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.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Title: Portfolio Management, Associate/Senior Associate

Corporate Title: Associate or Senior Associate  

Department: U.S. Real Estate Debt

Location: Charlotte, NC

Job Summary

Barings is a global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe and Asia Pacific.

Barings Global Real Estate Debt is seeking a Portfolio Management Analyst to assist in the oversight and management of its various client investment accounts and with the development of new products and related capital raising activities.  This position will report to the Head of Debt Portfolio Management and will work closely with the investment teams to ensure that the quality of investment decision-making is at the highest level. 

Primary Responsibilities

The Associate/Senior Associate position is responsible for assisting, alongside the lead Portfolio Manager, in the development and management of client mandates, including funds and separate accounts, across various real estate debt strategies.  Areas of independent primary oversight and responsibility include reporting, portfolio analytics, valuation, forecasting and projections, and performance management. Areas of assisting the lead Portfolio Manager include account structuring, investment selection, and portfolio construction. 

• Collaborate with the Origination, Underwriting and Capital Markets teams to create appropriate risk measurements and portfolio guidelines to achieve client investment goals.
• Assist primary Portfolio Manager in the responsibility for investment selection and portfolio construction for assigned clients, collaborating with the Origination, Underwriting and Capital Markets teams to execute investment strategies for assigned clients. 
• Work closely with the Capital Markets team to execute any leverage strategies required by Martello, BHOV and other managed accounts.
• Work with the Asset Management team to effectuate solutions to problem loans that maximize account outcomes.  Work within account guidelines to achieve these solutions.
• Assist primary Portfolio Manager to Integrate house views, relative value and risk return models into portfolio construction and sector allocation.
• Assist primary Portfolio Manager in the identification, assessment and mitigation of key sources of portfolio risk, including market, credit, operational and business risks to ensure that the overall risk profile of assigned clients is managed to optimize returns and the use of capital, consistent with the risk appetite and risk management guiding principles of the relevant investment mandate.
• Act as the primary contact with investment accounting teams and outside banking contacts, support/direct cash management of the account as well as support/direct quarterly financial reporting, analysis and controls.
• Primary contact for the account in the closing of investment transactions.
• Support the investment and legal teams in evaluating structuring options to optimize capital deployment and achievement of client goals, including tax efficiency, exposure targets and risk-return objectives.
• Collaborate with investment teams in the execution of co-investment opportunities by providing operational, reporting, and pricing recommendations.
• Along with lead portfolio Manager, communicate clearly and frequently with senior client representatives and advise clients on portfolio construction, investment options, and market dynamics, with support from investment and Research teams. Conduct periodic account portfolio reviews for clients. Lead responsibility for preparing accurate quarterly reporting.
• Lead responsibility in preparing and providing appropriate portfolio analysis and reporting to clients and to Barings senior management teams on a regular basis.

Qualifications and Competencies

• Bachelor’s degree. Major in Finance, Economics or other business-related