Client Portfolio Manager – CLOs, Loans, High Yield

Reposted 4 Days Ago
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Charlotte, NC, USA
In-Office
Mid level
Fintech • Financial Services
Investing Together
The Role
The Client Portfolio Manager will develop marketing materials, manage client relationships, and support investment strategies for CLOs and high yield investments, while collaborating with internal teams.
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.

Job Title: Client Portfolio Manager – CLOs, Loans, High Yield

Corporate Title: Associate Director

Department: Global Client Group

Location: Charlotte, NC

Barings’ Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies.

This position will support the firm’s public fixed income strategies with a primary focus on collateralized loan obligations (“CLOs”) and supporting the firm’s $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings’ CLO and other fixed income strategies.

Primary Responsibilities

  • Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.)
  • Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects
  • Responsible for maintaining and prioritizing the firm’s Global CLOs new business and client initiatives
  • Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs
  • Develop a close partnership with investment teams to deepen knowledge and expertise. This will include:
    • Attending investment team meetings 
    • Responding in a timely manner to client and prospect requests
  • Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events
  • Stay abreast of market developments and competitor intelligence

Qualifications

  • University degree
  • 3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role
  • A passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus
  • Excellent verbal and written communication skills
  • An analytical approach and problem-solving mindset
  • Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
  • Ability to meet all deadlines with a strong attention to detail
  • Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
  • Experience using tools such as MS Copilot to add efficiency to existing processes is a plus
  • Willingness to pursue CFA designation and FINRA licenses (as needed) is desired
#LI-JB1

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.

Barings offers a comprehensive benefits package including:

CORE BENEFITS & WELLNESS

  • Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
  • Fitness Center Reimbursement Program (Including Online Memberships)
  • Employee Assistance Program (EAP)
  • Fertility Benefits

FINANCIAL WELL-BEING

  • 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

LIFE INSURANCE

  • Basic and Supplemental Life Insurance
  • Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

  • 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

 OTHER BENEFITS

  • Education Assistance Program
  • Charitable Matching Gifts Program
  • Commuter Reimbursement Program
  • Adoption and Surrogacy Reimbursement Program

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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