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Wells Fargo
Charlotte
**About this role:** At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins
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Job Source: Sage Home Loans CorporationCharlotte, NC, United States
Senior Associate, Investment Analytics & Portfolio Risk page is loaded Senior Associate, Investment Analytics & Portfolio Risk Apply locations Charlotte, NC, United States US - MA - BOSTON - 10 FAN PIER BLVD time type Full time posted on Posted 2 Days Ago job requisition id JR_005230 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: Senior Associate, Investment Analytics & Portfolio Risk
Business Unit: Portfolio Solutions & Analytics
Location: Charlotte, NC or Boston, MA
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
Job Summary
The Portfolio Solutions & Analytics team at Barings is seeking a professional to support the Investment Analytics & Portfolio Risk group. The role will be focused on investment analytics and risk metrics to help the investment teams make informed decisions in the areas of asset allocation and risk management. Ideal candidate will have a combination of 2+ years of experience related to public markets (fixed income), analytics, and market/investment risk.
The role requires strong communication skills, written and verbal, in order to collaborate effectively across Portfolio Solutions & Analytics, Investment Management, Investment Risk Management, Technology and Operations, Product Management, Compliance, and Client Portfolio Services teams at the firm.
A successful candidate has an understanding of public fixed income markets including at least some of EM & DM Corporate debt, EM & DM Sovereign debt, CLOs, Securitized assets, and/or various derivative products (currency swaps, interest rate swaps, futures, forwards, etc.). A successful candidate has experience and expertise with buy side risk management platforms (RiskMetrics, FactSet, BarraOne, Aladdin). Familiarity with various risk metrics and financial risk modeling is required (credit risk, market risk, and liquidity risk).
Primary Responsibilities
Effectively communicate primary drivers of risk and performance, as well as the ability to discuss risk factor analysis for investment portfolios
Develop new risk & analytics tools to support the private and public investment platforms
Conduct research and present relevant findings to stakeholders and upper-level management
Provide analysis on an ad-hoc basis when requested by various stakeholders
Manage weekly, monthly, and quarterly deliverables for clients and or internal stakeholders
Collaborate on the production and development of management level reporting and quarterly reporting for various investment teams and senior management
Ability to aggregate, manipulate, and translate data into useful solutions to help drive decision making
Participate in monthly strategy meetings with portfolio managers
Qualifications
Degree in Finance or related field (Math, Engineering, Computer Science, Economics)
2+ Years of Experience in markets, analytics, and/or market/investment risk
Curious, self-starter with an interest in continual professional and personal development
Strong interpersonal skills and ability to work with constituents across different functional and geographic areas
Prior experience in public markets with a focus on risk and performance
Knowledge of risk metrics, stress testing, and scenario analysis
Strong familiarity with data processing
Familiarity with buy side market risk platforms
Analytical and quantitative background
Experience with querying and/or programming languages: SQL, Excel (VBA), Python, Matlab, R
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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
FINANCIAL WELL-BEING
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
Paid Volunteer Time
OTHER BENEFITS
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program
About Us Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service.
Our team-driven culture is based on transparency, responsibility and putting our clients’ interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors’ capital over the long term is an essential component of our lasting partnerships.
Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service.
As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.
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Senior Associate, Investment Analytics & Portfolio Risk jobs in Charlotte, NC, United States
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