Operating Office, Associate Director - Global Client Group

Barings; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, Prescription, Dental, Vision

401(k) Plan with Company Match

Health Savings Account with CompanyCon

Flexible Spending Accounts

Commuter Reimbursement Program

Education Assistance Program

Charitable Matching Gifts

Job summary

Barings in Charlotte, NC seeks an Associate Director in Global Client Group to partner with Regional Sales Heads, provide up-to-date financial analysis, and support strategic initiatives. Based in Charlotte, you will contribute to decision making and drive improvements across the Operating Office.

You will collaborate with senior leaders, finance, technology and product management, delivering dashboards and insights while managing multiple projects and maintaining high professional standards.

Qualifications

• 4+ years of financial services experience, ideally asset management.
• Excellent time-management, multi-tasking, and organizational skills.
• Analytical mindset with strong attention to detail.
• Willingness to learn and intellectual curiosity.
• Advanced MS Excel, Word, and PowerPoint skills are essential.
• Salesforce and Power BI experience is a plus.
• Team player and highly collaborative.

Responsibilities

• Support senior leadership with presentations and reports for internal stakeholders.
• Lead or contribute to projects improving analytics tools, reporting, automation, and data quality.
• Build cross-functional relationships across GCG, finance, technology and product management.
• Handle ad hoc analysis for new initiatives and product launches.
• Help map workflows and develop tools, templates, or protocols.
• Serve as the local ambassador for Operating Office inquiries.
• Monitor KPIs, assist with dashboards, and support business reviews.

Skills

Analytical mindset

Time management

Communication skills

Team player

Self-motivated

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Salesforce

Power BI

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.

Position Title: Operating Office, Associate Director - Global Client Group

Business Title: Associate Director

Business Unit: Global Client Group (GCG)

Location: Charlotte, NC

Job Summary

The Operating Office partners with GCG leadership and Senior Execs to optimize sales management, implement strategic plans and provide financial analysis. The team drives reporting of key performance metrics and system and process improvements across GCG.

The Operating Office is seeking an Associate Director to support the efforts of the Regional Sales Heads in the US.

Based in Charlotte and reporting into the Head of the Operating Office, the position will partner with senior leaders by providing up-to-date financial analysis that assists with decision making and provides valuable insights on the team’s engagement and success. The role will also involve a range of project work and operational support, requiring a blend of analytical acumen, technical expertise and effective communication.

Primary Responsibilities

• Support Senior Leadership: Assist with presentations and reports for internal stakeholders (senior management, investment teams, Board meetings), translating complex findings into clear, actionable insights.
• Continuous Improvement: Lead or contribute to projects that enhance analytical tools, reporting processes, automation, and the overall quality of Operating Office financial data.
• Collaboration: Cultivate and maintain a network of effective working relationships with colleagues across GCG, finance, technology and product management to ensure seamless information flows and communication.
• Ad Hoc Analysis: Respond to requests from business leaders; supporting new initiatives, product launches, and strategic initiatives as required.
• Process Improvement: Support efforts to streamline business processes by gathering feedback, mapping workflows, and contributing to the development of new tools, templates, or protocols.
• Stakeholder Liaison: Serve as the local ambassador and point of contact for all Operating Office related enquiries, ensuring timely and accurate communication to stakeholders.
• Tracking and Reporting: Monitor key performance indicators, assist with the preparation of dashboards, and support business reviews as necessary

Qualifications And Attributes

• 4+ years’ experience in financial services, ideally asset management
• Excellent time-management, multi-tasking, and organization skills
• Analytical mindset, with strong attention to detail
• Demonstrate a willingness to learn and show intellectual curiosity
• Advanced MS Excel, Word, and PowerPoint skills essential
• Salesforce and PowerBI experience a plus
• Team player and highly proficient when collaborating with others
• Excellent oral and written communication skills
• Self-motivated and able to work effectively with minimal supervision
• A positive, collegial attitude and a high level of professionalism

Requisite Skills

Additional Skills

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.

Barings Offers a Comprehensive Benefits Package Including

CORE BENEFITS & WELLNESS

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account

LIFE INSURANCE

• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans

Other Benefits

• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program