Director / Senior Director - Client Portfolio Manager - Global Private Finance

Posted 15 Hours Ago
Be an Early Applicant
New York, NY
7+ Years Experience
Fintech • Financial Services
The Role
The Client Portfolio Manager will lead client portfolio management within Barings' Global Private Finance business, focusing on business development, client servicing, market updates, and overseeing product development initiatives. The role involves communicating investment strategies, attending client meetings, and ensuring compliance with marketing materials.
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.

Title: Director / Senior Director - Client Portfolio Manager - Global Private Finance

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.

Barings' Global Private Finance Team is seeking a Client Portfolio Manager. This position will be located in [Charlotte] and will report to the Head of Client Portfolio Management, Private Assets. 

Primary Responsibilities

Take lead Client Portfolio Management role within our Global Private Finance business (with particular focus on the distribution and management of our private credit franchises):

  • Serving as a primary business development liaison for Barings' Global Private Finance platform 
  • Communicating investment strategies internally and externally with the goal of growing assets under management in our private credit funds
  • Providing scheduled and ad-hoc updates on all aspects of the global private credit market including investment performance, market levels etc.
  • Serving as an active participant in meetings with current and prospective clients
  • Responding in a timely manner to client and prospect requests
  • Attending investment team meetings
  • Participate in and coordinate product development initiatives for the Global Private Finance business at Barings
  • New fund launches
  • Other new strategy ideas using our core NA/European/Asia Pacific private credit and cross platform origination platforms
  • Oversee the creation of all marketing material including fact sheets and pitch books for relevant fund offerings.
  • Work with Compliance on approval of all materials
  • Review reporting materials for existing clients and respond to client reporting inquiries on a timely basis
  • Create Thought Leadership materials, in cooperation with investment staff and Barings Marketing staff

Qualifications

  • Four-year college degree required
  • Strong and extensive experience in either an investment management or investment specialist role, preferably within the Alternative/Private asset industry. 
  • Strong proficiency with general Fixed Income topics
  • Excellent oral and written communication 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

  • 401(k) Plan w/Company Match
  • Pension Plan
  • 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
The Company
HQ: Charlotte, NC
1,777 Employees
On-site Workplace

What We Do

Barings is a $382+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. *Assets under management as of 6/30/21

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