Analyst, Client Portfolio Manager - Private Equity And Real Assets

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: Analyst, Client Portfolio Manager - Private Equity and Real Assets

Department: Client and Product Management

Location: Charlotte, NC

Barings is a global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. Learn more at www.barings.com .

Barings’ Client and Product Management Team is seeking a Client Portfolio Manager (Analyst) to support Barings’ Private Equity and Real Assets team. This position will be located in Charlotte, North Carolina and will report to the Head Client Portfolio Manager for the Private Equity and Real Assets team also located in Charlotte.

Primary Responsibilities

• Become a subject matter expert across Barings’ Private Equity and Real Assets platform
• Communicate investment strategies internally and externally with the goal of retaining and growing assets under management
• Create and update marketing materials including fact sheets and pitch books
• Support and create materials for ad-hoc updates on all aspects of the asset class including strategy, process, positioning, performance, markets, etc.
• Develop and foster a network of successful working relationships across internal stakeholders, specifically Investment and Distribution
• Respond in a timely manner to client and prospect requests
• Attend and participate in investment team meetings
• Collaborate with the various teams internally to respond to requests for market and performance data, DDQs, and/or presentation materials in a timely manner

Qualifications

• 1-3+ years of experience
• Bachelor’s degree
• Relevant industry experience ideally within investment management and private assets
• Ability to establish priorities, manage multiple tasks and meet time-sensitive deadlines
• Willingness to complete the CFA designation is preferred
• Ability to analyze, strong attention to detail, willingness to learn and show intellectual curiosity
• Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
• Excellent oral and written communication skills
• Strong organizational, facilitation and collaboration 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

• 401(k) Plan w/Company Match
• Pension Plan
• 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