Client Portfolio Manager

3 weeks ago

London, Greater London, United Kingdom Barings Full time

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.

Job Title: Client Portfolio Manager – Private Credit

Business Title: Senior Director

Location: London

Overview

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.

The successful candidate will be a senior member of Barings' Private Credit Client Portfolio Management team in Europe, supporting all Barings private credit strategies (global private finance, capital solutions, infra debt, portfolio finance, structured finance and private placements), with a primary focus on global private finance/direct lending. The role will report to the Head of Client Portfolio Management – Public Fixed Income & Private Credit. This position will be located in London.

Primary Responsibilities

Serve as the primary business development liaison in Europe for Barings Global Private Finance strategies in particular, and 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

Oversee the creation of all marketing material including fact sheets and pitch books for relevant fund offerings.

Review reporting materials for existing clients

Review and provide strategy specific responses to RFPs and DDQs

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 or equivalent

Significant 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

#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.

JR_005212

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