Associate, Performance & Competitor Intelligence Analytics

Associate, Performance & Competitor Intelligence Analytics

Baron Capital is a leading asset management firm founded in 1982. We believe that hiring, retaining, and nurturing talented individuals who share our passion for excellence, integrity, and innovation is the key to our success. This means creating a welcoming, inclusive, and inspiring environment for all, as well as providing the resources and support our employees need to succeed. We take pride in our exceptionally low turnover and consider it a testament to our culture of collaboration and open communication. If you are looking for a career where you are part of a dynamic team where you can truly make a difference, we invite you to consider joining us.

The Associate is expected to understand the Firm's portfolio objectives and investment processes, remain informed about the industry landscape and market events and trends, and leverage technology and various analytical tools to effectively support the efforts of the Performance & Competitor Intelligence Analytics Team. The Associate will be responsible for monthly performance-based reporting and ad-hoc requests. The Associate is expected to communicate results effectively to members of the PR&DA Group, portfolio managers, and other groups across the Firm. The successful candidate should have an aptitude to manage large and complex datasets, summarize and present results in a clear and concise fashion, and collaborate with team members to create optimal workflows that facilitate the timely and accurate delivery of analytics to relevant stakeholders.

Key Responsibilities

• Develop a strong understanding of analytics applications available, such as Morningstar Direct, FactSet SPAR and PA and related API codes, Nasdaq eVestment, Refinitiv (Lipper for Investment Management), FI360 and Advent Portfolio Exchange, as well as Baron's proprietary Marketing and Equity Research systems, Starfish, FundsDB and BRAInS.
• Assist with the timely and accurate production of reports, including performance-based analytics and peer comparisons, and present results in clear and concise fashion.
• Contribute to monthly and quarterly reporting processes alongside other members of the P&RA team.
• Support Sales and Marketing efforts in marketing campaigns by running performance analytics reports and compiling data and analyses requested.
• Assist P&RA Group members with various internal reporting, initiatives and research projects requiring the manipulation of complex databases and copious quantities of data.
• Run one-off and ad-hoc portfolio analytics requests and deliver accurate and concise analyses in a timely manner.
• Support sales and marketing efforts through client meeting preparation by running reports and compiling data.
• Develop and foster strong, collaborative relationships with other departments within the Firm.
• Review, audit, and approve periodical marketing documents and materials and collaborate with different departments to ensure data accuracy and investigate performance related inquiries.
• Work closely with IT developers to automate existing processes where applicable.

Qualifications

The base salary range for this position is based on skills, experience, qualifications, and internal equity. It is eligible for an annual discretionary bonus. It also participates in the Firm's 401(k) and Profit-Sharing Plan. The Firm's comprehensive benefits package includes medical, dental, and vision insurance coverage, along with short and long-term disability insurance coverage. In addition, the Firm offers paid time off programs, free corporate gym access, subsidized in-office lunch options, and various employee discounts / perks programs.

Pay Transparency

$100,000 - $120,000 USD