2027 Client Portfolio Management Summer Internship

Posted 4 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Internship
Fintech • Financial Services
Investing Together
The Role
Supports Client Portfolio Management across asset classes through client presentations, pitch books, market and competitor research, performance summaries, RFPs, DDQs, client communications, and business development projects. The intern collaborates with investment, sales, and CPM teams while developing investment management knowledge and using approved technology and AI tools responsibly.
Summary Generated by Built In

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 is seeking a summer intern to support the Client Portfolio Management team across asset classes. This 10-week program provides hands-on experience supporting client servicing, business development, and product initiatives. Interns will develop foundational investment knowledge and learn how investment strategies are communicated to clients. High-performing interns may be considered for the Analyst Program upon graduation. 

 

Client Portfolio Managers partner with investment teams, sales, and other stakeholders to connect investment expertise with client needs. The intern will work across strategies rather than focus on a single asset class. 

 

Primary Responsibilities 

  • Assist with pitch books, client presentations, and marketing materials across investment strategies. 
  • Prepare market and strategy updates, including performance summaries and portfolio positioning materials. 
  • Conduct market and competitor research to support client communications and business development. 
  • Gather information for RFPs, DDQs, and other client and prospect requests. 
  • Attend investment and CPM team meetings and support special projects. 
  • Use approved technology and AI tools to support research, analysis, and workflow efficiency while maintaining accuracy and confidentiality. 

 

Qualifications 

  • Current junior with a minimum cumulative GPA of 3.0 and expected graduation in spring 2028 from an accredited university. 
  • Preferred majors include Business, Finance, Economics, Statistics, and related fields. 
  • Interest in financial markets, investment management, and client communication across asset classes. 
  • Strong analytical skills and proficiency in Microsoft PowerPoint and Excel. 
  • Strong written and verbal communication skills and the ability to synthesize information into clear materials. 
  • Organized, detail-oriented self-starter who can manage multiple priorities and meet deadlines in a collaborative environment. 
  • Curiosity and willingness to learn and responsibly use approved AI-enabled tools.

Requisite Skills

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Skills Required

  • Currently enrolled as a university junior
  • Expected graduation in spring 2028
  • Minimum cumulative GPA of 3.0
  • Enrollment at an accredited university
  • Strong analytical skills
  • Proficiency in Microsoft PowerPoint and Excel
  • Strong written and verbal communication skills
  • Ability to synthesize information into clear materials
  • Organization, attention to detail, self-direction, and ability to manage multiple priorities
  • Ability to meet deadlines in a collaborative environment
  • Interest in financial markets, investment management, and client communication across asset classes
  • Business, Finance, Economics, Statistics, or related major
  • Curiosity and willingness to learn and responsibly use approved AI-enabled tools

Barings Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Barings and has not been reviewed or approved by Barings.

  • Retirement Support — Retirement offerings include a 401(k) with company match and a pension plan, noted as uncommon in the industry. Charitable contribution matching further strengthens long-term financial support.
  • Healthcare Strength — Healthcare coverage spans medical, dental, vision, life, and disability insurance with mental health benefits. FSAs and a fitness stipend broaden health and wellness support.
  • Leave & Time Off Breadth — Time-off provisions cover paid vacation, sick days, holidays, and dedicated volunteer time. Parental, caregiver, and bereavement leave add depth to the leave portfolio.

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The Company
HQ: Charlotte, NC
2,141 Employees
Year Founded: 1762

What We Do

Barings is a $481+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions. Learn more at www.Barings.com.

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