Senior Associate, Client Portfolio Management

Barings; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Barings is seeking a capital markets professional to work with the APAC Client Portfolio Management team on real estate equity and debt fundraising initiatives. You will collaborate with senior teams to execute strategy, engage clients and prospects, and prepare investor materials.

The role requires 3–5 years’ experience with private real estate funds, strong PowerPoint/Excel skills, and the ability to travel.

Qualifications

• Clear communicator with written and verbal skills for diverse audiences.
• Highly organized with attention to detail and good project management.
• Willingness to travel and work with internal/external stakeholders.

Responsibilities

• Execute capital raising strategy for APAC real estate equity and debt products.
• Support pursuit of Separate Account opportunities and capital raising efforts.
• Coordinate investor materials (Investor Presentation, Factsheet, DDQ, Deal Summaries).
• Manage and run investor due diligence processes and reporting (Quarterly Report).
• Support investor events such as quarterly calls and annual general meeting.
• Act as main marketing contact for campaigns and coordinate with Research.

Skills

Strong communication

Project management

Team collaboration

Education

Bachelor’s degree or equivalent

Tools

PowerPoint

Excel

Job description

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.

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

Work with senior Client Portfolio Management team, the Real Estate Investment team and Global Business Development Group on new and existing business development matters, primarily in relation to the APAC Real Estate equity and debt platform

Primary Responsibilities

• Work with the Head of APAC Client Portfolio Management and Director to execute the capital raising strategy for APAC real estate equity and debt products
• Support in the pursuit of Separate Account opportunities.
• Support the capital raising strategy for APAC real estate equity and debt products
• Engage with internal and external stakeholders to implement and monitor APAC capital raising strategy.
• Engagement with existing clients and new prospects to help grow APAC capital base.
• Coordinate and respond to Requests for Information and Requests for Proposals from clients and prospects.
• Production and updating of investor materials – Investor Presentation, Factsheet, Due Diligence Questionnaire, Deal Summaries etc.
• Managing and running investor due diligence processes.
• Coordinate regular and ad-hoc investor reporting – Quarterly Report.
• Coordinate investor events such as the Quarterly Investor Calls and the Annual General Meeting.
• Attendance and active participation at investor meetings and roadshows.
• Acting as the main point of contact for marketing for any marketing campaigns.
• Engage with Research to develop thought pieces to aid the capital raising process.
• Reporting capital raising progress back to the business.
• Attendance at industry events.

Qualifications

• Bachelor’s degree or equivalent.
• 3-5 years’ experience of working with private real estate funds in a product / client capacity.
• PowerPoint and Excel skills essential.
• Clear communicator, both verbal and written for both internal and external audiences or stakeholders and ranges of seniority.
• Highly organised, with strong attention to detail and excellent project management skills.
• Self-starter, with the ability to work as part of a broader team but also independently.
• Ability and willingness to travel.

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.