Portfolio Management, Associate/Senior Associate

Barings • Charlotte, NC

5d • Onsite

About The Position

Barings Global Real Estate Debt is seeking a Portfolio Management Analyst to assist in the oversight and management of its various client investment accounts and with the development of new products and related capital raising activities. This position will report to the Head of Debt Portfolio Management and will work closely with the investment teams to ensure that the quality of investment decision-making is at the highest level.

Requirements

• Bachelor’s degree. Major in Finance, Economics or other business-related field strongly preferred.
• Minimum of 2 to 5 years of experience within the commercial real estate industry required.
• Background in real estate finance, ideally across multiple risk profiles and strategies, including stabilized and bridge lending, construction lending, mezzanine debt, and preferred equity, with a broad knowledge of macro-economic and market fundamentals.
• Strong technical skills in modeling and analysis of individual investments and portfolios.
• Excellent oral and written communications skills; strong interpersonal skills; strong customer service focus.
• Ability to work across multiple audiences, including investors, senior management, servicing and asset management and product and investment teams.
• Ability to take initiative and lead effectively while maintaining a collaborative relationship with colleagues.
• Ability to prioritize and manage multiple projects under tight time constraints.

Nice To Haves

• Asset Management
• Portfolio Analysis
• Portfolio Management
• Real Estate

Responsibilities

• Assisting, alongside the lead Portfolio Manager, in the development and management of client mandates, including funds and separate accounts, across various real estate debt strategies.
• Reporting, portfolio analytics, valuation, forecasting and projections, and performance management.
• Assisting the lead Portfolio Manager in account structuring, investment selection, and portfolio construction.
• Collaborating with the Origination, Underwriting and Capital Markets teams to create appropriate risk measurements and portfolio guidelines to achieve client investment goals.
• Assisting primary Portfolio Manager in the responsibility for investment selection and portfolio construction for assigned clients, collaborating with the Origination, Underwriting and Capital Markets teams to execute investment strategies for assigned clients.
• Working closely with the Capital Markets team to execute any leverage strategies required by our clients.
• Working with the Asset Management team to effectuate solutions to problem loans that maximize account outcomes.
• Integrating house views, relative value and risk return models into portfolio construction and sector allocation.
• Assisting primary Portfolio Manager in the identification, assessment and mitigation of key sources of portfolio risk, including market, credit, operational and business risks to ensure that the overall risk profile of assigned clients is managed to optimize returns and the use of capital, consistent with the risk appetite and risk management guiding principles of the relevant investment mandate.
• Acting as the primary contact with investment accounting teams and outside banking contacts, supporting/directing cash management of the account as well as supporting/directing quarterly financial reporting, analysis and controls.
• Primary contact for the account in the closing of investment transactions.
• Supporting the investment and legal teams in evaluating structuring options to optimize capital deployment and achievement of client goals, including tax efficiency, exposure targets and risk-return objectives.
• Collaborating with investment teams in the execution of co-investment opportunities by providing operational, reporting, and pricing recommendations.
• Communicating clearly and frequently with senior client representatives and advising clients on portfolio construction, investment options, and market dynamics, with support from investment and Research teams.
• Conducting periodic account portfolio reviews for clients.
• Lead responsibility for preparing accurate quarterly reporting.
• Lead responsibility in preparing and providing appropriate portfolio analysis and reporting to clients and to Barings senior management teams on a regular basis.

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: Entry Level