Client Portfolio Associate

3 weeks ago

Newport Beach, California, United States Aristotle Capital Management Full time
Job Overview

Aristotle Capital Management is seeking a highly skilled Client Portfolio Associate to join our team. As a key member of our Investment Team, you will work closely with our Investment Professionals to deliver exceptional client service and support our portfolio management strategies.

Key Responsibilities
  • Develop a deep understanding of our investment philosophy, process, and portfolio construction to provide informed analysis and recommendations to clients.
  • Collaborate with our Investment Team to execute client requests, prepare presentations, and conduct performance analysis using FactSet and other tools.
  • Serve as a liaison between our Client Portfolio Managers and various departments to ensure seamless communication and client satisfaction.
  • Assist in the preparation of client reports, publications, and other materials to support our marketing efforts.
  • Contribute to the development of our investment strategies and processes to drive business growth and client satisfaction.
Requirements
  • 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 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.
Compensation

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, based in our Newport Beach, CA office.

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