Barings · 9 hours ago
Client Data & Analytics Delivery Analyst
Charlotte, NC, United States
Full-time
Onsite
Entry Level
1+ years expBarings is a global investment management firm dedicated to its clients and associates. The Client Data & Analytics Delivery Analyst role focuses on ensuring accurate and timely provision of firm and fund-related data to fulfill RFP and DDQ requirements, collaborating with various teams to enhance client experience.
Venture Capital
Responsibilities
Data capture: Sourcing firm and fund data (performance, analytics, valuation, characteristics) from internal systems and data sources and liaising with data / report owners to ensure accuracy, timeliness, completeness and consistency
Distribution: Ensure the timely and accurate provision of data required for RFP’s/DDQ’s and the delivery of firm and fund data to external databases and wealth platforms
Standardization: Develop and maintain delivery templates that meet industry standards for public and private assets to ensure external data consistency and accuracy
Collaboration: Partner with Sales, Client Service, Product Management, Marketing, Operations, Data and Technology teams to align external data distribution with Barings strategy and client needs
Compliance: Ensure that distributed data meets regulatory, audit, and client disclosure requirements (MiFID II, AIFMD, ESG/SFDR, etc.)
Innovation: Identify opportunities to improve data visibility, accessibility, automation and integration into external databases and wealth management platforms
Documentation: Ensure that procedure documentation is in place and kept up to date and that backing data / information is retained in an organised and accessible manner
Contribute proactively to plans and projects to improve client experience and engagement
Qualification
Required
1 year plus of experience in a similar role in Asset Management, preferably with exposure to private markets or alternatives
Familiarity with data vendors, wealth platforms, and distribution channels
Knowledge of fund data terminology and methodologies (NAVs, performance, fees, ESG, holdings, fixed income analytics)
Educated to Bachelor degree level or equivalent
Good understanding of investment products and concepts
Strong interpersonal, written and verbal communication skills
Ability to work in a deadline driven environment and complete tasks that have high visibility
Demonstrated initiative in problem solving and successful project management
Effective collaborator with an ability to work with multiple teams, platforms and investment professionals
A desire to make an impact as part of a client facing function and a fast-paced and collaborative team environment
Analytical mindset with attention to detail and ability to manage complex data flows
Excellent communication skills to bridge technical and commercial teams
Good understanding of Microsoft core products including Excel (basic formula / functionality), Powerpoint and preferred PowerBI knowledge
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
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
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
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program
Company
Barings
Barings is a $470+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions.
Founded in 1762London, England, GBR
1001-5000 employees
H1B Sponsorship
Barings has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (5)
2023 (5)
2022 (10)
2021 (9)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
unknown2002-12-27IPO
Leadership Team
Ian M. Fowler, CFA
CEO & President - Barings Private BDC (BCIC)
Mike Freno
Chairman and CEO, Barings LLC
Recent News
2024-05-07
2024-04-28
2024-04-28
Company data provided by crunchbase