Job description
Join Our Team at Aristotle
Who We Are
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
What You’ll Do
The Senior Associate, Performance & Analytics, will support the client operations team by promptly and accurately delivering performance data for reporting, marketing database updates, RFPs, and DDQs. At Aristotle, one of our core values is that we put our clients first. As such, we want to ensure that they have the best client experience possible across all areas of our organization including performance reporting. While candidates will need to have strong leadership skills and a collaborative approach, this is a hands-on position which will report to the Vice President, Performance & Analytics.
Key Responsibilities:
- Oversee performance calculations performed by external 3rd parties for client portfolios, Mutual Funds, ETFs, CITs, Private Funds, and CLOs.
- Ensure accuracy of performance data in FactSet.
- Collaborate with the performance analysts to research performance dispersion/outliers and proactively determine performance drivers and work with other business partners to address issues as needed.
- Create processes around mid-month, monthly and/or quarterly control reports to identify outliers ahead of month-end performance generation processes.
- Collaborate with colleagues across affiliates and departments to meet deadlines and ensure data quality.
- Collaborate with Data Management and Integration to maintain the soundness of the performance data points available in the Aristotle data warehouse.
- Ensure accurate and timely distribution of attribution, analytics and risk statistics; research and resolve complex performance attribution data anomalies, system issues and/or client inquires.
- Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income and derivatives.
- Act as subject matter expert in equity and fixed income attribution and portfolio analytics and main point of contact for investment teams on attribution models, analysis, and strategic projects.
- Measure and report fixed income performance attribution, portfolio characteristics, asset modeling and performance-related statistics as and when requested; ensure accuracy and reasonableness of output.
- Provide support to Aristotle’s client service, sales, and marketing teams by responding to client inquiries, RFP requests and new business opportunities.
- Collaborate with vendor providers to support performance, attribution, and analytics reporting.
- Liaise with attribution vendor on new functionality, customized settings, attribution model logic and system features. Develop capabilities in support of new business and operational objectives as needed.
- Prepare analytical reports and maintain controls in alignment with internal policies and clients’ needs.
- Respond to inquiries in a timely manner, providing exceptional client service to all internal and external clients.
- Identify and implement internal process improvements; align and optimize workflows to meet client deliverables.
- Participate in projects that affect all stakeholders including client service, sales, marketing and product management teams as needed.
- Engage with Aristotle’s Technology and Data Management teams to continually improve existing data flow model and automate manual processes.
What You’ll Bring
We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.
Qualifications:
- At least 3 years of relevant experience in the investment management or a related industry.
- A college or university degree, preferably in finance, economics, or a business-related discipline.
- Broad knowledge of investment products and accounting.
- Solid understanding of performance attribution concepts.
- Experience with performance calculations and a thorough understanding of performance inputs.
- Strong analytical, logical, and problem-solving skills; proactive with excellent follow-up abilities.
- Knowledge of Global Investment Performance Standards (GIPS), composite construction and calculation.
- Ability to prioritize and independently manage multiple deliverables simultaneously.
- Ability to be highly flexible and adaptable to change.
- Strong work ethic with an inherently high level of motivation.
- Very detail oriented and organized.
- Excellent teamwork and collaboration skills.
- Solid written and verbal communication skills.
- FactSet experience is a plus.
- Experience working with Seismic and familiarity with marketing databases and performance data requirements a plus.
- Proficiency with Microsoft Excel and other Microsoft Office applications.
- Positive attitude.
What We Offer
- Comprehensive health, dental, and vision insurance for you and your dependents
- 401(k) with employer matching
- Paid time off, including an annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Inclusive and supportive workplace culture
- Company events and employee discount programs
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.
Location: Hybrid – Newport Beach, CA
Compensation Range: $95,000.00 - $110,000.00 plus discretionary bonus.
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.
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.
#LI-hybrid
#LI-hybr
We have updated our Privacy Policy. Please read the policy carefully. By using this website you are agreeing to the terms of our Privacy Policy. Click here to review the Privacy Policy.
