Client Portfolio Manager - CLOs, Loans, High Yield

Barings Corp.•Charlotte, NC

50d

About The Position

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. Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. This position will support the firm's public fixed income strategies with a primary focus on collateralized loan obligations ("CLOs") and supporting the firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings' CLO and other fixed income strategies.

Requirements

University degree
3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role
A passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus
Excellent verbal and written communication skills
An analytical approach and problem-solving mindset
Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
Ability to meet all deadlines with a strong attention to detail
Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
Willingness to pursue CFA designation and FINRA licenses (as needed) is desired

Nice To Haves

Experience using tools such as MS Copilot to add efficiency to existing processes is a plus

Responsibilities

Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.)
Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects
Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives
Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs
Develop a close partnership with investment teams to deepen knowledge and expertise.
Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events
Stay abreast of market developments and competitor intelligence

Benefits

Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
Highly competitive 401(k) Plan with Company Match
Health Savings Account (HSA) with Company Contributions
Flexible Spending Accounts (FSA) - Health Care & Dependent Care
Retirement Health Reimbursement Account
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
Paid Vacation, Sick Days and Annual Holidays
Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
Short and Long Term Disability Plans
Paid Volunteer Time
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program