Senior Associate - Client Portfolio Manager - Global High Yield and CLOs

Barings LLC

$95K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • University degree
  • 3-5 years of relevant experience in investment management or similar role
  • Strong understanding of financial markets, particularly fixed income, high yield bonds, and CLOs
  • Excellent verbal and written communication skills
  • Analytical and problem-solving mindset
  • Ability to manage multiple tasks and work in a team-oriented environment
  • Strong proficiency with PowerPoint and Excel, and experience with AI tools is a plus

Responsibilities

  • Develop and prepare marketing materials including pitch books and market updates
  • Lead the distribution of regular strategy updates to clients
  • Support senior team members on platform initiatives
  • Collaborate with internal teams to respond to client inquiries and RFPs
  • Build partnerships with investment teams for enhanced knowledge and expertise
  • Communicate investment strategies externally to drive asset growth
  • Monitor market developments and competitor activities

Benefits

  • Medical, prescription, dental, and vision coverage
  • Fitness center reimbursement and wellness programs
  • 401(k) plan with company match
  • Health savings account with contributions
  • Paid vacation and sick days
  • Education assistance and charitable matching gift programs
  • Paid volunteer time and various leave of absence options
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 #LI-JS1 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

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