Client Data & Analytics - Strategic Affiliate Delivery Coordinator

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: Client Data & Analytics - Strategic Affiliate Delivery Coordinator

Business Unit: Client Experience, Global Client Group

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

Coordinate the end-to-end delivery and resolution of complex reporting and data requests for Barings’ strategic affiliates, partnering closely with Relationship Managers and Client Service Managers to deliver timely, accurate outcomes and excellent client experience.

This role will own the live request pipeline for each affiliate - triaging, prioritizing, and tracking items through to delivery - while coordinating internal stakeholders and data owners to ensure high-quality outputs, clear timelines, and effective communication. The role requires a proactive, strategic problem-solver who can resolve complex requests tactically while also identifying recurring themes and driving continuous improvement.

Primary Responsibilities

• Query / Request Resolution
• Coordination: Lead the coordination of complex reporting and data requests for strategic affiliates. Liaise with affiliate business units to interpret, assess and document requirements, then partner with internal teams to deliver solutions, providing regular status updates, clear expectations and agreed timelines.
• Innovation: Identify and deliver opportunities to improve data accessibility, accuracy, automation and integration by analyzing inbound affiliate requests, challenging root causes, and anticipating future needs.
• Standardization: For new affiliate relationships or new investments, develop and maintain scalable data-delivery templates across public and private assets to improve consistency, accuracy and operational efficiency, and to enable automation where possible.
• Collaboration: Partner with Relationship Management, Client Service, Product, Investment, Operations, Data and Technology teams to align priorities, remove blockers, and ensure affiliate requirements are met with consistently high-quality experience.
• Documentation: Maintain clear procedures, data definitions and process documentation to support repeatable delivery, auditability and knowledge sharing across teams.
• Management reporting: Support Relationship Managers with regular updates for strategic affiliates, senior management and other stakeholders, summarizing pipeline status, key risks/issues, and upcoming deliverables.
• Strategic Projects
• Contribute proactively to client experience and engagement initiatives by defining requirements, coordinating delivery across teams, and tracking progress to measurable improvements.

Qualifications

• 4-5 years of experience in a similar role in Asset Management, preferably with exposure to private markets or alternatives preferred.
• Knowledge of investment data terminology and methodologies (e.g., NAV, performance, fees, ESG, holdings, fixed income analytics).
• Educated to bachelor’s degree level preferred.
• Good understanding of investment products and concepts.
• Excellent organizational skills.
• Strong written and verbal communication skills, with the ability to translate between technical and business stakeholders.
• Able to work in a deadline-driven environment, managing tasks with high visibility and multiple stakeholders.
• Demonstrated initiative in problem solving and successful project management.
• Effective collaborator who can influence teams, platforms and investment professionals.
• A desire to make an impact as part of a client facing function and a fast-paced and collaborative team environment.
• Analytical mindset with attention to detail and ability to manage complex data flows.
• Proficient with Microsoft Office (Excel: core formulas/functions; PowerPoint). Power BI knowledge preferred.