Investment Relations Associate

4 weeks ago


London, Greater London, United Kingdom Barings Full time

At Barings, we recognize the value of our associates and are committed to their growth and success. To support this, we have a dedicated Investor Relations Team that requires a highly skilled and experienced professional to handle a variety of tasks.

Key Responsibilities:

  • Monitor the team's email inbox and respond to queries from internal and external parties in a timely and professional manner.
  • Handle dealing, settlement, registration, and waiver queries from transfer agents, performing duties in accordance 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 necessary.
  • Lead and/or participate in team or business projects and assist in the production and maintenance of procedures and checklists for various processes.
  • Interact with transfer agents to assist with the resolution of periodic AML refreshes and oversee multiple transfer agents, including attending regular service review calls and assisting with escalated issues/incidents.

Requirements:

  • A minimum of 3 years' experience in asset management 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 and the ability to work effectively within a small team.
  • Excellent written and verbal communication skills.
  • A high level of attention to detail and the ability to apply it consistently.
  • The ability to work under pressure, multitask, and handle multiple queries from clients, administrators, and colleagues.
  • A commitment to continuous learning and a willingness to challenge existing processes.
  • Proficient in Microsoft packages.


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