2027 Client Portfolio Management Summer Internship

Barings; Charlotte (NC); On-site; USD 28,000 - 34,000; Full time

Job summary

Barings offers a 10-week summer intern program to support the Client Portfolio Management team across asset classes. The internship provides hands-on experience with client servicing, business development, and product initiatives, while developing foundational investment knowledge and how strategies are communicated to clients.

High-performing interns may be considered for the Analyst Program after graduation, as CPM partners with investment teams, sales, and other stakeholders to connect

Qualifications

• Current junior with a minimum cumulative GPA of 3.0 and expected graduation in spring 2028 from an accredited university.
• Preferred majors include Business, Finance, Economics, Statistics, and related fields.
• Interest in financial markets, investment management, and client communication across asset classes.
• Strong analytical skills and proficiency in Microsoft PowerPoint and Excel.
• Strong written and verbal communication skills and the ability to synthesize information into clear materials.
• Organized, detail-oriented self-starter who can manage multiple priorities and meet deadlines in a collaborative environment.
• Curiosity and willingness to learn and responsibly use approved AI-enabled tools.

Responsibilities

• Assist with pitch books, client presentations, and marketing materials across investment strategies.
• Prepare market and strategy updates, including performance summaries and portfolio positioning materials.
• Conduct market and competitor research to support client communications and business development.
• Gather information for RFPs, DDQs, and other client and prospect requests.
• Attend investment and CPM team meetings and support special projects.
• Use approved technology and AI tools to support research, analysis, and workflow efficiency while maintaining accuracy and confidentiality.

Skills

Analytical skills

Written communication

Verbal communication

PowerPoint

Excel

Team collaboration

Detail orientation

Education

Undergraduate pursuing Bachelor's degree in Business/Finance/Economics/Statistics or related field

Tools

Microsoft PowerPoint

Microsoft 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 seeking a summer intern to support the Client Portfolio Management team across asset classes. This 10-week program provides hands-on experience supporting client servicing, business development, and product initiatives. Interns will develop foundational investment knowledge and learn how investment strategies are communicated to clients. High-performing interns may be considered for the Analyst Program upon graduation. Client Portfolio Managers partner with investment teams, sales, and other stakeholders to connect investment expertise with client needs. The intern will work across strategies rather than focus on a single asset class.

Primary Responsibilities

• Assist with pitch books, client presentations, and marketing materials across investment strategies.
• Prepare market and strategy updates, including performance summaries and portfolio positioning materials.
• Conduct market and competitor research to support client communications and business development.
• Gather information for RFPs, DDQs, and other client and prospect requests.
• Attend investment and CPM team meetings and support special projects.
• Use approved technology and AI tools to support research, analysis, and workflow efficiency while maintaining accuracy and confidentiality.

Qualifications

• Current junior with a minimum cumulative GPA of 3.0 and expected graduation in spring 2028 from an accredited university.
• Preferred majors include Business, Finance, Economics, Statistics, and related fields.
• Interest in financial markets, investment management, and client communication across asset classes.
• Strong analytical skills and proficiency in Microsoft PowerPoint and Excel.
• Strong written and verbal communication skills and the ability to synthesize information into clear materials.
• Organized, detail-oriented self-starter who can manage multiple priorities and meet deadlines in a collaborative environment.
• Curiosity and willingness to learn and responsibly use approved AI-enabled tools.

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.