Senior Associate – Strategic Investments
Company | Barings |
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Location | Charlotte, NC, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Senior |
Requirements
- Three to five years of experience working in finance with a strong preference for a background in investment banking, private equity, or special situations investing, ideally in financial services or specialty finance
- Ability to synthesize complex situations and identify creative solutions
- Strong negotiating skills and ability to work through transaction related documents
- Commitment to task and attention to detail
- Good personal skills and the ability to work effectively in a team environment
- Excellent writing and communication skills
- Strong computer skills, specifically in Microsoft Office, etc.
Responsibilities
- Conduct equity and structured credit underwriting and execution with a focus on financial services and specialty finance including company due diligence, financial statement analysis, detailed financial modeling / valuation, and transaction document negotiation
- Conduct ongoing portfolio company monitoring and work closely with management teams to identify value creation opportunities and support execution
- Communicate with investors and strategic partners and create / monitor client reporting
- Perform due diligence and present new strategic investment ideas or areas for internal improvement
- Support execution of internal strategic initiatives coordinating across internal and external stakeholders
- Create memos and presentations for internal leadership discussions
- Assist with special ad-hoc projects, presentations and initiatives
Preferred Qualifications
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No preferred qualifications provided.