Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Associate

Barings

Global Private Finance, Associate/Senior AssociateThe Global Private Finance team (> $60BN of AUM) is seeking a highly motivated Associate or Senior Associate to assist in the underwriting, execution, and management of private credit financing solutions to private equity sponsored transactions across a variety of industries. This individual will work closely with senior investment professionals throughout the investment lifecycle, including opportunity evaluation, due diligence, structuring, investment committee approval, transaction execution, and ongoing portfolio management. The position can be located in either our Charlotte or New York office.Primary ResponsibilitiesConduct comprehensive credit underwriting and due diligence on prospective investments, including meetings with management teams and leading private equity sponsors as well as account management activitiesPerform detailed financial analysis on potential borrowers including review of historical financial performance, customer & product trend analysis, etc.Develop comprehensive operating and LBO models to evaluate investment opportunities under multiple operating and capital structure scenariosAssist in preparation of investment memos containing written description of borrower business operations, industry dynamics, financial performance, etc.Prepare and present investment recommendations to senior investment professionals and investment committeesMonitor a portfolio of existing investments, including quarterly financial reviews, covenant compliance analysis, amendment requests, liquidity assessments, risk rating recommendations, and investment valuationsQualificationsBachelor's Degree in Finance, Business Administration, or Accounting2-6 years of work experience preferably in private credit, investment banking, transaction advisory, or commercial banking. Successful completion of a formal commercial credit training program a plus.Strong analytical skill setAdvanced Excel skillsEffective communication skillsDemonstrated work ethic, with the ability to manage multiple transactions simultaneously in a fast-paced environmentDevelops strong and effective relationships with all areas across the organizationProficient in use of Microsoft Office Product SuiteBase Salary Range: $120,000-160,000 and additional incentive compensation.Requisite SkillsCredit Analysis, Financial Statement Analysis, Portfolio Management, Private Financing, UnderwritingAdditional SkillsBarings 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 & WELLNESSMedical (including Virtual Care), Prescription, Dental, and Vision CoverageFitness Center Reimbursement Program (Including Online Memberships)Employee Assistance Program (EAP)Fertility BenefitsFINANCIAL WELL-BEINGHighly competitive 401(k) Plan with Company MatchHealth Savings Account (HSA) with Company ContributionsFlexible Spending Accounts (FSA) - Health Care & Dependent CareRetirement Health Reimbursement AccountLIFE INSURANCEBasic and Supplemental Life InsuranceSpouse and Child Life InsuranceTIME OFF, DISABILITY AND LEAVE OF ABSENCEPaid Vacation, Sick Days and Annual HolidaysPaid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)Short and Long Term Disability PlansPaid Volunteer TimeOTHER BENEFITSEducation Assistance ProgramCharitable Matching Gifts ProgramCommuter Reimbursement ProgramAdoption and Surrogacy Reimbursement Program

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Associate in Charlotte, NC vacancy
  •  ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance... 
    Senior
    Full time
    Local area

    PwC

    Charlotte, NC
    2 days ago
  •  ...professional development and, most importantly, you.Are you ready to make your impact?About the RoleWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices... 
    Senior
    Full time

    FTI Consulting

    Charlotte, NC
    2 days ago
  • $150k - $180k

    Job Description:The Job/What You’ll Do:The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals... 
    Senior
    Full time
    Work at office
    Flexible hours

    Asset Mark

    Charlotte, NC
    2 days ago
  • Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Charlotte, NC
    2 days ago
  • $95.6k - $188.4k

    Position Summary Senior Consultant, Anti-Money LaunderingAbout Deloitte Regulatory...  ...TeamOur Forensic, Discovery, & Financial Crime offering provides services to support...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Visa sponsorship

    Deloitte

    Charlotte, NC
    3 days ago
  • $116.2k - $229.1k

     ...Report processes, with the goal to enhance financial and operational performance, manage...  ...are seeking a motivated and analytical Senior Consultant to join our Operational Finance...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Local area

    Deloitte

    Charlotte, NC
    4 days ago
  • $77k - $202k

     ...Senior Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support... 
    Senior

    PwC (US)

    Belmont, NC
    2 days ago
  • $110.4k - $140.76k

    As a Business Consulting Senior Associate, you’ll be responsible for business process analysis, requirements definition efforts for remediating...  ...or Finance Minimum 2+ years of work-related experience in financial management and/or consulting or experience Experience... 
    Senior
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Charlotte, NC
    23 hours ago
  •  ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State...  ...at .Job DescriptionProSidian Seeks a Senior Financial Consultant | Finance [COC00412...  ...engagements there are performance incentives associated with each new client that each employee... 
    Senior
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office
    Remote work
    Flexible hours

    Prosidian Consultng

    Charlotte, NC
    2 days ago
  • $116.2k - $229.1k

    Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations...  ...adjusted for the applicable geographic differential associated with the location at which the position may be filled... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Charlotte, NC
    3 days ago
  • $105.4k - $207.8k

     ...partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Charlotte, NC
    2 days ago
  •  ...functions.Bachelor’s degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience Three year track record of successfully managing large... 
    Senior
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  • $310k

     ...FUND FINANCE/SUBSCRIPTION LINES – SENIOR ASSOCIATE/COUNSEL ATTORNEYGlobal Finance Practice GroupLocation: Charlotte, NCNew York, NYPhiladelphia...  ...to work within a highly regarded practice that advises financial institutions, alternative lenders, and asset managers on... 
    Senior
    Relocation package

    iLocatum Recruiting

    Charlotte, NC
    2 days ago
  •  ...Gallagher.How you'll make an impactPrimary focus of role to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting... 
    Senior
    Work at office
    Local area

    Arthur J. Gallagher & Co.

    Charlotte, NC
    2 days ago
  • $110.7k - $218.3k

    Position Summary Today’s CFOs and financial leaders face increasing demands to...  ...optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Visa sponsorship

    Deloitte

    Charlotte, NC
    1 day ago
  • About this role:Wells Fargo is seeking a Senior Risk Analytics Consultant to join our Independent Pricing Verification (IPV) team, specializing...  ...analytics while contributing to the integrity of Wells Fargo's financial reporting and risk management framework.Finance brings together... 
    Senior
    Full time
    Work experience placement
    Relocation package

    Wells Fargo

    Charlotte, NC
    2 days ago
  • $116.2k - $229.1k

    Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte...  ...decision-making, manage risk, and drive financial and operational value.Recruiting for...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Local area

    Deloitte

    Charlotte, NC
    3 days ago
  •  ...make work better for humans and humans better at work. Work You'll Do As a Delivery Senior Consultant for our team, you will be responsible for: Supporting the Workday Student Financials functional area lead through solution design, configuration, testing, and... 
    Senior
    Work at office
    Local area
    Relocation
    Night shift

    Deloitte

    Charlotte, NC
    4 hours ago
  • $110.7k - $218.3k

    Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders...  ...g., Dodd-Frank; FRB/Fed, OCC, CFTC), plus strong grasp of associated models, data, processes, and controls.Hands-on ability to... 
    Senior
    Work at office
    Visa sponsorship

    Deloitte

    Charlotte, NC
    1 day ago
  • $116.2k - $229.1k

     ...Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in...  ...unlock strategic value through enhanced financial planning, forecasting, and analytics...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Charlotte, NC
    1 day ago
  • $77k - $202k

     ...OpportunityAs a Finance Transformation - Anaplan Consultant, Senior Associate, you will engage with CEOs, CFOs, controllers, and...  ...recommendations. In this role, you will help clients align financial planning, consolidation, reporting, and analytics processes... 
    Senior
    Full time
    H1b

    PwC

    Charlotte, NC
    4 days ago
  • A leading financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, focusing... 
    Senior

    JPMorgan Chase & Co.

    Charlotte, NC
    2 days ago
  • $106.7k

    JOB REQUISITIONOracle EPM FCC/FP&A Senior ConsultantLOCATIONHOUSTONADDITIONAL LOCATION(...  ...with client personnel and professional associates.  At the direction of Managers, you may...  ...Oracle FP&A applications to streamline financial processes and enhance business performance... 
    Senior
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Protiviti

    Charlotte, NC
    2 days ago
  • F.N.B. Corporation is seeking a Private Banker 3 to market private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering...
    Senior

    First National Bank Of Pennsylvania

    Charlotte, NC
    5 days ago
  • Truist in Mount Holly, NC seeks a client-focused professional to deliver exceptional service in person and on the phone, advising on financial solutions and handling teller duties as needed. You will develop relationships, support branch sales targets, and collaborate with... 
    Senior

    Truist

    Mount Holly, NC
    3 days ago
  • $116.2k - $229.1k

     ...change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance...  ...will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Charlotte, NC
    4 days ago
  •  ...Title : Senior FP&A Analyst - Manufacturing Location: Charlotte, NC Industry: Manufacturing / Industrial Position Overview...  .... This highly visible role will have responsibility for financial planning and analysis, P&L performance, working capital, forecasting... 
    Senior

    CAROLINA PRG

    Charlotte, NC
    13 hours ago
  • $85k - $134k

     ...Senior Analyst, Corporate FP&A At BWXT Technologies, Inc., we are People Strong, Innovation Driven. A U.S.-based company, BWXT is...  ...applications. Position Overview: The Senior Analyst for our Financial Planning & Analysis (FP&A) team is essential in supporting strategic... 
    Senior
    Flexible hours

    BWXT Technologies

    Charlotte, NC
    5 days ago
  • About this role:Wells Fargo is seeking a Senior Retail Equities Trader within Wealth and Investment Management. Learn more about our...  ...of equity and ETF order flowExecute equity and ETF orders from financial advisors, internal/external money managers, and self-directed retail... 
    Senior
    Ongoing contract
    Full time
    Work experience placement
    Second job
    Immediate start

    Wells Fargo

    Charlotte, NC
    4 hours ago
  •  ...behalf of the businessProvide vision, direction, and expertise to senior leadership on implementing innovative and significant business...  ...in governing remediation programs in large, complex financial services organizationsExperience managing non-financial risks and... 
    Senior
    Full time
    Work experience placement
    Work at office
    Work from home
    Visa sponsorship
    2 days per week
    3 days per week

    Wells Fargo

    Charlotte, NC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Associate. Be the first to apply!