Client Portfolio Manager – Private Credit, Managing Director

Barings; Charlotte (NC); On-site; USD 350,000 - 520,000; Full time

Benefits offered by this job

Medical coverage

Fitness reimbursement

Employee Assistance Program

401(k) with company match

HSA contributions

Flexible Spending Accounts

Life insurance

Paid vacation

Job summary

Barings is seeking a Client Portfolio Manager - Private Credit in Charlotte, NC, with a Managing Director business title. The role focuses on portfolio finance across Barings private credit strategies, working with investment teams, sales, and clients.

The position requires extensive experience in investment management, strong communication skills, and the ability to lead a team. Location options include Charlotte with consideration for other US locations; travel is expected.

Qualifications

• Requires university degree and 12–15+ years in investment management or client-facing private credit roles.
• Strong knowledge of fixed income and market dynamics; ability to convey complex concepts clearly.
• Excellent oral and written communication; comfortable presenting to diverse audiences.
• Willingness to travel and collaborate across teams.

Responsibilities

• Serve as primary liaison for Barings Portfolio Finance strategy in North America.
• Grow assets under management through client engagement and investment strategy communication.
• Partner with investment teams, sales, and clients; participate in client meetings and requests.
• Lead and develop junior members of the Client Portfolio Management team.
• Identify new product development opportunities for private credit and position Barings offerings.
• Create thought leadership materials with investment teams and Marketing.

Skills

Client relationship management

Public speaking

Team collaboration

Communication skills

Financial markets knowledge

Portfolio management

Entrepreneurial drive

Education

University degree

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.

Position Title: Client Portfolio Manager - Private Credit

Business Title: Managing Director

Department: Global Client Group

Location: Charlotte, NC (other US locations may be considered)

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 preferably be located in Charlotte, although candidates in other US locations will also be considered. The role will support all Barings private credit strategies (portfolio finance, infrastructure debt, asset-based finance, private placements, direct lending, capital solutions) with a primary focus on portfolio finance.

Primary Responsibilities

• Serve as a primary business development liaison in North America for the Barings Portfolio Finance Strategy in particular, while also representing Barings' private credit strategies more broadly
• Communicate investment strategies internally and externally with the goal of growing assets under management
• Develop a close partnership with investment teams in order to deepen knowledge and expertise and be effective as a portfolio manager proxy in interactions with sales colleagues and clients. This will include:
  • Attending investment team meetings
  • Serving as an active participant in meetings with current and prospective clients
  • Responding in a timely manner to client and prospect requests
  • Helping to determine and negotiate key terms for relevant funds/investment vehicles managed by Barings
• Help to lead and develop more junior members of the Client Portfolio Management team
• Identify, participate in and coordinate new product development and positioning initiatives for private credit
• Create Thought Leadership materials in cooperation with investment teams and Barings Marketing staff

Qualifications

• University degree
• 12-15+ years of relevant work experience, preferably in either an investment management or investment specialist/product strategist/client portfolio manager role with some experience in private credit.
• A passion for financial markets and proficiency in fixed income specifically with a high level of technical acumen/ability.
• Excellent oral and written communication skills including an ability to assess and convey market dynamics, portfolio strategy and risk factors
• An aptitude for public speaking in a variety of settings and audience sizes
• An entrepreneurial drive and desire to be a team player
• Strong organizational, facilitation and collaboration skills
• 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.

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