Client Portfolio Manager - Private Credit

at  Barings

London, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate22 Nov, 2024Not Specified28 Aug, 2024N/AFinancial Markets,Communication Skills,Investment Management,Fixed IncomeNoNo
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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.
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

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 staf


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

London, United Kingdom