boston, MA Overview The Portfolio Analytics Senior Associate is a key contributor towards operational effectiveness and efficiency, leveraging technology-based solutions to streamline efficiencies, enable insightful program-level reporting, and support the reduction of investment and operational risk. This role sits within Barings Portfolio Finance’s Portfolio Analytics team, a team responsible for Data & Analytics, Operational Infrastructure, Management Reporting, Track Record, and Credit Modeling. Key Responsibilities Perform routine data cleansing/pre-processing and automate data transformation processes. Support maintenance of BPF’s proprietary portfolio monitoring database and assess data quality & integrity on a continuous basis. Identify, analyze, and interpret financial data and uncover trends within large/complex data sets. Identify various process improvement solutions and support development of predictive analytic capabilities. Critically evaluate information from multiple sources–both internal and external–and reconcile discrepancies to ensure sound data quality. Produce (and automate where possible) regularly scheduled and ad-hoc management reports to enable decision making. Participate in technology/automation initiatives to drive streamlined integration with borrowers, internal partners, and third-party vendors. Support internal controls activities. Qualifications Bachelor’s degree (business and/or data science/analytics related) with 2-4 years of experience in data management within a financial context; solid financial acumen. Minimum of 2 years experience in data analysis or reporting. Experience with data visualization tools & best practices (hands‑on experience with PowerBi or Tableau preferred). Strong knowledge of and experience with analytic tools and programming languages (Python/R, and SQL with VBA a plus). Excellent command and proficiency of MS Excel. Strong analytical and problem‑solving skills, attention to detail, well‑organized, self‑starter, and able to multitask and deliver work products on short timeframes. Willingness to learn and absorb complex lending structures and legal documents and translate economic and risk factors to financial models and tools used to manage the overall portfolio. Experience with synthesizing and visualizing data for presentations. Ability and openness to understanding operational, accounting, and legal aspects of investments. Demonstrated interest in and experience with operational enablement through technology. Excellent documentation and communication skills; control focused and attentive to detail. Ideal Qualifications Prior experience in investment reporting and analysis within private credit highly preferred. Experience working with at least one alternative asset class and a good understanding of the risks and operations of others across the alternative investment landscape. Salary Base Salary Range: $90,000-105,000 and additional incentive compensation. #LI-CM2 Required Skills Data Analytics, Reporting and Analysis Additional Skills 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. Benefits Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits 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 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 Company Commitment Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients and is committed to building long‑term relationships with our associates. We foster a culture of transparency, responsibility, and client focus. #J-18808-Ljbffr Barings LLC