Portfolio Management, Associate/Senior Associate

Barings•Charlotte, NC

1d•Onsite

About The Position

Barings is seeking an Associate / Senior Associate to join its Global Private Finance team, supporting the Portfolio Management function. This individual will work closely with Portfolio Managers and cross-functional partners (Deal Teams, Fund Finance, Legal) to monitor portfolios, support reporting, and assist with capital activity. This role is execution-focused and offers exposure to direct lending portfolios, portfolio construction and performance analytics, and cross-functional processes within a multi-strategy asset manager.

Requirements

2–4 years of relevant experience in asset management, leveraged finance, private credit, banking, or related field
Strong Excel-based financial modeling and analytical skills; proficiency in PowerPoint and Word
Solid understanding of credit / lending concepts and portfolio analytics preferred
Strong attention to detail with the ability to manage multiple priorities
Effective communication skills and ability to work in a collaborative, team-oriented environment
Proactive, highly organized, and motivated to learn

Nice To Haves

Solid understanding of credit / lending concepts and portfolio analytics

Responsibilities

Support the ongoing monitoring of investment portfolios, including tracking performance, exposures, and key risk metrics
Assist with cash management activities, including reviewing sources/uses of cash and supporting capital calls, distributions, and line draws
Prepare and help review quarterly and ad hoc portfolio reporting materials
Build and maintain financial models and forecasts for portfolio-level analysis
Assist in the development and enhancement of portfolio reporting tools and processes, including automation initiatives
Analyze portfolio dashboards to track performance, trends, and pipeline activity
Support review of IRR and performance calculations
Help ensure portfolios remain compliant with investment guidelines and mandates
Attend internal meetings (IC, portfolio reviews, watchlist discussions) to support discussion of individual investments with investors
Assist with client communications, including preparing materials for monthly/quarterly calls
Support trade execution and administrative processes, including placing investment orders in accordance with each vehicle’s investment guidelines

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