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Associate, Insurance Portfolio Management

Barings

Barings

Charlotte, NC, USA
Posted on May 16, 2025

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: Associate, Insurance Portfolio Management

Business Unit: Portfolio Solutions & Analytics

Location: Charlotte, NC

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

Barings is seeking an Associate for the Insurance and Multi-Asset Portfolio Management (IPM) team. The IPM team manages $20+ billion in AUM across large, multi-sector public/private fixed income portfolios for insurance and other institutional clients. This includes effecting strategic/tactical asset allocation, risk management, security selection, liquidity management, portfolio surveillance, and reporting for 3rd party and internal clients.

Primary Responsibilities

The candidate will be required to support the following core processes:

  • Daily Portfolio Surveillance and Oversight
  • Daily Liquidity/Trading management and monitoring
  • Manage ad hoc, weekly, monthly, and quarterly reporting deliverables for clients and or internal stakeholders
  • Maintenance/management of IPM portfolio management tools/databases
  • Support in special projects
  • Develop and create client deliverables

Qualifications

  • Undergraduate degree preferably with a focus on STEM or finance/economics and minimum 3.5 GPA
  • 0-2 years of experience
  • Ability to manage large data sets
  • Basic knowledge of financial statements/markets
  • Ability to perform quantitative/statistical analysis on economic and financial concepts
  • Proficient in Microsoft Office Suite; advanced Excel skills
  • Experience in or exposure to one or more of the following: R, Python, VBA, SQL, MATLAB
  • Ownership bias – ability desire to operate independently and manage processes start to finish
  • Strong interpersonal skills and ability to work with colleagues across different functional and geographic areas

#LI-JS1

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