Title: Portfolio Management, Associate/Senior Associate

Corporate Title: Associate or Senior Associate

Department: Global Private Finance

Location: Charlotte, NC

Job Summary

Barings 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

Key Responsibilities

• Support the ongoing monitoring of investment portfolios, including tracking performance, exposures, and key risk metrics
• Assist with cash management activities, including reviewing sources/uses of cash and supporting capital calls, distributions, and line draws
• Prepare and help review quarterly and ad hoc portfolio reporting materials
• 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
• Support review of IRR and performance calculations
• Help ensure portfolios remain compliant with investment guidelines and mandates
• Attend internal meetings (IC, portfolio reviews, watchlist discussions) to support discussion of individual investments with investors
• Assist with client communications, including preparing materials for monthly/quarterly calls
• Support trade execution and administrative processes, including placing investment orders in accordance with each vehicle’s investment guidelines                

Qualifications

• 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 Management

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