Client Portfolio Manager – Private Credit, Managing Director

Posted 4 Hours Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Expert/Leader
Fintech • Financial Services
Investing Together
The Role
Lead client portfolio management and business development for Barings’ private credit strategies, with a primary focus on portfolio finance. Partner with investment teams, sales, clients, and prospects to communicate investment strategies, grow assets under management, support product development, negotiate fund terms, coordinate positioning initiatives, create thought leadership materials, and mentor junior team members.
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.

Position Title: Client Portfolio Manager – Private Credit

Business Title: Managing Director

Department: Global Client Group

Location: Charlotte, NC (other US locations may be considered)


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 preferably be located in Charlotte, although candidates in New York and Boston will also be considered. The role will support all Barings private credit strategies (portfolio finance, infrastructure debt, asset-based finance, private placements, direct lending, capital solutions) with a primary focus on portfolio finance.


Primary Responsibilities

  • Serve as a primary business development liaison in North America for the Barings Portfolio Finance Strategy in particular, while also representing Barings’ private credit strategies more broadly
  • Communicate investment strategies internally and externally with the goal of growing assets under management
  • Develop a close partnership with investment teams in order to deepen knowledge and expertise and be effective as a portfolio manager proxy in interactions with sales colleagues and clients. This will include:
    • Attending investment team meetings 
    • Serving as an active participant in meetings with current and prospective clients
    • Responding in a timely manner to client and prospect requests
    • Helping to determine and negotiate key terms for relevant funds/investment vehicles managed by Barings
  • Help to lead and develop more junior members of the Client Portfolio Management team
  • Identify, participate in and coordinate new product development and positioning initiatives for private credit
  • Create Thought Leadership materials in cooperation with investment teams and Barings Marketing staff

Qualifications

  • University degree
  • 12-15+ years of relevant work experience, preferably in either an investment management or investment specialist/product strategist/client portfolio manager role with some experience in private credit.
  • A passion for financial markets and proficiency in fixed income specifically with a high level of technical acumen/ability.
  • Excellent oral and written communication skills including an ability to assess and convey market dynamics, portfolio strategy and risk factors
  • An aptitude for public speaking in a variety of settings and audience sizes
  • An entrepreneurial drive and desire to be a team player
  •  Strong organizational, facilitation and collaboration skills
  •  Willingness to travel

#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

Skills Required

  • University degree
  • 12–15+ years of relevant work experience
  • Experience in investment management, investment specialist, product strategist, or client portfolio manager roles
  • Experience in private credit
  • Passion for financial markets
  • Proficiency in fixed income and strong technical acumen
  • Excellent oral and written communication skills
  • Ability to assess and communicate market dynamics, portfolio strategy, and risk factors
  • Public speaking ability
  • Entrepreneurial drive and ability to work as a team player
  • Strong organizational, facilitation, and collaboration skills
  • Willingness to travel

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.

Barings Insights

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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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