Client Portfolio Manager - Equities

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.

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

Barings Client Portfolio Managers work in close partnership and coordination with investment and sales teams and other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies.

This position will support all Barings’ Public Equity strategies.  The successful candidate will work closely with senior team members, the investment team, and sales to support existing clients, and to help drive future growth in Barings’ Public Equities strategies.

This position is located in Hong Kong and will report to the Head of Global Equity Business Development and Client Portfolio Management located in the United States.

Primary Responsibilities

• Develop, maintain, and prepare marketing and servicing materials for the team. This will include pitch books as well as scheduled and ad-hoc updates on equity markets and specific aspects of an investment strategy (e.g. monthly and quarterly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc).
• Collaborate with various teams internally to provide strategy specific responses to RFPs and DDQs.
• Develop a close partnership with investment teams to deepen knowledge and expertise. This includes:
  • Attending investment team meetings 
  • Responding in a timely manner to client and prospect requests
• Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events.
• Monitor market developments and competitor intelligence.

Qualifications

• Tertiary qualification in a related discipline.
• Strong time management, organizational, facilitation and collaboration skills. 
• Ability to work under deadline pressures and prepared to work outside normal working hours due to coordinating with colleagues in other regions.
• Relevant work experience of 3-5 years, ideally in either an investment management or investment specialist/product strategist/client portfolio manager role.
• A passion for financial markets and proficiency in Public Equities specifically.
• Excellent verbal and written communication skills.
• An analytical approach and problem-solving mindset.
• Fluent in Cantonese, Mandarin and English and be able to read and write in English and Chinese.
• Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment.
• Ability to meet all deadlines with a strong attention to detail.
• Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations.

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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.