Portfolio Management, Associate/Senior Associate

Portfolio Management, Associate/Senior Associate

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.

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

Key Responsibilities

• Support the ongoing monitoring of investment portfolios, including tracking performance, exposures, and key risk metrics
• Assist with cash management activities, including reviewing sources/uses of cash and supporting capital calls, distributions, and line draws
• Prepare and help review quarterly and ad hoc portfolio reporting materials
• 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
• Support review of IRR and performance calculations
• Help ensure portfolios remain compliant with investment guidelines and mandates
• Attend internal meetings (IC, portfolio reviews, watchlist discussions) to support discussion of individual investments with investors
• Assist with client communications, including preparing materials for monthly/quarterly calls
• Support trade execution and administrative processes, including placing investment orders in accordance with each vehicle's investment guidelines

Qualifications

• 24 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

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:

• 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