Investment Product Development Analyst

About Baron Capital

Baron Capital is a leading asset management firm founded in 1982. We believe that hiring, retaining, and nurturing talented individuals who share our passion for excellence, integrity, and innovation is the key to our success. This means creating a welcoming, inclusive, and inspiring environment for all, as well as providing the resources and support our employees need to succeed. We take pride in our exceptionally low turnover and consider it a testament to our culture of collaboration and open communication. If you are looking for a career where you are part of a dynamic team where you can truly make a difference, we invite you to consider joining us.

About the Role

We are seeking a highly analytical and detail-oriented Investment Product Analyst to work closely with a senior executive in building a robust analytical framework for evaluating existing investment products and developing new offerings. The role involves conducting competitive product analysis, market sizing, financial modeling, and database construction to support strategic decision-making. The ideal candidate should demonstrate a willingness to work in a fast-paced environment with a small and growing team with many shared and evolving responsibilities.

Key Responsibilities

• Develop and implement analytical frameworks for product evaluation and new investment product development.
• Conduct competitive product analysis, including gathering insights from third-party sources such as existing databases and competitor product profiles.
• Perform market sizing and pricing matrix analysis to assess the advisability of new and existing investment product opportunities.
• Construct and maintain financial models to analyze product performance, profitability, and risk metrics.
• Build and manage databases to organize and extract relevant investment data.
• Work with data from Morningstar and Evestment databases to support product comparisons and industry benchmarking.
• Prepare presentations and reports to communicate findings and recommendations effectively.
• Collaborate with internal teams to support product strategy and development initiatives.

Qualifications

Required:

• 1-3 years of work experience in Financial Services or a related industry.
• Bachelor’s degree in Finance, Economics, Business, or a related field is highly preferred.
• Strong analytical skills with experience in financial modeling, investment analysis, data analysis, and market research.
• Advanced Excel modeling skills with the ability to manipulate large datasets and create insightful financial models.
• Knowledge of different types of asset management products, including mutual funds, ETFs, hedge funds, and private equity.

Preferred Qualifications:

• Prior experience in investment research, product strategy, or financial analysis is a plus.
• Familiarity with SQL, Python, or other data analysis tools is an added advantage.
• Proficiency in data analysis and visualization, with the ability to translate complex data into clear insights.
• Experience working with Morningstar and Evestment databases is highly preferred.
• Excellent written and verbal communication skills, with the ability to prepare and deliver professional presentations.
• Strong attention to detail, problem-solving abilities, and ability to work in a fast-paced environment.