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Senior Associate, Strategy Specialist at Baron Capital - ApplyBlast

Senior Associate, Strategy Specialist

Baron Capital

1 month ago

4.2 on Glassdoor

New York, New York, United States

Onsite

Full Time

Senior

1 applicant

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About this role

The Senior Associate, Strategy Specialist provides portfolio insights, strategy analysis, and decision-support analytics to portfolio managers, senior leadership, and client-facing teams. This role involves transforming complex data into actionable intelligence to support investment, risk, and distribution decisions while conducting in-depth analysis of assigned investment strategies and portfolios. The position requires collaborating across departments to deliver tailored analytics, presentations, and reports that drive client service and asset retention.

Responsibilities

Develop portfolio analytics and strategy analysis for investment teams
Conduct quantitative and qualitative performance attribution analysis
Create dashboards and reports using financial analytics platforms

Skills

Qualifications

CFA

About Baron Capital

baroncapitalgroup.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

1982

View Profile

Baron Capital is an asset management firm that specializes in growth equity investment solutions. Founded in 1982 as an equity research firm, it is known for a long-term, fundamental, active investment approach with research remaining central to its process. Baron offers growth-oriented investment strategies and funds for individual and institutional clients, emphasizing deep company research and patient, conviction-driven portfolio construction.