Full Job Description
Title: Senior Associate, Client Portfolio Manager - Global High Yield and CLOs
Business Unit: Client Portfolio Management
Location: Charlotte, NC
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.
This position will support the firm's public fixed income strategies with a primary focus on the firm's $96B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive continued growth of Barings' Global High Yield and CLO strategies, as well as the firm's broader fixed income platform.
Primary Responsibilities
34; Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.)
34; Lead preparation and distribution of regular market and strategy updates to clients and prospects
34; Support senior team members and contribute to platform initiatives
34; Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs
34; Develop a close partnership with investment teams to deepen knowledge and expertise. This will include:
34; Attending investment team meetings
34; Responding in a timely manner to client and prospect requests
34; Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in client meetings, prospect meetings, and industry events
34; Stay abreast of market developments and competitor intelligence
Qualifications
34; University degree
34; 3-5 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role
34; A passion for financial markets and proficiency in fixed income specifically. High yield bonds, senior secured loans, and/or CLOs experience a strong plus
34; Excellent verbal and written communication skills
34; An analytical approach and problem-solving mindset
34; Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
34; Ability to meet all deadlines with a strong attention to detail
34; Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
34; Experience using AI tools such as Microsoft Copilot/Claude to improve efficiency and streamline existing processes is a plus
34; Willingness to pursue CFA designation and FINRA licenses (as needed) is desired
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Requisite Skills
Additional Skills
Barings offers a comprehensive benefits package including:
CORE BENEFITS & WELLNESS
34; Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
34; Fitness Center Reimbursement Program (Including Online Memberships)
34; Employee Assistance Program (EAP)
34; Fertility Benefits
FINANCIAL WELL-BEING
34; Highly competitive 401(k) Plan with Company Match
34; Health Savings Account (HSA) with Company Contributions
34; Flexible Spending Accounts (FSA) - Health Care & Dependent Care
34; Retirement Health Reimbursement Account
LIFE INSURANCE
34; Basic and Supplemental Life Insurance
34; Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
34; Paid Vacation, Sick Days and Annual Holidays
34; Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
34; Short and Long Term Disability Plans
34; Paid Volunteer Time
OTHER BENEFITS
34; Education Assistance Program
34; Charitable Matching Gifts Program
34; Commuter Reimbursement Program
34; Adoption and Surrogacy Reimbursement Program