Associate Director - Client Portfolio Manager - Global Private Finance
CHARLOTTE, NCPosted 30+ days ago
Job summary
Job post source
This job is directly from Barings
Job overview
The Associate Director - Client Portfolio Manager at Barings supports private debt strategies and contributes to client portfolio management within the Global Private Finance business unit, impacting client service and business growth.
Responsibilities and impact
The role involves being a subject matter expert on private debt, collaborating with internal teams to support and grow Barings' private credit business, creating marketing and educational content, managing fund launches, responding to client requests, and staying informed on market trends and competitor intelligence.
Compensation and benefits
Barings offers a comprehensive benefits package including medical, dental, vision coverage, fitness reimbursement, employee assistance, fertility benefits, competitive 401(k) with company match, HSAs, FSAs, life insurance, paid time off, disability plans, education assistance, charitable matching, commuter reimbursement, and adoption/surrogacy support.
Experience and skills
Candidates should have 5+ years relevant experience in investment management or private debt, a university degree, strong communication and analytical skills, proficiency in PowerPoint and Excel, and a willingness to pursue CFA and FINRA licenses is desired.
Work environment and culture
Barings values integrity, communication, collaboration, and dedication to client interests, fostering a supportive and team-oriented environment.
Company information
Barings is a global financial services firm specializing in asset management and direct origination, with a strong presence in North America, Europe, and Asia Pacific, and is a subsidiary of MassMutual.
Team overview
The candidate will join the Private Credit Client Portfolio Management team working closely with senior CPM members, investment teams, and sales to support private debt strategies.
Job location and travel
Preferred location is Charlotte, NC, with New York, NY as an alternate option.
Unique job features
This role uniquely combines client portfolio management with deep collaboration across investment, sales, and legal teams, focusing on private debt strategies and fund launches within a global firm.
Company overview
Barings is a global investment management firm that provides innovative solutions and access to differentiated opportunities across public and private capital markets. The company generates revenue through management fees, performance fees, and investment income. Founded in 1762, Barings has a storied history, including its acquisition by Massachusetts Mutual Life Insurance Company (MassMutual) in 2005 after the collapse in 1995 due to unauthorized trading. Today, Barings leverages its extensive expertise to manage assets for clients worldwide, focusing on delivering long-term value.
How to land this job
Tailor your resume to highlight expertise in private debt strategies, client portfolio management, and collaboration with investment and sales teams, as these are core to the Associate Director role at Barings.
Emphasize your communication skills, ability to create detailed marketing and investor materials, and experience managing multiple projects with strong attention to detail, reflecting the job's focus on content creation and client servicing.
Apply through multiple channels such as Barings' corporate careers page, LinkedIn, and specialized finance job boards to maximize your application visibility.
Connect with professionals in Barings' Global Private Finance division on LinkedIn; use ice breakers like commenting on recent market trends they’ve shared or expressing your enthusiasm for Barings’ private credit strategies to start conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'private debt,' 'client portfolio management,' 'investment strategies,' 'collaboration,' and 'market intelligence' to ensure it passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored resume submissions, identify the best application portals, and find LinkedIn contacts for networking, allowing you to focus your time on interview preparation and skill enhancement.
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