Corporate Actions & Income Associate

Barings LLC; Charlotte (NC); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) with Company Match

Health Savings Account

Paid Vacation & Holidays

Education Assistance Program

Job summary

Barings LLC is seeking an Associate, Corporate Actions & Income in Charlotte, NC. The role oversees corporate actions and income processes across Barings investment portfolios, applying independent judgment to events and collaborating with partners to uphold client servicing and operational excellence.

The candidate will analyze issuer documentation, custodian notifications and market practice guidance, supporting timely event processing and policy adherence.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related discipline or equivalent industry experience.
• 2+ years of experience in investment operations, corporate actions, custody, fund administration or related financial services activities.
• Ability to analyze complex operational issues and recommend solutions.
• Strong stakeholder management and communication skills.
• Experience with Aladdin or similar investment operations platforms preferred.

Responsibilities

• Analyse corporate action and income information and determine appropriate operational treatment.
• Evaluate exceptions, claims, breaks and other operational issues arising from corporate actions and income events.
• Develop and implement process improvements with Operations and Technology.
• Maintain procedures, controls and documentation for operations.
• Represent Corporate Actions in cross-functional groups and with custodians on service quality and event processing.
• Review restructuring event documentation and coordinate implementation activities.

Skills

Independent judgement

Analytical thinking

Stakeholder management

Planning & organisation

Collaboration & teamwork

Education

Bachelor's degree in Finance, Economics, Accounting or related discipline

Tools

Aladdin

Job description

Barings LLC is seeking an Associate, Corporate Actions & Income in Charlotte, NC. The role oversees corporate actions and income processes across Barings investment portfolios, applying independent judgment to events and collaborating with partners to uphold client servicing and operational excellence.

The candidate will analyze issuer documentation, custodian notifications and market practice guidance, supporting timely event processing and policy adherence.