Baron capital

Actively Hiring

Senior Associate, Strategy Specialist

New York, USA

Full-time

Role Overview

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.

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.

Key Responsibilities

Provide portfolio insights, strategy analysis, and decision-support analytics to PMs, senior leadership, and client-facing teams
Transform complex data into actionable intelligence, enabling investment, risk, and distribution teams to make better-informed decisions
Conduct analysis on assigned investment strategies/portfolios, asset class characteristics, portfolio construction, and positioning
Develop and enhance portfolio analytics for different investment vehicles within specific portfolio strategies
Conduct portfolio analyses supporting marketing, sales, and client service efforts

Requirements & Eligibility

Familiarity with equity analytics tools and portfolio management concepts
Formal training in the statistical and quantitative aspects of investment analysis
Strong technical, analytical, and communication skills
Ability to collaborate across investment, sales, marketing, and operations teams

Required Skills & Tech

Portfolio AnalyticsPortfolio ManagementAsset AnalysisQuantitative AnalysisData Analytics