Client Portfolio Manager - Global Private Finance

Barings•Charlotte, NC

17d

About The Position

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. Barings’ Private Credit Client Portfolio Management (“CPM”) Team is seeking an Associate Director to join the team to support various private debt strategies, including direct lending and opportunistic credit, private IG, fund finance and infrastructure debt. The successful candidate will work closely with senior CPM team members, the investment teams and sales to support existing clients as well as to help drive future growth across Barings’ private debt platform strategies. The location for this position is Charlotte, North Carolina.

Requirements

5+ years of relevant work experience, ideally within investment management and/or private debt
University degree
A genuine interest in financial markets
Excellent verbal and written communication skills
An analytical approach and problem-solving mindset with ability to think creatively
Highly organized with ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
Take initiative, advance projects with limited oversight by pulling in appropriate internal resources from supporting partners
Ability to meet all deadlines with a strong attention to detail while proactively managing forward looking workflows
Ability to multi-task across multiple strategies, balancing short term day to day tasks with longer term projects
Strong proficiency with PowerPoint and Excel required, including experience using MS Office to produce high quality presentations and manipulate data
Desire to purse CFA designation and FINRA licenses (as needed)

Responsibilities

Act as a subject matter expert internally for the firm’s private debt capabilities
Develop and foster a network of successful working relationships with internal stakeholders, including the investment teams, sales and client service, marketing, legal and product management to help service and grow Barings’ private credit business globally
Create content independently across marketing, servicing and educational materials on varied aspects of the investment strategies, including presentations, commentaries, market updates and investor reports on a monthly and quarterly basis
Support new fund and SMA launch processes
Proactively engage with sales, client service teams, investment teams and senior CPMs regarding investor and fundraising pipelines and investor specific requests
Collaborate with various teams internally to respond to requests for related information from clients such as RFPs, RFIs and ad-hoc questions in a timely manner
Regularly attend investment team meetings to deepen knowledge of the team’s investment capabilities and views on markets
Stay abreast of market changes and develop robust 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