Client Portfolio Manager - Global Private Finance

Barings • Charlotte, NC

10d

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. Title: Client Portfolio Manager - Global Private Finance Corporate Title: Associate Director Business Unit: Global Private Finance 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 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

Nice To Haves

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level