Barings · 4 hours ago
Associate Director, Investor Relations
Charlotte, NC, United States
Full-time
Onsite
Mid, Senior Level, Lead/Staff
5+ years expBarings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. The Associate Director will play a vital role in the Global Investor Relations Team, managing day-to-day processes and liaising with clients and internal teams to enhance the Client experience.
Venture Capital
Responsibilities
Coordinating with multiple Transfer Agents, including attending regular service review calls, assisting with escalated issues / incidents, monitoring their adherence to SLAs & KPIs and annual Due Diligence reviews & visits
Complete dealing, settlement, registration, and NIGO queries from our TA partners, performing duties in accordance with market practices and in a timely manner
Responsible for the processing of Capital activities (subscription, redemption, transfer, switches) and non-financial activities (new investor creation, static data maintenance, statement & contract note distribution, audit confirms, responding to investor / client queries & multiple time bound projects)
Interact with TAs to assist with resolution of AML Customer Due Diligence (CDD) issues and Annual Refreshes
Fulfill requests from Distributors, Fund Platforms or Data Vendors for the completion of fund data templates accurately and within required timescales
Build professional, positive and collaborative working relationships with colleagues in other departments, e.g. Portfolio Management, Compliance, Legal, Operations, Client Onboarding, etc
Assist with new client onboarding across the Retail/Wealth channel, coordinating activities with business line partners and service teams to provide a smooth and seamless Client experience
Qualification
Required
5+ years of asset management, transfer agency, broker, or advisory firm experience
Experience across the Wealth/Retail channel; effectively working with RIA's, wealth managers & custodians
A client first mentality and strong interpersonal skills; our firm and team culture are paramount
Ability to work under pressure, to multi-task and handle multiple queries from clients, transfer agents and colleagues
Proficient in Microsoft Office Suite
Preferred
Experience with alternative platforms such as iCapital, Subscribe+ and CAIS is a plus
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