What are the responsibilities and job description for the Managing Director/Senior Director - Client Portfolio Manager - Global Private Finance position at Barings LLC?
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: Managing Director/Senior Director - Client Portfolio Manager - Global Private Finance
Business Unit: Global Private Finance
Location: Charlotte, NC
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
Job Summary
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.
The successful candidate will lead Barings’ North America Private Credit Client Portfolio Management team, supporting all Barings private credit strategies (global private finance, capital solutions, infra debt, portfolio finance, structured finance and private placements), with a primary focus on global private finance/direct lending. The role will report to the Head of Client Portfolio Management – Public Fixed Income & Private Credit. This position will be located in Charlotte however other hub locations such as New York may also be considered.
Primary Responsibilities
- Serve as the primary business development liaison in North America for Barings Global Private Finance strategies in particular, and 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
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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
