Assistant Vice President, Investor Solutions Manager

About the Role

The Investor Solutions team brings together information, data, and expertise from across Baron Capital to address the due diligence and information needs of clients, prospects, and consultants. The team supports the Firm’s efforts to win and retain business by transforming 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.

The team also serves as a steward of Baron Capital’s institutional knowledge, ensuring that information developed through its work is captured, reconciled with existing communications, and applied to future responses. The team works across the Firm to integrate subject-matter expertise into clear, client-ready communications.

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 Vice President operates within the framework, standards, priorities, and direction established by the Head, applying those standards across the team and partnering with the Head on significant content judgments, sensitive or novel matters, and meaningful changes to the team’s approach or processes.

Essential Responsibilities 

Team Leadership and Workflow Management

• Manage the team’s day-to-day workflow in accordance with established priorities, processes, and quality standards, balancing capacity, complexity, development opportunities, and deadlines.
• Serve as a key day-to-day resource for team members, helping prioritize work, resolve obstacles, interpret requests, and determine when additional expertise or input is needed.
• Develop employees through coaching, substantive feedback, training, and thoughtful delegation.
• Partner with the Head, Sales, and subject-matter experts across the Firm to facilitate timely information flow, review, and decision-making.

Content Leadership, Review, and Judgment

• 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 information from subject-matter experts across the Firm into clear and compelling responses.
• Apply and reinforce the research, writing, data-integrity, project-execution, and review standards established by the Head.
• Exercise sound judgment in applying established standards, working closely with the Head on significant content judgments, sensitive or novel matters, and questions that could materially change the Firm’s messaging or the team’s approach.

Knowledge Management and Process Improvement

• Oversee the quality and usefulness of the team’s content, data, source documentation, RFP technology, consultant databases, and knowledge-management practices.
• Ensure new information and insights developed through the team’s work are captured and applied to strengthen future communications.
• Identify recurring content gaps, investor and consultant themes, workflow challenges, and opportunities for improvement; recommend and implement agreed changes in partnership with the Head.
• Support initiatives involving technology, data quality, workflow, knowledge capture, training, and responsible use of AI-enabled tools.
• Maintain visibility into workload, deadlines, capacity, and quality trends and provide hands-on coverage when needed.

Qualifications

Education/Experience:

• Bachelor’s degree required.
• 7+ years of relevant experience in investment management or financial services, with 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; direct people-management experience strongly preferred.
• Experience reviewing substantive investor-facing content and working with senior subject-matter experts.

Knowledge and Skills:

• Exceptional writing, editing, synthesis, research, and verbal communication skills.
• Strong investment-management knowledge and the 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 credibility and 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 and familiarity with RFP, consultant-database, workflow, and AI-enabled tools.