Who We Are:With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
We are currently seeking a Senior Associate to join our team.
The Senior Associate will assist the department in providing clients and internal parties with timely and accurate information related to the firm and its investment strategies, with a focus on various data requests, client books, quarterly reporting and ad hoc requests.
What You Will Do:
- Prepare client deliverables, including client presentations and reporting.
- Assist the team to develop systems supporting automation efforts through Seismic.
- Run data and attribution from eVestment, FactSet, Bloomberg and/or data warehouse.
- Prepare and deliver client and consultant questionnaires.
- Develop expertise across software applications to retrieve/generate information.
- Collaborate with CPMs, consultant relations and sales to develop webinars, quarterly updates, animations and video content to improve the client experience.
- Collaborate with team members to complete ad hoc projects.
What You Will Need:
- 3 plus years of work experience in Asset Management, Finance, or similar industry preferred.
- Bachelor’s degree from accredited college or university with a major in Business, Finance, or Math preferred, or equivalent work experience.
- Knowledge of financial industries.
- A balanced quantitative and qualitative skillset.
- Detail oriented with a high degree of accuracy and timely follow through.
- Ability to collaborate with a team and execute responsibilities independently.
- Proficient computer skills (Microsoft Office Suite, with emphasis on Excel, Word and PowerPoint applications).
- Working knowledge across a variety of capital markets software applications and analytics tools an asset: eVestments, Responsive, Seismic etc: preferred but not necessary.
What We Have to Offer:
- Robust Health, Dental, and Vision insurance for you and your dependents
- 401(K) Retirement Plan with Employer Matching
- A culture that values inclusivity
- Flexible Paid time off, including annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Various Company events throughout the year
- Employee Discount Program
Is Aristotle Right for You?
- At Aristotle, we stand by our core values.
- We place our clients’ interests first.
- We act with integrity.
- We achieve excellence through accountability and collaboration.
- We empower our employees.
- We are respectful.
- We value community.
Compensation Range: $95,000.00 - $120,000.00, plus discretionary bonus.
Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
This is a hybrid role, preference is to be located within commuting distance of our Newport Beach, CA, Los Angeles, CA or Sarasota, FL office.
We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business. An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm. If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.
Note:The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.
Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.
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