Product Management Analyst - Global Private Finance

Barings

Charlotte (NC)

On-site

USD 250,000 - 380,000

Full time

14 days+

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Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with match

Flexible Spending Accounts

EAP

Fertility benefits

Commuter benefits

Paid time off

Job summary

Barings in Charlotte, NC, seeks a Managing Director to lead client portfolio management for private credit. The role partners with investment teams, sales and clients to grow assets under management across portfolio finance, infrastructure debt, asset-based finance and more.

The incumbent will guide senior client relationships, develop product strategies, and mentor junior team members while traveling as needed to client sites and markets.

Qualifications

Experience in investment management or private credit-focused roles.
Strong grasp of market dynamics, portfolio strategy and risk factors.
Ability to lead and mentor junior team members.
Excellent communication and presentation abilities.

Responsibilities

Serve as primary business development liaison for Barings private credit strategies in North America.
Coordinate with investment teams, sales and clients to grow assets under management.
Partner with investment teams to deepen expertise and support client interactions.
Lead and develop junior members of the Client Portfolio Management team.
Identify new product development and positioning opportunities for private credit.
Create Thought Leadership materials with investment teams and Marketing.

Skills

Fixed income expertise

Public speaking

Client relationships

Team leadership

Communication skills

Willingness to travel

Entrepreneurial drive

Collaboration

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.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

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 New York and Boston 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 marketsand 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

#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 & WELL-BEING

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