Portfolio Management, Associate/Senior Associate

Responsibilities

• Support new/incremental deal allocations across the Global Private Finance Platform
• Support ongoing secondary trade execution activity and monitoring of investment portfolios, including tracking performance, exposures, and key risk metrics
• Attend internal meetings (IC, portfolio reviews, watchlist discussions) to support discussion of individual investments with investors
• Portfolio review material preparation and distribution
• Build and maintain financial models and forecasts for portfolio-level analysis
• Assist in the development and enhancement of portfolio reporting tools and processes, including automation initiatives
• Analyze portfolio dashboards to track performance, trends, and pipeline activity
• Prepare and help review quarterly and ad hoc portfolio reporting materials
• Help ensure portfolios remain compliant with investment guidelines and mandates
• Assist with client communications, including preparing materials for monthly/quarterly calls

Requirements

• 2-4 years of relevant experience in asset management, leveraged finance, private credit, banking, or related field
• Strong Excel-based financial modeling and analytical skills; proficiency in PowerPoint and Word
• Solid understanding of credit / lending concepts and portfolio analytics preferred
• Strong attention to detail with the ability to manage multiple priorities
• Effective communication skills and ability to work in a collaborative, team-oriented environment
• Proactive, highly organized, and motivated to learn
• Requisite Skills
• Financial Modeling, Portfolio Analysis, Portfolio Management
• Additional 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
• 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
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

Benefits

Additional Information

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 : Portfolio Management, Associate/Senior Associate Corporate Title : Associate or Senior Associate Department : Global Private Finance Location: Charlotte, NC Job Summary Barings is seeking an Associate / Senior Associate to join its Global Private Finance team, supporting the Portfolio Management function. This individual will work closely with Portfolio Managers and cross-functional partners (Deal Teams, Fund Finance, Legal) to monitor portfolios, support reporting, and assist with capital activity. This role is execution-focused and offers exposure to: - Direct lending portfolios - Portfolio construction and performance analytics - Cross-functional processes within a multi-strategy asset manager

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