Portfolio Analytics, Senior Associate

Barings

Charlotte, NC, US
Base: $90,000-105,000; bonus/equity: + incentive c...
Bachelor's degree in business or data science
2-4 years experience in financial data management
Proficiency in python, r, sql, and vba
The role serves as a key liaison within the Portfolio Finance team to streamline efficiencies and support investment risk reduction

Job Summary

  • The role serves as a key liaison within the Portfolio Finance team to streamline efficiencies and support investment risk reduction.
  • Candidates will be responsible for automating data transformation processes and producing insightful program-level reporting.
  • Barings offers a comprehensive benefits package including medical coverage, 401(k) matching, and paid volunteer time.

Matching Summary

The role serves as a key liaison within the Portfolio Finance team to streamline efficiencies and support investment risk reduction.

Salary

Base: $90,000-105,000; Bonus/Equity: Additional incentive compensation; Benefits: Comprehensive package including 401(k) match and wellness programs

Skills & Requirements

Must-have

  • Bachelor's degree in business or data science
  • 2-4 years experience in financial data management
  • Proficiency in Python, R, SQL, and VBA
  • Experience with PowerBI or Tableau visualization
  • Strong MS Excel skills for data analysis

Nice-to-have

  • Interest in operational enablement through technology
  • Ability to synthesize data for presentations
  • Willingness to learn complex lending structures
  • Collaborative team member with strong communication

Key Requirements

  • Bachelor's degree required
  • 2-4 years of relevant experience
  • Minimum 2 years in data analysis or reporting

Work Rights

Not specified

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