Investment Analyst, Barings
Developed Markets Equity Team, Information Technology
International investment management firm
Open for applications
International investment management firm
1001+ employees
Open for applications
1001+ employees
Company mission
To deliver the best investment experience for our clients through exceptional service and performance.
Role
Who you are
- Prior experience working as an Equities Investment Analyst within developed markets, aligned to Technology required
- Strong analytical and research skills
- Excellent communication skills
What the job involves
- To take the lead on European/US Technology coverage alongside broader sector responsibilities
- Conduct investment analysis in line with Barings Equities investment process and propose potential investment ideas to Portfolio Managers and Heads of SITs
- Investment Analysts and Investment Managers to produce the following documents for each company under their coverage: Company Overview sheet, Company Scorecard, ESG Considerations sheet, Earnings Model, and notes from that last five meetings with company Management, and to contribute to debates
- Conduct research to Barings’ standard
- To update company valuations and roll out price targets in a timely manner via Aspen
- To disseminate information in timely manner after company meetings and results
- To convey conviction when communicating ideas
- To deliver and/or contribute to the delivery of superior risk-adjusted returns of all applicable portfolios over 12 and 36 months
- To contribute to the performance of the Global, International Large and International Small Cap strategies
- To comply and contribute to the investment philosophy, research approach and portfolio construction
- To demonstrate conviction in portfolios and ideas
- Engagement: Timely and effective engagement with companies on material issues. Timely update of the centralised Issuer Engagement system
- Voting: Timely and effective voting on company resolutions
- To prepare and conduct high quality presentation of their investment ideas. Edit and complete comments on relevant market events when they materially affect the companies they
- To proactively engage with the Sales and Marketing teams
- Understand clients’ issues
- Maintain a full understanding of Barings history/philosophy/ investment policy and be able to communicate this effectively to existing clients
- To maintain a full understanding of, and to comply with, all regulatory, legal, corporate and client mandate requirements that impact upon their role at Barings. To ensure that any breaches of these are promptly and fully reported to their line manager, in line with agreed procedures
- To promote the integration of the Equity team across the platform
- To maintain personal availability to their own desk and dependent desks
- To undertake ad-hoc responsibilities as and when directed or required
- Ensure effective communication and teamwork within their team and the business as a whole
- Act with integrity, discipline and commitment
Salary benchmarks
Our take
With a history dating back more than 260 years, Investment Management Group Barings was originally Britain’s oldest merchant bank and set up an asset management division in the 1950s. By the mid-90s, its original banking division collapsed due to scandals concerning its executives and its investment management department took center stage. Through a series of acquisitions, Baring Asset Management became Barings in 2016, alongside the now-merged Cornerstone Real Estate Advisors, Wood Creek, and Babson Capital Management.
With a portfolio worth more than $347 billion, Barings has come full circle over its two-and-a-half-century life. During the 2010s, its acquisitions and growth saw it evolve into a global leader, with subsidiaries in Europe, the Americas, and Asia. Focusing on private and public equity, real estate, private credit, capital, and insurance solutions, Barings has run with the fast-moving shifts in the investment sector to fund electric vehicle projects, fintech platforms, and digital companies to great success.
In 2023, Barings swooped in to save bankrupt real estate deals in Arizona and secured leading bank tenants Santander and HSBC at its state-of-the-art office development in Manchester, UK. In 2024 it led a funding round of Morgan Stanley's World 50, exemplifying its influence on the world's top investment banks. With many arms to its company, Barings can weather setbacks as a whole, whether that be the collapse of Barings-backed internet provider GigaMonster or restructuring the ailing cinema chain Vue.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company HQ
Third Ward, Charlotte, NC
Articles
Leadership
Mike Freno
(CEO, not founder)Previously the Head of Global Markets at Barings, Research Analyst at M&M Partners LLC, and Manager at PwC.
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