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: Portfolio Management, Associate/Senior Associate
Corporate Title: Associate or Senior Associate
Department: Global Private Finance
Location: Charlotte, NC
Job SummaryBarings 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
• Cross-functional processes within a multi-strategy asset manager
- Support new/incremental deal allocations across the Global Private Finance Platform
- Support ongoing secondary trade execution activity and monitoring of investment portfolios, including tracking performance, exposures, and key risk metrics
- Attend internal meetings (IC, portfolio reviews, watchlist discussions) to support discussion of individual investments with investors
- Portfolio review material preparation and distribution
- 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
- Prepare and help review quarterly and ad hoc portfolio reporting materials
- Help ensure portfolios remain compliant with investment guidelines and mandates
- Assist with client communications, including preparing materials for monthly/quarterly calls
- 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
Requisite Skills
Financial Modeling, Portfolio Analysis, Portfolio ManagementAdditional 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
Skills Required
- 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
- Effective communication skills and ability to work in a collaborative, team-oriented environment
- Proactive, highly organized, and motivated to learn
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.
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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.
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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.
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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.
Barings Insights
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.
