Client Portfolio Associate - Aristotle Capital Management : Job Details

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 Client Portfolio Associate to join our team.What You Will Do:

• Achieve a deep understanding of Aristotle Capital Management's philosophy, process, portfolio construction, holdings, transactions (and rationale) across the firm's investment strategies.
• Work closely with the firm's Investment Team on specific strategy related projects, and tasks involving client requests.
• Provide in-depth analysis of performance using FactSet and other tools.
• Serve as liaison between Client Portfolio Managers and various departments within the firm to address clients' requests.
• Assist Client Portfolio Managers in preparing presentations, meetings and performance updates with existing clients and/or prospects.
• Assorted meeting preparation and follow up, including preparing agendas, scheduling across many different calendars, taking meeting notes, and following up as necessary.
• Assist in the RFP process, including crafting language and reviewing RFIs.
• Assist in creating content for client publications and reports.What You Will Need:
  • Bachelor's degree from an accredited college or university.
  • Currently enrolled (or looking to enroll) in the CFA Program is a plus.
  • 0 - 3 years working at an investment management firm or analytically oriented role.
  • Passion for asset management, investing and learning about businesses.
  • Understanding of financial markets and securities.
  • Demonstrated analytical and problem-solving skills.
  • Ability to manage projects across different areas.
  • Strong written and verbal communication skills.
  • Detail-oriented with a high degree of accuracy and timely follow-through.
  • Ability to collaborate with a team.
  • Self-starter who executes responsibilities independently while also following instructions.
  • Proficiency in MS office and Adobe suite products.
  • Advanced proficiency in Excel and PowerPoint required.
  • Experience using FactSet and Bloomberg is preferred.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 ProgramIs 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: $75,000.00 - $85,000.00, 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.Location: This is an in-office position, preference is to be located within commuting distance of our Newport Beach, CA office.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. #J-18808-Ljbffr