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Associate Director - Client Portfolio Manager - Global Private Finance

Barings

Barings

Accounting & Finance
Charlotte, NC, USA
Posted on Jun 4, 2025

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.

Title: Associate Director - Client Portfolio Manager - Global Private Finance

Business Unit: Global Private Finance

Location: Charlotte, NC (Preferred) or New York NY (Alternate)

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary

Barings’ Private Credit Client Portfolio Management (“CPM”) Team is seeking an Associate Director to join the team to support various private debt strategies, including direct lending and opportunistic credit, private IG, fund finance and infrastructure debt. The successful candidate will work closely with senior CPM team members, the investment teams and sales to support existing clients as well as to help drive future growth across Barings’ private debt platform strategies. The preferred location for this position is Charlotte, North Carolina.

Primary Responsibilities

  • Be a subject matter expert internally and externally for the firm’s private debt capabilities
  • Develop and foster a network of successful working relationships with internal stakeholders, including within the investment teams, sales and client service, marketing, legal and product management to help service and grow Barings’ private credit business globally
  • Create content independently across marketing, servicing and educational materials on varied aspects of the investment strategies, including presentations, commentaries, market updates and investor reports on a monthly and quarterly basis
  • Drive and support new fund and SMA launch processes
  • Proactively engage with sales, client service teams, investment teams and senior CPMs regarding investor and fundraising pipelines and investor specific requests
  • Collaborate with various teams internally to respond to requests for related information from clients such as RFPs, RFIs and ad-hoc questions in a timely manner
  • Regularly attend investment team meetings to deepen knowledge of the team’s investment capabilities and views on markets
  • Stay abreast of market changes and develop robust competitor intelligence

Qualifications

  • 5+ years of relevant work experience, ideally within investment management and/or private debt
  • University degree
  • A genuine interest in financial markets
  • Excellent verbal and written communication skills
  • An analytical approach and problem-solving mindset with ability to think creatively
  • Highly organized with ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
  • Take initiative, advance projects with limited oversight by pulling in appropriate internal resources from supporting partners
  • Ability to meet all deadlines with a strong attention to detail while proactively managing forward looking workflows
  • Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
  • Willingness to purse CFA designation and FINRA licenses (as needed) desired
#LI-JB1

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 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