Assistant Vice President, Investor Solutions Manager
About The Position
Baron Capital’s Investor Solutions team gathers information, data, and expertise across the Firm to address the due-diligence and information needs of clients, prospects, and consultants. The team supports business development and retention by turning Firm and product knowledge into accurate, consistent, compelling, and tailored investor communications, including RFPs, DDQs, RFIs, consultant databases, competitive analyses, Q&As, and other investor information requests. It also maintains institutional knowledge by capturing information developed through its work, reconciling it with existing communications, and applying it to future responses. Reporting to the Managing Director, Head of Investor Solutions and Knowledge Management, the Vice President manages the team’s day-to-day workflow, quality, and employee development, and serves as a senior reviewer and contributor on complex assignments. The role applies the framework, standards, priorities, and direction established by the Head and partners with the Head on significant content judgments, sensitive or novel matters, and meaningful changes to the team’s approach or processes.
Requirements
- Bachelor’s degree required.
- At least 7 years of relevant experience in investment management or financial services.
- Significant experience in RFPs, DDQs, due diligence, consultant databases, client communications, investment writing, product content, or a related function.
- Experience managing or developing employees and leading complex, cross-functional assignments.
- Exceptional writing, editing, synthesis, research, and verbal communication skills.
- Strong investment-management knowledge and ability to work across investment strategies, products, operations, risk, compliance, and governance matters.
- Sound judgment regarding accuracy, materiality, consistency, tone, and the needs of sophisticated investors and consultants.
- Ability to manage people, workflow, and quality while handling multiple priorities and deadlines.
- Ability to build credible, productive working relationships across functions and levels of the Firm.
- Strong commitment to knowledge sharing, employee development, continuous improvement, and protecting the integrity of the Firm’s message.
- Advanced proficiency with Microsoft Office.
Nice To Haves
- Direct people-management experience is strongly preferred.
- Experience reviewing substantive investor-facing content and working with senior subject-matter experts.
- Familiarity with RFP, consultant-database, workflow, and AI-enabled tools.
Responsibilities
- Manage day-to-day team workflow according to established priorities, processes, and quality standards, balancing capacity, complexity, employee development, and deadlines.
- Help team members prioritize work, resolve obstacles, interpret requests, and identify when additional expertise or input is needed.
- Develop employees through coaching, substantive feedback, training, and thoughtful delegation.
- Partner with the Head, Sales, and Firm subject-matter experts to facilitate timely information flow, review, and decision-making.
- Review team output for accuracy, completeness, responsiveness, consistency, clarity, source support, and alignment with Baron Capital’s broader message and prior communications.
- Lead complex or high-priority investor and consultant assignments, synthesizing subject-matter expertise into clear, compelling responses.
- Apply and reinforce the Head’s research, writing, data-integrity, project-execution, and review standards.
- Exercise judgment in applying established standards and work with the Head on significant content judgments, sensitive or novel matters, and questions that could materially change Firm messaging or team processes.
- Oversee the quality and usefulness of team content, data, source documentation, RFP technology, consultant databases, and knowledge-management practices.
- Ensure new information and insights are captured and used to strengthen future communications.
- Identify recurring content gaps, investor and consultant themes, workflow challenges, and improvement opportunities; recommend and implement agreed changes with the Head.
- Support initiatives involving technology, data quality, workflow, knowledge capture, training, and responsible use of AI-enabled tools.
- Monitor workload, deadlines, capacity, and quality trends, and provide hands-on coverage when needed.
Benefits
- Annual discretionary bonus eligibility
- 401(k) and Profit-Sharing Plan
- Medical, dental, and vision insurance
- Short- and long-term disability insurance
- Paid time off programs
- Free corporate gym access
- Subsidized in-office lunch options
- Employee discounts and perks programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
