Role OverviewThe Client Portfolio Manager will work in close partnership 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.
What You Will Do
The primary responsibilities of the role include serving as a primary business development liaison, communicating investment strategies, developing partnerships with investment teams, and helping to determine and negotiate key terms for relevant funds/investment vehicles.
Why It Might Be a Fit
The ideal candidate will have a passion for financial markets, proficiency in fixed income, excellent communication skills, and an entrepreneurial drive. The role will support all Barings private credit strategies with a primary focus on portfolio finance.
Requirements
- University degree
- 12-15+ years of relevant work experience
- Proficiency in fixed income with a high level of technical acumen/ability
- Excellent oral and written communication skills
- Aptitude for public speaking
- Entrepreneurial drive and desire to be a team player
- Strong organizational, facilitation, and collaboration skills
- Willingness to travel
Benefits
- Medical (including Virtual Care)
- Prescription Coverage
- Dental Coverage
- Vision Coverage
- Fitness Center Reimbursement Program
- 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
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