Sales Analyst at Baron Capital in New York, NY

Summary: Baron Capital is a leading asset management firm that values excellence, integrity, and innovation. The Sales Analyst role supports the Intermediary Sales Team by providing tools, data, and insights to enhance sales efficiency and asset growth. 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 and participating 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 Required Qualifications: - 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 Required Skills: Salesforce CRM, Sales data analytics, Financial markets knowledge, Economic principles, Securities Industry Essentials (SIE), Series 63 license Benefits: Annual discretionary bonus, 401(k), Profit-Sharing Plan, Medical, dental, and vision insurance coverage, Short and long-term disability insurance coverage, Paid time off programs, Free corporate gym access, Subsidized in-office lunch options, Various employee discounts/perks programs