Investor Solutions Analyst – RFPs & DDQs (Hybrid NYC)

Baron Capital

New York (NY)

Hybrid

USD 85,000 - 110,000

Full time

48 hours ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Paid Time Off
Gym membership/Access
Lunch subsidies

Job summary

Baron Capital in New York, NY is seeking an Analyst/Associate to support the Investor Solutions team by developing investor information and due diligence materials. You will research, draft, update content, and coordinate requests to ensure accuracy, responsiveness, and timely submission.

Under supervision, you will build knowledge of Baron Capital, its strategies, products, and operations, and learn to tailor responses for sophisticated external audiences while collaborating across Investments,

Qualifications

  • 1 to 3 years of experience in investment management, financial services, investor relations, RFPs, client communications, research, journalism, or a related field preferred.
  • Demonstrated interest in investment management and in developing clear, well-supported written communications for sophisticated audiences.

Responsibilities

  • Manage assigned RFPs, DDQs, RFIs, consultant database submissions, and other investor information requests from initiation through completion, following established processes and communicating status, questions, and risks promptly.
  • Research and draft clear, accurate, concise, and responsive content using approved materials, prior responses, internal systems, source documents, and input from subject‑matter experts.
  • Collaborate with colleagues across the Firm to gather data and insights; document source information and identify new or changed information that should be reflected in the team’s knowledge base and future responses.
  • Develop a working knowledge of the Firm, investment strategies, products, philosophy, processes, operations, and service-provider relationships, and learn to articulate that information appropriately for sophisticated external audiences.
  • Build an understanding of the purpose and audience for each request and learn to tailor responses to the specific question rather than relying on generic or boilerplate language.
  • Maintain assigned quantitative and qualitative information in RFP software, consultant databases, trackers, and other team systems, with careful attention to accuracy, currency, consistency, and source support.
  • Compare draft responses against approved content, public materials, prior communications, and available source documents; raise inconsistencies, gaps, ambiguities, or potentially outdated information for review.
  • Apply Baron Capital’s writing standards, formatting requirements, review protocols, and recordkeeping practices to all assignments.
  • Manage multiple deadlines and priorities, seek guidance when needed, and elevate issues early enough to protect quality and timeliness.
  • Contribute to team projects, content updates, data reviews, and process improvements as assigned.

Skills

Written communication
Editing
Research
Verbal communication
Organization
Project management
Attention to detail

Tools

Microsoft Word
Microsoft Excel
PowerPoint
Outlook
RFP software
Databases
AI-enabled tools

Job description

Baron Capital in New York, NY is seeking an Analyst/Associate to support the Investor Solutions team by developing investor information and due diligence materials. You will research, draft, update content, and coordinate requests to ensure accuracy, responsiveness, and timely submission.

Under supervision, you will build knowledge of Baron Capital, its strategies, products, and operations, and learn to tailor responses for sophisticated external audiences while collaborating across Investments,

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