At a Glance
- Tasks: Lead client portfolio management and drive business development in private credit.
- Company: Join Barings, a global leader in direct lending with a collaborative culture.
- Benefits: Competitive salary, professional growth opportunities, and a supportive work environment.
- Other info: Diverse and inclusive workplace with a commitment to employee development.
- Why this job: Make an impact in the financial markets while working with top industry experts.
- Qualifications: 5-10 years in investment management, strong communication skills, and analytical mindset.
The predicted salary is between 80000 - 100000 £ per year.
At Barings, we are as invested in our associates as we are in our clients. We recognise 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’ Private Credit team is seeking a Client Portfolio Manager at either Associate Director or Director level. This position will be located in London and will report to the Managing Director, Client Portfolio Management – Private Credit. Barings Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organisation as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies.
Primary Responsibilities:
- Take a senior Client Portfolio Management role within our European Private Credit business primarily focussed on Barings’ Global and European Direct Lending capabilities.
- Serve as a primary business development liaison for Barings’ European Private Credit Capabilities.
- Communicate investment strategies internally and externally with the goal of growing assets under management in our regional private debt funds.
- Provide scheduled and ad-hoc updates on all aspects of the Private Credit market including investment performance, market levels etc.
- Stay abreast of market developments and competitor intelligence.
- Contribute to preparation of, and active participation in, meetings with current and prospective clients.
- Collaborate with various teams internally to lead client proposals (RFPs) and due-diligence questionnaires (DDQs) to support the winning of new business and retaining existing clients.
- Respond in a timely manner to client and prospect requests.
- Attend investment team meetings where required to build subject matter expertise across the various investment strategies.
- Participate in and coordinate product development initiatives in conjunction with the Product Development team for the Private Credit Business at Barings.
- Oversee the creation of all marketing material including fact sheets and pitch books for Barings’ global and regional fund offerings.
- Review reporting materials for existing clients and respond to client reporting inquiries on a timely basis.
- Contribute to Thought Leadership materials, in cooperation with investment staff and Barings Marketing staff.
Qualifications:
- University degree required and a degree in Finance, Economics or related field preferred.
- 5-10 years+ of strong and extensive experience in either an investment management or investment specialist role within the Alternatives/Private Assets industry, preferably with a Private Credit focus. Direct Lending experience a plus.
- A passion for financial markets and a strong proficiency with general Fixed Income and Credit topics.
- Excellent oral and written communication skills including an ability to assess and convey market dynamics, portfolio strategy and risk factors.
- An aptitude for public speaking in a variety of settings and audience sizes.
- An analytical approach and problem-solving mindset.
- Ability to prioritise and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment.
- Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations.
- Proficient data analysis skills and AI fluency.
- Self-starter with strong drive and motivation to succeed and demonstrable track record in doing so.
- Ability to meet all deadlines with a strong attention to detail.
- CFA or CAIA, or a willingness to seek the designation desired.
- Willingness to travel.
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.
Client Portfolio Manager - Private Credit - Associate Director/Director in London employer: Barings
At Barings, we pride ourselves on fostering a supportive and inclusive work environment where our associates are valued and rewarded for their dedication and expertise. Located in the vibrant city of London, we offer exceptional employee growth opportunities, a culture of collaboration, and a commitment to innovation, including the integration of AI in our processes. Join us to be part of a team that not only prioritises client interests but also invests in your personal and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager - Private Credit - Associate Director/Director in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Barings. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Portfolio Manager - Private Credit - Associate Director/Director in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Barings.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Barings's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Barings
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Barings.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Barings will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Barings employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
