Baron Capital-posted 20 days ago
$90,000 - $110,000/Yr
Full-time • Entry Level
New York, NY

The Operations Associate is expected to understand the Firm’s portfolio objectives and investment processes, remain informed about the industry landscape and market events and trends, and leverage technology and various analytical tools to effectively support the efforts of the PR&DA team. The Operations Associate will be responsible for monthly reporting on various Sud-Advised and Separately Managed Accounts. The individual is expected to communicate results effectively to members of the PR&DA group, PMs, and other groups across the Firm when needed. Another important function is the management of PR&DA-related data for marketing materials, with the Operations Associate being relied upon to upload and review data in Baron’s internal systems. Aside from reporting and marketing support, the Operations Associate will be responsible for the smooth operations of the group, including running scheduling of activities, overseeing projects schedules and progress, as well as database upkeep, maintaining mapping files and other operational activities that are integral for the group’s custom analytics. Another essential function is data quality control, with the Operations Associate conducting monthly performance checks for the Baron mutual funds and UCITS to maintain accuracy for internal and external reporting. This individual will also perform checks of various data sets to ensure accuracy and liaise with the necessary departments to correct any issues. Lastly, the Operations Associate will handle organizational and meeting management tasks for the group. This position requires a general understanding of financial markets and the investment management industry, and familiarity with portfolio analytics tools. A proactive and problem-solving attitude is essential to succeed in this role. The P&RA Group has a strong, team-based orientation, yet relies upon its members to take initiative and responsibility for their own individual projects. Strong verbal and written communication skills and ability to eloquently explain complicated concepts and results in simple terms are also key.

  • Upload and review data in internal system used for marketing purposes
  • Provide periodic reports for select Sub-Advised and Separately Managed Accounts
  • Generate quarterly materials needed by various departments
  • Conduct monthly performance checks for Baron mutual funds and UCITS to warrant accuracy of internal and external reporting
  • Validate data sets and coordinate with departments to resolve issues
  • Assist in maintaining internal dashboards and reporting tools by ensuring timely data updates and flagging inconsistencies.
  • Maintain mapping files in FactSet for custom analytics
  • Implement and utilize FactSet Portfolio Services to flag potential issues with missing or incorrect classifications
  • Manage the team’s page on the Firm’s intranet, “the Baron Reef”
  • Track incoming requests and ensure deadlines are met
  • Manage and maintain team calendars, including scheduling recurring meetings, coordinating with internal and external stakeholders, and resolving conflicts.
  • Prepare agendas and distribute materials ahead of internal meetings and effectively take notes during meetings to ensure timely follow-up on action items and completion of tasks on schedule.
  • Assist with onboarding new team members by coordinating access to systems, tools, and training materials.
  • Maintain and organize shared drives and documentation repositories to ensure easy access and version control.
  • Support expense tracking and budget reconciliation for team-related activities and subscriptions.
  • Identify and implement improvements to administrative workflows to enhance team efficiency.
  • Develop and maintain SOPs (Standard Operating Procedures) for recurring operational tasks.
  • Monitor task progress across projects and proactively flag delays or resource constraints.
  • Act as liaison between PR&DA and other departments (e.g., IT, HR, Compliance) to facilitate smooth execution of operational initiatives.
  • Coordinate logistics for team offsites, training sessions, and internal events.
  • Provide basic troubleshooting support for team tools and platforms, escalating issues when needed.
  • Bachelor’s degree in mathematics, economics, finance, or statistics.
  • Experience with FactSet PA and/or Bloomberg.
  • Knowledge of financial markets and investment management industry.
  • Familiar with Brinson two-factor attribution methodology.
  • Strong analytical and problem-solving skills and quantitative aptitude.
  • Attention to detail: Ensure accuracy in reports and models
  • Adaptability: Learn new tools and methodologies
  • Organization & time management: Handle multiple projects and meet deadlines
  • Team player: Collaborate effectively while owning individual tasks
  • Communication: Explain complex ideas clearly to diverse stakeholders
  • Technical proficiency: Advanced Excel and PowerPoint skills; ability to build and maintain dashboards and presentations
  • A strong work ethic and a commitment to continuous learning are highly valued.
  • 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.
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