About the Opportunity

We are continuously seeking talented individuals to join Baron Capital. If you are interested in exploring potential career opportunities with us, we encourage you to submit a general application below.

Please submit your resume and a cover letter highlighting your qualifications and career goals. We will keep your application on file and contact you if a suitable position arises.

About the Role

As a Research Assistant, you will directly support the Portfolio Manager(s) and Research Analysts on your team.

Your primary duties and responsibilities include providing administrative support to ensure efficient operation of the office. You will support analysts and/or portfolio managers through a variety of tasks, including but not limited to: scheduling meetings, researching conferences, booking travel & making itineraries, creating and submitting expense reports, arranging conference calls, maintaining current watchlists as well as new ideas on FactSet for portfolios and companies your PM/analyst cover or are interested in researching, ordering catering, keeping contacts up to date, obtaining and filing company information.

This individual will report directly to the VP, Director of Workplace Operations.  This team is comprised of 12 Research Assistants. The role will also involve coverage for other research assistants when needed.

Key Responsibilities

• Answer phone calls with proper call screening, forwarding, and message taking.
• Schedule meetings and appointments
• Coordinate with all necessary parties and gather all requested materials
• Work with the receptionist to make sure the calendar appointment has all of the necessary details, such as attendee names, agenda, conference room, catering requests, etc.
• When scheduling meetings with multiples analysts and PM’s must be able to work efficiently with other assistants
• Sort through emails and search for relevant events, meetings or calls that may be of interest
• Check for relevant conferences and present the information to the analysts/PMs; keep track of deadlines and ensure registration
• Act as a liaison with brokers, banks and investor relations representative
• Work with brokers and IR representatives to register PM’s/Analysts for Conferences and Investor Days and schedule any meetings that PM’s/Analysts find of interest. 
• Make sure PM’s Analysts have the most current agenda for Conference and Investor Day and add any presentations to calendar that they would like to attend. 
• Maintain and update contact lists
• Create or update documents and spreadsheets to help your analyst/PM streamline and organize his or her workload
• Produce and distribute correspondence
• Assist in the preparation of regularly scheduled reports
• Maintain a filing system
• Every quarter, keep track of the calendar for earnings calls.  This may include providing press releases, transcripts, estimates and research reports to your analysts/PMs in a timely fashion. This is done using Factset and or Bloomberg
• Book travel arrangements: including flights, car services, hotels and itineraries. 
• Maintain a list of all travel requirements including all hotel and airline points numbers, seat/airline preference, hotel preference
• Submit and reconcile expense reports
• Provide general support to visitors
• Take notes on calls upon request
• Work with other assistants when necessary to schedule meetings and conferences call, and make sure there is always adequate coverage
• Being a team player within the Research Assistant team
• Take on project work as needed which may include but not limited to maintaining new ideas, taking notes on earnings calls, and maintaining relationships with mgmt. companies

Qualifications

Education/Experience:

• 3-5 years administrative or executive assistant experience in a professional office setting.
• Preferred experience in the financial services industry
• Bachelor’s Degree

Knowledge and Skills/Abilities:

• Experience preparing expense reports and making travel arrangements
• Excellent time management skills and ability to multi-task and prioritize work in a fast-paced environment
• Highly motivated, result-oriented self-starter with good work ethic
• Attention to detail and outstanding listening and follow up skills.
• Team player who strives to creatively solve problems
• Excellent written and verbal communication skills
• Strong organizational and planning skills
• Proficiency in MS Office

About the Role

The Sales Analyst supports the sales and distribution organization, specifically the Intermediary Sales Team, by ensuring the team has the tools, data, and insights needed to operate efficiently and grow and retain assets. The role sits at the intersection of sales support, CRM ownership, and sales data analytics, partnering closely with internal and external sales professionals, marketing, strategy & sales enablement, and leadership teams to maintain data integrity, build reporting, and grow and retain assets.

The ideal candidate is highly detailed-oriented, analytically minded, and passionate about building scalable processes that help sales teams perform at a higher level.

Key Responsibilities

• Manage the Salesforce CRM platform for the Intermediary Sales Team, including cleaning and maintaining CRM data integrity, supporting team campaigns, and supporting broader firm sales initiatives
• Maintain CRM and accurate client contact information, and track engagement and activity across various wealth partner platforms
• Support team leadership by analyzing and maintaining key territory metrics, tracking wholesaler activity, and other management metrics providing clear, data driven insights that inform day-to-day management needs and support broader strategic decisions
• Develop and deliver reporting and analytics for sales campaigns, including generating targeted client lists, building, and structuring campaign outreach, and providing data‑driven insights for sales leadership
• Support external and internal sales efforts and financial advisor coverage such as assisting with literature fulfillment requests, Morningstar report portal comparisons, and ad hoc client requests
• Collaborate cross-functionally with teams such as the Strategy & Sales Enablement Team, National Accounts, and Marketing teams
• Assist with ad hoc Intermediary Team and other department requests sent to dedicated Sales Analyst inbox
• Work closely with the Investment Specialists, including attending weekly meetings andparticipating in presentation workshops
• Attend in-office firm events, meetings, and investment forums
• After 12 months, potential sponsorship for the FINRA Series 7 & 63 exams/licensing

Qualifications

Required:

• Undergraduate degree, preferably in finance, business, or economics
• Self‑motivated team player who is comfortable working in a fast‑paced environment, managing multiple tasks, and adapting to shifting priorities
• Passion for sales and knowledge of financial markets and basic economic principles
• Applies a user‑centered, analytical approach to organizing, interpreting, and managing data to support clear insights and recommendations
• Exemplary time management, organization, and execution skills
• Excellent interpersonal skills and willingness to be a team player

Preferred Qualifications:

• SIE (Securities Industry Essentials) exam passed prior to hire date
• Series 63 exam completed prior to hire date