Global Private Finance, Associate/Senior Associate

Barings

Charlotte (NC)

On-site

USD 120,000 - 160,000

Full time

14 days+

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Benefits offered by this job

Medical/Dental/Vision Coverage

Education Assistance Program

Commuter Reimbursement Program

Charitable Matching Gifts Program

Paid Vacation & Holidays

Job summary

Barings seeks an Associate or Senior Associate in Global Private Finance to support underwriting, execution and portfolio management of private credit financings. You will work with senior investment professionals through the entire lifecycle, from evaluation to due diligence, structuring and investment committee approvals.

Location options include Charlotte, NC or New York, NY, with a base salary range of $120,000-$160,000 and potential incentive compensation.

Qualifications

Bachelor’s degree in Finance, Business Administration, or Accounting.
2–6 years of work experience in private credit, investment banking, or related.
Strong analytical skill set.
Advanced Excel and Microsoft Office proficiency.
Effective communication and teamwork abilities.
Demonstrated ability to manage multiple transactions in a fast-paced environment.

Responsibilities

Conduct comprehensive credit underwriting and due diligence on prospective investments.
Perform detailed financial analysis including historical performance and trend analysis.
Develop operating and LBO models to evaluate opportunities.
Assist in preparation of investment memos with borrower's business and market details.
Prepare and present investment recommendations to senior staff and committees.
Monitor portfolio via quarterly reviews, covenant analyses, amendments, and valuations.

Skills

Strong analytical skill set

Advanced Excel skills

Effective communication skills

Develops strong and effective client/方

Microsoft Office proficiency

Ability to manage multipletransactions

Education

Bachelor’s Degree in Finance, Business Administration, or Accounting

Tools

Microsoft Office Suite

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: Global Private Finance, Associate/Senior Associate Corporate Title: Associate or Senior Associate Business Unit: Global Private Finance Location: Charlotte, NC or New York, NY

Job Summary

The 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 Responsibilities

Conduct comprehensive credit underwriting and due diligence on prospective investments, including meetings with management teams and leading private equity sponsors as well as account management activities

Perform 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 scenarios

Assist 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 committees

Monitor a portfolio of existing investments, including quarterly financial reviews, covenant compliance analysis, amendment requests, liquidity assessments, risk rating recommendations, and investment valuations

Qualifications

Bachelor’s Degree in Finance, Business Administration, or Accounting

2-6 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 set

Advanced Excel skills

Effective communication skills

Demonstrated work ethic, with the ability to manage multiple transactions simultaneously in a fast-paced environment

Develops strong and effective relationships with all areas across the organization

Proficient in use of Microsoft Office Product Suite

Base Salary Range: $120,000-160,000 and additional incentive compensation.

Credit Analysis, Financial Statement Analysis, Portfolio Management, Private Financing, Underwriting

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.

CORE BENEFITS & WELLNESS