Senior Associate, Portfolio Analytics Strategy Specialist

About Baron Capital

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.

About the Team

Portfolio Analytics, one of the three core teams in the Portfolio Risk & Data Analytics (PR&DA) Group, is responsible for conducting performance and portfolio analytics for the Baron Portfolio Strategies and investment products. Members of Portfolio Analytics meet regularly with Portfolio Managers (PMs) to discuss market trends and drivers of absolute and relative performance. In addition, the team maintains databases used to perform custom analytics, analyzes performance dispersion between portfolios, and systematically tracks trends in different metrics and fundamental KPIs. Furthermore, the team supports the Firm’s internal research and external marketing efforts and is responsible for the production of periodic reports for the Firm’s CIOs, executives, and the Board of Trustees. Portfolio Analytics works closely with the Risk & Quantitative Data Analytics and Performance & Peer Analytics teams and interacts regularly with sales, accounting, marketing, and most other departments at the Firm.

Team members collaborate with each other and with departments across the Firm, including the Investment team (equity research analysts and PMs), IT developers, and the accounting department to dissect and analyze the Firm’s investment strategies exposures and performance and provide accurate reports and metrics summarizing results and characteristics.

About the Role

The Senior Associate, Portfolio Analytics Strategy Specialist will play a key role in providing portfolio insights, strategy analysis, and decision-support analytics to PMs, senior leadership, and client-facing teams. The Senior Associate will be responsible for transforming complex data into actionable intelligence, enabling investment, risk, and distribution teams to make better-informed decisions. The individual will be responsible for conducting analysis on assigned investment strategies/portfolios, asset class characteristics, portfolio construction, and positioning to support the needs of PMs. This position is responsible for the development and enhancements of portfolio analytics for different investment vehicles within specific portfolio strategies.

The Portfolio Analytics Strategy Specialist also conducts portfolio analyses supporting marketing, sales, and client service efforts. The individual is expected to understand assigned strategies and portfolio mandates, the Baron investment philosophy and process, as well as market events and trends to effectively respond to ad hoc and periodical requests for analytics. The Portfolio Analytics Strategy Specialist is expected to communicate results effectively to members of the team and to different areas of the Firm. Analysis and content developed by the Portfolio Analytics Strategy Specialist supports the Firm's efforts to provide outstanding client service and to gather and retain assets. The individual will use portfolio analytics tools to fill periodical technical ad-hoc requests from the Investment team for performance and holdings-based analytics and prepare standardized portfolio analytics packets. The position requires familiarity with equity analytics tools and portfolio management concepts, as well as formal training in statistical and quantitative aspects of investment analysis. Importantly, this position also requires the ability to convey complex statistical, portfolio analytics concepts and processes to the members of client-facing teams at the Firm. The position also requires the use and understanding of these analytical tools to produce content used by different groups across the Firm.

This role is highly visible and requires strong technical, analytical, and communication skills, along with the ability to collaborate across investment, sales, marketing, and operations teams in a boutique, entrepreneurial environment. The PR&DA group has a strong team-based orientation yet relies upon its members to take initiative and responsibility for their own individual projects. A highly proactive, entrepreneurial, and professional attitude is essential.

The Portfolio Analytics Strategy Specialist must continuously grow and adapt to meet changing demands and a wide range of requests