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 within the Portfolio, Risk & Data Analytics (PR&DA) group, is responsible for performance and portfolio analytics for Baron’s 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. The team also maintains databases used to perform custom analytics, analyzes performance dispersion across portfolios, and systematically tracks trends in different metrics and fundamental KPIs. In addition, the team supports the Firm’s internal research, product development, and external marketing efforts and produces periodic reports for the Firm's CIOs, executives, and 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 one another and with departments across the Firm—including the Investment team (equity research analysts and PMs), IT developers, and the accounting department—to analyze the Firm’s investment strategy exposures and performance, and to provide accurate reports and metrics summarizing results and characteristics.

About the Role

The Senior Associate, 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. This individual will transform complex data into actionable intelligence, enabling investment, risk, and distribution teams to make better-informed decisions, and will conduct analysis on assigned investment strategies/portfolios, asset class characteristics, portfolio construction, and positioning to support the needs of PMs. The role also involves developing and enhancing portfolio analytics for different investment vehicles within specific portfolio strategies.

The Strategy Specialist also conducts portfolio analyses supporting marketing, sales, and client service efforts. To effectively respond to ad hoc and periodic requests for analytics, the individual is expected to understand assigned strategies and portfolio mandates, the Baron investment philosophy and process, and relevant market events and trends. The Strategy Specialist must communicate results clearly to both the team and other areas of the Firm. Analysis and content developed by the Strategy Specialist support the Firm's efforts to deliver outstanding client service and to gather and retain assets.