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Baron Capital · 13 hours ago

Associate, Performance & Competitor Intelligence Analytics

New York, New York

Full-time

Onsite

New Grad, Entry Level

$100K/yr - $120K/yr

0+ years exp

Baron Capital is a leading asset management firm founded in 1982, focused on hiring and nurturing talented individuals. The Associate will support the Performance & Competitor Intelligence Analytics Team by conducting performance analytics, preparing reports, and collaborating with various departments to enhance data accuracy and workflows.

ConsultingCrowdfundingFinancial Services

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Develop a strong understanding of analytics applications available, such as Morningstar Direct, FactSet SPAR and PA and related API codes, Nasdaq eVestmentTM, Refinitiv (Lipper for Investment Management), FI360 and Advent Portfolio Exchange (APX), 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

Prepare information required for quarterly Investment Committee meetings

Prepare files and/or populate consultant databases with quarterly portfolio and performance-based analytics data in an accurate and timely manner

Provide data for product presentations and other marketing materials

Conduct statistical analyses including portfolio and performance characteristics, and various risk metrics to assist in the completion of RFPs and DDQs

Populate and audit quarterly performance-based data in proprietary marketing database “Starfish.”

Maintain other internal databases and custom reporting settings

Prepare data for consultant databases

Prepare Competitive Peer Analyses

Prepare Ratings and Ranking reports

Assist in improvements of portfolio reporting and automation projects, develop dashboards and review of data flows into the Firm’s proprietary databases, Starfish and BRAInS, working closely with IT Developers and Fund Accounting departments

Update and maintain the “Portfolio & Risk Analytics Procedures Manual.”

Train Investment Specialists on using Morningstar Report Portal and, as Administrator, create and update templates for the Intermediary and RIA Sales teams

Qualification

Performance analyticsFinancial markets knowledgeProgramming languagesData visualization toolsMicrosoft ExcelFactSetBloombergAttention to detailAdaptabilityTime managementCollaborationCommunication skills

Required

Bachelor's degree in finance, mathematics, economics, or statistics

Up to 3 years of relevant experience in performance/portfolio analytics or risk reporting, preferably in the investment management industry

Experience with performance analytics applications such as Morningstar, FactSet PA and/or Bloomberg

Knowledge of financial markets and the investment management industry

Familiar with Morningstar's peer group ranking methodology

Advanced/Power User of Microsoft Office and Adobe, particularly MS Excel, VBA, Vlookups, Hlookups, pivot tables, macros, APIs as well as PowerPoint, and Word

Financial applications: FactSet and or Bloomberg. Asset management industry databases including Morningstar Direct, eVestment, Refinitiv (Lipper for Investment Management), and/or Broadridge (Fi360)

Knowledge of relevant programming languages (Python, VBA, SQL, R) and data visualization tools (Microsoft Power BI and/or Tableau)

Attention to detail: Meticulous diligence, ensuring the accuracy and reliability of analyses, reports, and models

Adaptability: Willingness to learn and adapt to new tools, techniques, and methodologies as required by the role and industry

Time management: Ability to manage multiple tasks and projects simultaneously, meeting deadlines and delivering high-quality work under pressure

Collaborator: Ability to work effectively in a collaborative environment, while also taking the initiative and responsibility for individual projects

Communication skills: Excellent written and verbal communication skills, with the ability to explain complicated concepts and results in simple terms to various stakeholders, including portfolio managers, analysts, and other departments

Technical proficiency: Strong analytical and critical thinking skills and quantitative aptitude. Proficiency in Microsoft Excel and PowerPoint with previous experience using relevant programming languages (Python, VBA, SQL, R) and data visualization tools (Microsoft Power BI and/or Tableau). Must be able to create and maintain complex spreadsheets, databases, reports, and visually appealing presentations in Excel PowerPoint Power BI or other visualization tools

Benefits

401(k)

Profit-Sharing Plan

Medical, dental, and vision insurance coverage

Short and long-term disability insurance coverage

Paid time off programs

Free corporate gym access

Subsidized in-office lunch options

Various employee discounts/perks programs

Company

Baron Capital

Baron Capital Group is a research-driven, long-term equity investment firm focused on delivering growth equity investment solutions.

Founded in 1982

New York, New York, USA

201-500 employees

http://www.BaronFunds.com

H1B Sponsorship

Baron Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2024 (2)

2023 (1)

2022 (4)

2020 (3)