Portfolio Performance Specialist
3 days ago
Aristotle Capital Management is an Equal Employment Opportunity Employer. We are committed to fostering a culture that values inclusivity and diversity.
We are currently seeking a Portfolio Performance Specialist to join our team. The successful candidate will work closely with Client Portfolio Managers (CPMs) to customize reporting for high-value clients, including performance metrics, portfolio analysis, investment team overlays, and more.
The ideal candidate will have a Bachelor's degree in finance, accounting, economics, or a related field, and advanced Excel skills and familiarity with data visualization tools.
Aristotle offers a comprehensive benefits package, including life, critical illness, disability, and accidental injury insurance, as well as an Employee Assistance Program.
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