Barings · 2 days ago
Client Portfolio Manager – CLOs, Loans, High Yield
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
3+ years expBarings is an investment management firm that focuses on client servicing and product development. The Client Portfolio Manager will support public fixed income strategies, particularly in collateralized loan obligations (CLOs), and will collaborate with investment teams to drive growth and maintain client relationships.
Venture Capital
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 CLO market and strategy updates to clients and prospects
Responsible for maintaining and prioritizing the firm’s Global CLOs new business and client 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 external client meetings and events
Stay abreast of market developments and competitor intelligence
Qualification
Required
University degree
3-7 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
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
Preferred
CLO or leveraged finance experience a strong plus
Experience using tools such as MS Copilot to add efficiency to existing processes is a plus
Willingness to pursue CFA designation and FINRA licenses (as needed) is desired
Benefits
Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
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
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
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
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program
Company
Barings
Barings is a $470+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions.
Founded in 1762London, England, GBR
1001-5000 employees
H1B Sponsorship
Barings has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (5)
2023 (5)
2022 (10)
2021 (9)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
unknown2002-12-27IPO
Leadership Team
Ian M. Fowler, CFA
CEO & President - Barings Private BDC (BCIC)
Mike Freno
Chairman and CEO, Barings LLC
Recent News
2024-05-07
2024-04-28
2024-04-28
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