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    Director - Portfolio Finance - Oklahoma City, United States - Barings

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    Director - Barings Portfolio Finance

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    locations

    US - MA - BOSTON - 10 FAN PIER BLVD

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id

    JR_005042

    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:
    Director - Barings Portfolio Finance

    Department:
    Portfolio Finance


    Location:
    Boston (Fan Pier)


    Barings is a $351 billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets.

    With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities, and employees, and is committed to sustainable practices and responsible investment.

    Learn more, at .
    as of June 30, 2023
    The Opportunity

    This Director role will be responsible for the evaluation, diligence and investment thesis, and on-going monitoring of a portfolio of direct private investments, including private debt, made by Barings' Portfolio Finance team.

    Portfolio Finance originates customized, proprietary senior secured loans to major investment organizations across a wide range of asset classes. These loans are highly negotiated and often involve complex structuring across various global jurisdictions.

    The team has originated over $35 billion in private investments over the last six years and recently transitioned to Barings from MassMutual (Barings' parent company).

    The Team
    The team is small, close-knit, and highly collaborative. The Director will be a critical full-time member of the team.

    Team members are motivated by a shared goal to originate attractive investment opportunities for third-party clients as well as MassMutual's GIA.

    The Director will support all aspects of the Portfolio Finance platform, including working closely with portfolio managers, investment analysts, structuring leads, other team members across Barings as well as external partners, including legal counsel.

    The Impact

    The Director will provide a driving role in the structuring, underwriting, approval, closing, and ongoing monitoring of complex transactions that generate attractive risk-adjusted returns for clients while addressing the unique financing needs of our customers, who are typically world-class alternative investment managers or specialty finance companies.

    Although this position does not have direct reports, the Director will provide coaching, feedback, and leadership to the junior members of the team.

    The Minimum Qualifications
    Bachelor's degree from a top university with ideally five (5) years of relevant experience in: investment banking, private equity, credit hedge fund, private credit, or other alternative investment experience
    Passion in finance / investments, with a strong understanding of accounting principles

    Comfortable working with and making investment decisions using concepts of leverage in a corporate debt context (e.g., Debt / EBITDA) and in a real estate debt context (e.g.

    , LTV, DSCR, Debt Yield)
    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
    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)
    The Ideal Qualifications
    Significant professional experience working on complex negotiated transactions
    Experience working with at least one alternative asset class and a good understanding of the risks and operations of others across the alternative investment landscape
    Comfort negotiating legal documents, including having a good understanding of what is appropriate in each transaction
    Deal underwriting and execution experience, including assisting the negotiation of financing terms; drafting, negotiation, and review of transaction documentation; preparation of investment approval documentation and working with operations and on-boarding teams to structure around each transaction's unique implementation issues and reporting
    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
    Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
    Fitness Center Reimbursement Program (Including Online Memberships)
    Employee Assistance Program (EAP)
    Fertility Benefits
    FINANCIAL WELL-BEING
    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

    LIFE INSURANCE
    Basic and Supplemental Life Insurance
    Spouse and Child Life Insurance
    TIME OFF, DISABILITY AND LEAVE OF ABSENCE
    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

    OTHER BENEFITS
    Education Assistance Program
    Charitable Matching Gifts Program
    Commuter Reimbursement Program
    Adoption and Surrogacy Reimbursement Program

    About Us


    Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients.

    We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative,

    institutional-quality

    solutions and service.
    Our team-driven culture is based on transparency, responsibility and putting our clients' interests first.

    We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals.

    Risk management and protecting our investors' capital over the long term is an essential component of our lasting partnerships.

    Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed.

    With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service.

    As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.

    #J-18808-Ljbffr

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