Investment Relations Associate

1 week ago

London, Greater London, United Kingdom Barings Full time

About the Role

We are seeking a highly skilled Investment Relations Associate to join our Global Investor Relations Team at Barings. As an Investment Relations Associate, you will play a critical role in providing exceptional support to our clients and internal stakeholders.

Key Responsibilities

  • Monitor and respond to queries from internal and external parties in a timely and professional manner.
  • Handle dealing, settlement, registration, and waiver queries from various Transfer Agents, ensuring compliance with regulatory and market practices.
  • Assist clients with the accurate completion of subscription forms, maintenance of registration details, and renunciation details in liaison with Transfer Agents.
  • Fulfill requests from Distributors, Fund Platforms, or Data Vendors for the completion of fund data templates and questionnaires accurately and within required timescales.
  • Liaise with external vendors to request UCITS KIID documents and action ad-hoc and annual KIID refresh and validation.
  • Run quarterly LP Transfers and monitor multiple reports received from Transfer Agents and third parties, escalating findings as required.
  • Lead and/or participate in team or business projects, assist in producing and maintaining procedures and checklists for various processes, and interact with Transfer Agents to assist with the resolution of periodical AML refreshes.
  • Oversight of multiple Transfer Agents, including attending regular service review calls, assisting with escalated issues/incidents, monitoring their adherence to SLAs and KPIs, and annual Due Diligence reviews and visits.

Requirements

  • A minimum of 3 years of Asset Management experience in a client support/service or similar role.
  • Completed the Investment Oversight Certificate (IOC) or equivalent industry qualification.
  • Fund or Transfer Agency background.
  • Strong interpersonal skills, with the ability to work effectively within a small team.
  • Excellent written and verbal communication skills.
  • High level of attention to detail, with ability to apply it consistently.
  • Ability to work under pressure, to multi-task, and handle multiple queries from clients, administrators, and colleagues.
  • Commitment to continuous learning and willingness to challenge existing processes.
  • Proficient in Microsoft packages.

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