Loan Asset Management Associate Director

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Loan Asset Management Associate Director to oversee complex portfolio-level loan facilities. This role involves collaborating with deal teams and external borrowers throughout the investment closing process. You will be responsible for ensuring compliance, managing borrower relationships, and developing financial models. The ideal candidate will possess strong attention to detail, excellent communication skills, and a background in investment operations. Join a dynamic team that values integrity and collaboration, and make a significant impact in the financial sector.

Qualifications

• 4+ years of relevant investment operations/support experience.
• Ability to build relationships with stakeholders.

Responsibilities

• Assist deal team with onboarding and closing new deals.
• Build and maintain complex financial models.

Skills

Investment Operations

Financial Modeling

Attention to Detail

Communication Skills

Project Management

Education

Degree in Business or Finance

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Barings

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

feac42049512

Job Views:

10

Posted:

26.04.2025

Expiry Date:

10.06.2025

col-wide

Job Description:

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: Loan Asset Manager Associate Director

Business Title: Associate Director

Location: London

We are looking for a Loan Asset Management (LAM) Associate Director, to work directly with Portfolio Finance’s deal team and external borrowers in the critical investment closing process and oversight through the life cycle of these complex portfolio level loan facilities.

Team Overview:

Barings Portfolio Finance provides customized, complex, highly negotiated, proprietary secured loans to private asset managers. Barings Portfolio Finance manages the entire loan lifecycle. As such, the loan asset management team interacts regularly with the investment team, borrowers, and external stakeholders – from origination to offboarding.

Primary Responsibilities

• Assist deal team with onboarding and closing new deals including participation in the review of legal documentation including, credit agreements, loan & servicing agreements, amendments, account control agreements, and closing/settlement statements in relation to Loan Asset Management functions and best practices.
• On-going servicing and other administration functions on loans we service including compliance and covenant monitoring, borrower relationship management.
• Build and maintain complex financial models to record collateral data, test compliance metrics, and calculate waterfalls
• Collaborate with Treasury & Investment Operations teams supporting investments
• Develop and improve process
• Ensure deliverables are managed to a high standard and within timelines

Qualifications

• Degree in Business, Finance, related field or equivalent
• 4+ years of relevant investment, investment operations/support experience preferably with investing or servicing private equity, private real estate, or private credit and lending documents
• Ability to develop credibility and build relationships with all internal and external stakeholders and partners
• Excellent attention to detail
• Demonstrate exceptional project/time management, coordination, and organizational skills
• Excellent communication and interpersonal skills
• Advanced-to-mastery use of Excel and proficient use of Microsoft Office 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.