Senior Director of Barings Portfolio Finance, Barings
Office located in Fan Pier Boulevard, MA
International investment management firm
Job no longer available
International investment management firm
1001+ employees
Job no longer available
Office located in Fan Pier Boulevard, MA
1001+ employees
Company mission
To deliver the best investment experience for our clients through exceptional service and performance.
Role
Who you are
- Bachelor’s degree with at least ten (10) years of relevant experience in: investment banking, leveraged finance, portfolio finance, private credit, or other alternative investment experience
- Experience with portfolio finance investments, including an understanding of the investment merits, risks, structures, and detailed underwriting considerations underpinning these transactions
- Ability to clearly and concisely articulate the details around portfolio finance investments
- A deep understanding of insurance general account investment portfolios, including ALM considerations across various liability segments
- Passion in finance / investments, with a strong understanding of accounting principles
- Comfortable working with and making investment decisions using concepts of leverage and other financing related metrics
- Deep understanding of the roles, responsibilities and motivations of the primary participants in the investment management ecosystem
- Excellent communication skills, both written and oral, to succeed in a fast-paced, team environment
- Ability to conduct initial and on-going research, analysis and due diligence of various asset classes and understand the risks associated with each
- Demonstrate strong analytical and problem-solving skills, attention to detail, and ability to multitask and deliver work products on short timeframes
- Ability to work closely with portfolio managers and senior management, in addition to internal and external stakeholders
- Ability and openness to understanding operational, accounting, and legal aspects of investments
- Strong computer skills including experience with financial applications including proficiency in Microsoft Office (Excel, Power Point and Word)
- A deep understanding of large complex insurance organizations or other similar institutional investor organizations, including ability to communicate with multiple stakeholders
- Significant professional experience working on complex negotiated transactions
- Experience working with alternative asset class and a deep understanding of the risks and operations of others across the alternative investment landscape
- Comfort describing complex structural and legal considerations, including having a good understanding of what is appropriate in each transaction
- Deal underwriting and execution experience, including working with operations and on-boarding teams in order to holistically provide structure around each transaction’s unique implementation issues and reporting
What the job involves
- The team is small, close-knit, and highly collaborative. The Senior Director will be a critical full-time member of the team
- Team members are motivated by a shared goal to originate and manage attractive investment opportunities for MassMutual’s GIA and third-party clients
- The Senior Director will support all portfolio management aspects of the Portfolio Finance platform, with a focus on the MassMutual GIA portfolio
- This includes working closely with portfolio managers, investment analysts, structuring leads, loan asset management, portfolio analytics, and other team members across Barings as well as external partners, including legal counsel
- The Senior Director will provide a primary portfolio management point of contact for MassMutual, ensuring clear communication and client success
- Barings Portfolio Finance seeks to generate attractive risk-adjusted returns for all clients including MassMutual
- The Senior Director will be a positive contributor to the team, provide coaching, feedback, and mentorship to other members of the team
Our take
With a history dating back more than 260 years, Investment Management Group Barings was originally Britain’s oldest merchant bank and set up an asset management division in the 1950s. By the mid-90s, its original banking division collapsed due to scandals concerning its executives and its investment management department took center stage. Through a series of acquisitions, Baring Asset Management became Barings in 2016, alongside the now-merged Cornerstone Real Estate Advisors, Wood Creek, and Babson Capital Management.
With a portfolio worth more than $347 billion, Barings has come full circle over its two-and-a-half-century life. During the 2010s, its acquisitions and growth saw it evolve into a global leader, with subsidiaries in Europe, the Americas, and Asia. Focusing on private and public equity, real estate, private credit, capital, and insurance solutions, Barings has run with the fast-moving shifts in the investment sector to fund electric vehicle projects, fintech platforms, and digital companies to great success.
In 2023, Barings swooped in to save bankrupt real estate deals in Arizona and secured leading bank tenants Santander and HSBC at its state-of-the-art office development in Manchester, UK. In 2024 it led a funding round of Morgan Stanley's World 50, exemplifying its influence on the world's top investment banks. With many arms to its company, Barings can weather setbacks as a whole, whether that be the collapse of Barings-backed internet provider GigaMonster or restructuring the ailing cinema chain Vue.
Freddie
Company Specialist at Welcome to the Jungle
Insights
0% employee growth in 12 months
Company
Company HQ
Third Ward, Charlotte, NC
Leadership
Mike Freno
(CEO, not founder)Previously the Head of Global Markets at Barings, Research Analyst at M&M Partners LLC, and Manager at PwC.
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