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.
Job Title : Client Portfolio Manager - CLOs, Loans, High Yield
Corporate Title : Associate Director
Department : Global Client Group
Location : Charlotte, NC
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 collateralized loan obligations ("CLOs") and supporting the firm's $90B+ 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 future growth in Barings' CLO and other fixed income strategies.
Primary Responsibilities
- 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.)
- Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects
- Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives
- Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs
- Develop a close partnership with investment teams to deepen knowledge and expertise. This will include :
Attending investment team meetings
Responding in a timely manner to client and prospect requestsCommunicate 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 external client meetings and eventsStay abreast of market developments and competitor intelligenceQualifications
University degree3-7 years of relevant work experience, ideally in investment management or investment specialist / product strategist / client portfolio manager roleA passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plusExcellent verbal and written communication skillsAn analytical approach and problem-solving mindsetAbility to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environmentAbility to meet all deadlines with a strong attention to detailStrong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentationsExperience using tools such as MS Copilot to add efficiency to existing processes is a plusWillingness to pursue CFA designation and FINRA licenses (as needed) is desired#LI-JB1
Requisite Skills
Additional Skills
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 CoverageFitness Center Reimbursement Program (Including Online Memberships)Employee Assistance Program (EAP)Fertility BenefitsFINANCIAL WELL-BEING
Highly competitive 401(k) Plan with Company MatchHealth Savings Account (HSA) with Company ContributionsFlexible Spending Accounts (FSA) - Health Care & Dependent CareRetirement Health Reimbursement AccountLIFE INSURANCE
Basic and Supplemental Life InsuranceSpouse and Child Life InsuranceTIME OFF, DISABILITY AND LEAVE OF ABSENCE
Paid Vacation, Sick Days and Annual HolidaysPaid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)Short and Long Term Disability PlansPaid Volunteer TimeOTHER BENEFITS
Education Assistance ProgramCharitable Matching Gifts ProgramCommuter Reimbursement ProgramAdoption and Surrogacy Reimbursement Program