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 other US locations 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 marketsand 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 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
