Senior Director

Senior Director - Barings Portfolio Finance

Senior Director - Barings Portfolio Finance

Apply locations US - MA - BOSTON - 10 FAN PIER BLVD

Time type: Full time

Posted on: Posted Yesterday

Job requisition id: JR_005946

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.

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

Title: Senior Director - Barings Portfolio Finance

Business Unit: Portfolio Finance

Location: Boston, MA

Barings is a leading 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.

Job Summary

This Senior Director role will be responsible for the portfolio management function of Barings Portfolio Finance clients, including MassMutual. This position will focus on ensuring the needs of MassMutual across various stakeholders are being met, while promoting clear and consistent communication across Barings internal stakeholders as well as MassMutual. Over time, the role is expected to consist of a similar function for other third-party Barings Portfolio Finance clients.

Portfolio Finance originates customized, proprietary senior secured financings to major asset managers across a wide range of asset classes. These transactions are highly negotiated and often involve complex structuring across various global jurisdictions. The Portfolio Finance team has originated over $48 billion in private investments since 2017 and transitioned to Barings from MassMutual (Barings’ parent company) in 2024.

The Team

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 Impact

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, providing coaching, feedback, and mentorship to other members of the team.

Qualifications

• 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 ongoing 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 onboarding teams in order to holistically provide 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.

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