Portfolio Management, Associate/Senior Associate

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.

Key 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
• 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
• Aid in client communications, including preparing materials for monthly/quarterly calls

Qualifications

• 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