Senior Associate, Investor Information & Data

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 Role

This position will be on Baron Capital’s Investor Information and Data (II&D) Group. The Group plays a vital role in the acquisition of new business and the retention of existing business by being a source and producer of information and data required to satisfy investor due diligence requirements. The Group is responsible for completing RFPs, DDQs, and RFIs received from any sales channel across the Firm (Institutional, Intermediary, RIA, business development). The group completes Compliance questionnaires (such as 15Cs) and responds to most one-off questions requiring written responses. The Group also populates and maintains external consultant databases with quantitative and qualitative information. The Group maintains a repository of knowledge covering the Firm and its products, and updates content consistently to address new inquiries, reflect product and Firm changes, or to enhance the caliber of communication.

The Group collaborates with departments across the Firm to craft compelling, accurate, and robust responses to investor questions. All requests for information come through the team, which gives the Group firsthand knowledge of topics important to clients and prospects.

The Senior Associate will be responsible for writing content and responding to questionnaires of varying lengths and complexities, as assigned by the Director. The Senior Associate will assist in the maintenance of the body-of-knowledge and product information the team uses to complete client and prospect requests.

Key Responsibilities

Core Tasks Include:

• Managing RFP/RFI process from beginning to end, meeting all deadlines and communicating appropriately with key stakeholders (sales, reviewers,)
• Producing written content that is accurate, concise, persuasive, and responsive
• Collaborating effectively across the Firm to gather information, while leveraging interactions to update/improve upon existing content

The Ideal Candidate Will:

• Clearly articulate in writing the Firm’s strategies, investment philosophy, and processes.
• Meet all deadlines, and over time, grow in capacity to handle more requests of increasing complexity.
• Thrive both independently and collaboratively; offer fresh ideas and insights.
• Interface effectively with groups/key individuals who provide data and insights to help answer questions more thoroughly (e.g., investment team, compliance/legal, trading, portfolio and risk analytics, etc.). Integrate new information and use insights to enhance future
• Build an understanding of clients' unique requests and creatively tailor responses using both a repository of existing information and new writing.

Qualifications

Education/Experience:

• Bachelor’s degree in Finance, Business, Communications, or related field
• Familiarity and/or experience with financial writing, journalism, or RFPs
• 3 + years of experience working with investor content, RFPs, or related asset management functions

Knowledge And Skills:

• Self-starter, independent
• Excellent written and verbal communication skills. Strong editing skills
• Refined research skills and high degree of intellectual curiosity
• Comfortable monitoring several requests at once. Works well under pressure and can communicate effectively to manage the many moving parts of most requests
• Detail oriented and highly organized
• Proficient/Expert user of Microsoft Office software (mainly Word and Excel)
• Able to maintain the Group’s standards and constantly seeks to improve quality of output
• Driven by winning new business, persistent
• Positive attitude and mature
• Continuous learner

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.

Note to third parties: Baron Capital is not seeking or accepting any unsolicited assistance from search and selection firms or employment agencies at this time.

Pay Transparency $100,000—$125,000 USD