Global High Yield & CLOs Client Portfolio Manager

Barings; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

401(k) Plan with Company Match

Employee Assistance Program (EAP)

Fertility Benefits

Job summary

Barings’ Senior Associate, Client Portfolio Manager – Global High Yield and CLOs is based in Charlotte, NC. You will partner with investment teams and sales to support a growing Global High Yield and CLO platform, delivering market updates, client materials, and strategic insights.

You will work closely with senior members and cross-functional teams to advance client relationships, develop new business, and contribute to product development across fixed income strategies.

Qualifications

• University degree
• 3-5 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role
• A passion for financial markets and proficiency in fixed income specifically. High yield bonds, senior secured loans, and/or CLOs experience a strong plus
• Excellent verbal and written communication skills
• An analytical approach and problem-solving mindset
• Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
• Ability to meet all deadlines with a strong attention to detail
• Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
• Experience using AI tools such as Microsoft Copilot/Claude to improve efficiency and streamline existing processes is a plus
• Willingness to pursue CFA designation and FINRA licenses (as needed) is desired

Responsibilities

• Develop, maintain and prepare marketing and servicing materials including pitch books and updates on credit markets and investment strategies
• Lead preparation and distribution of regular market and strategy updates to clients and prospects
• Support senior team members and contribute to platform initiatives
• Collaborate with internal teams to respond to RFPs and DDQs, and support broader client and new business needs
• Develop close partnership with investment teams to deepen knowledge and expertise (attending investment team meetings; responding to client requests)
• Communicate investment strategies internally and externally to grow assets under management (participating in client and prospect meetings)
• Stay abreast of market developments and competitor intelligence

Skills

Strong communication skills

Analytical mindset

Team collaboration

Financial markets knowledge

Attention to detail

Education

Bachelor's degree

Tools

PowerPoint

Excel

MS Office

AI tools (Copilot/Claude)

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.

Title: Senior Associate, Client Portfolio Manager – Global High Yield and CLOs

Business Unit: Client Portfolio Management

Location: Charlotte, NC

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’ 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 support the firm’s public fixed income strategies with a primary focus on the firm’s $96B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive continued growth of Barings’ Global High Yield and CLO strategies, as well as the firm’s broader fixed income platform.

Primary Responsibilities

• Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.)
• Lead preparation and distribution of regular market and strategy updates to clients and prospects
• Support senior team members and contribute to platform initiatives
• Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs
• Develop a close partnership with investment teams to deepen knowledge and expertise. This will include:
• Attending investment team meetings
• Responding in a timely manner to client and prospect requests
• Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in client meetings, prospect meetings, and industry events
• Stay abreast of market developments and competitor intelligence
  
  

Qualifications

• University degree
• 3-5 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role
• A passion for financial markets and proficiency in fixed income specifically. High yield bonds, senior secured loans, and/or CLOs experience a strong plus
• Excellent verbal and written communication skills
• An analytical approach and problem-solving mindset
• Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
• Ability to meet all deadlines with a strong attention to detail
• Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
• Experience using AI tools such as Microsoft Copilot/Claude to improve efficiency and streamline existing processes is a plus
• Willingness to pursue CFA designation and FINRA licenses (as needed) is desired
  
  
  

Requisite Skills

Additional Skills

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