Portfolio Analytics, Associate Director

Title

Portfolio Analytics, Associate Director

Department

Portfolio Finance

Location

Charlotte, NC or Boston, MA

Opportunity

The Portfolio Analytics Associate Director is a key contributor toward operational effectiveness and efficiency, leveraging technology-based solutions to streamline efficiencies, enable insightful program-level reporting, and support the reduction of investment and operational risk. This role sits within Barings Portfolio Finance’s Portfolio Analytics team, which is responsible for Data & Analytics, Operational Infrastructure, Management Reporting, Track Record, and Credit Modeling.

Team

The team is small, close-knit, and highly collaborative, focusing on originating investment-grade senior secured loans to asset managers and investment vehicles across private equity, private credit, and real estate debt. The Portfolio Finance team has originated over $38billion in private investments since 2017.

Key Responsibilities

• Perform routine data cleansing/pre-processing and automate data transformation processes.
• Critically evaluate information from multiple source systems and reconcile discrepancies to ensure sound data quality.
• Participate in technology and automation initiatives to streamline integration with internal partners, borrowers, investors, and third‑party vendors.
• Support maintenance of Barings’s proprietary portfolio monitoring database and continuously assess data quality and integrity.
• Identify process improvement solutions and support development of predictive analytic capabilities.
• Produce and automate regularly scheduled and ad‑hoc management reports to enable decision making for internal and external stakeholders.
• Assess new investor reporting requirements and support ongoing delivery.
• Identify, analyze and interpret financial data and uncover trends within large and complex data sets.

Qualifications

• Bachelor’s degree in business, data science, or analytics; 5–8+ years of experience in data management within a financial context.
• Strong knowledge and experience with analytic tools and programming languages (Python/R, SQL; VBA a plus).
• Excellent command of Microsoft Excel and understanding of relational database management systems.
• Willingness to learn complex lending structures and legal documents and translate economic and risk factors into financial models and tools.
• Demonstrated interest and experience with operational enablement through technology.
• Strong analytical and problem‑solving skills, attention to detail, self‑starter, and ability to multitask and deliver on tight timelines.
• Clear, confident communication with stakeholders.

Requisite Skills

• Data Analytics
• Data Automation
• Data Management
• Financial Process Improvement

Benefits

• 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, Supplemental, Spouse & Child)
• Paid Vacation, Sick Days and Holidays; Paid Leave of Absences (Maternity, Parental, Caregiver, Bereavement)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

Equal Employment Opportunity

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.

Compensation

Base Salary Range: $105,000–125,000 and additional incentive compensation.