Portfolio Analytics, Senior Associate

About the role

The Portfolio Analytics Senior Associate plays a crucial role in enhancing operational effectiveness and efficiency through the use of technology-based solutions. This position focuses on streamlining processes, enabling insightful program-level reporting, and supporting risk reduction.

Responsibilities

• Perform routine data cleansing/pre-processing and automate data transformation processes.
• Maintain BPF’s proprietary portfolio monitoring database and assess data quality & integrity continuously.
• Identify, analyze, and interpret financial data to uncover trends within large/complex data sets.
• Identify process improvement solutions and support the development of predictive analytic capabilities.
• Critically evaluate information from multiple sources – both internal and external – and reconcile discrepancies to ensure sound data quality.
• Produce (and automate where possible) regularly scheduled and ad-hoc management reports to enable decision-making.
• Support technology/automation initiatives to drive streamlined integration with borrowers, internal partners, and third-party vendors.
• Participate in internal controls activities.

Qualifications

• Bachelor’s degree (business and/or data science/analytics related) with 2 - 4 years of experience in data management within a financial context; solid financial acumen.
• Minimum of 2 years’ experience in data analysis or reporting.
• Experience with data visualization tools & best practices (hands on experience with PowerBi or Tableau preferred).
• Strong knowledge of and experience with analytic tools and programming languages (Python/R, and SQL with VBA a plus).
• Excellent command and proficiency of MS excel.
• Strong analytical and problem-solving skills, attention to detail, well-organized, self-starter, and able to multitask and deliver work products on short timeframes.
• Willingness to learn and absorb complex lending structures and legal documents and translate economic and risk factors to financial models and tools used to manage the overall portfolio.
• Experience with synthesizing and visualizing data for presentations.
• Excellent documentation and communication skills.
• Control focused and attentive to detail.

Ideal Qualifications

• Prior experience in investment reporting and analysis within private credit highly preferred.
• Experience working with at least one alternative asset class and a good understanding of the risks and operations of others across the alternative investment landscape.

Requisite Skills

• Data Analytics, Reporting and Analysis

Additional Skills

• Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran.

Benefits

• Base Salary Range: $90,000-105,000 and additional incentive compensation.