Portfolio Analytics and Investment Risk Strategist
2 days ago
We are seeking a highly skilled Senior Director, Portfolio Analytics and Investment Risk to join our team at Aristotle Capital Management, LLC. As a key member of our investment team, you will be responsible for implementing, maintaining, and developing the firm's investment risk analytics and risk data reporting.
Key Responsibilities- Maintain and improve the production-level risk and performance analytics process for funds and strategy portfolios
- Lead the implementation of new analytics processes
- Define and implement best practices in the use of Portfolio Analytics tools and protocols by the broad Investment Team
You will work closely with senior management, portfolio managers, and client service personnel across the organization to contribute to the broad portfolio oversight. An additional focus includes the implementation of the quantitative aspects of the firm's risk management and portfolio construction processes.
Your responsibilities will also include:
- Owning the modeling inputs feeding the risk analytic outputs generated from the firm's risk system
- Representing the firm in meetings with clients and prospects, discussing general portfolio analytics and risk processes and specific risk positioning within relevant portfolios
- Researching peer positioning, factor exposures, and performance results using third-party/consultant databases
- 10+ years of industry-related experience with a minimum of 5 years risk management experience
- A college or university degree in economics, mathematics, finance, or a related field required
- Strong knowledge of fixed income risk analysis and portfolio management concepts both in theory and in practical application
- Expert and up-to-date knowledge of statistical and quantitative approaches to investment analysis and portfolio management
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Newport Beach, California, United States Aristotle Capital Management Full timeWith 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...
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Newport Beach, California, United States Aristotle Full timeSenior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital Join to apply for the Senior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital role at Aristotle Senior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital Join to apply for the Senior Director, Portfolio Analytics...
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Newport Beach, California, United States Aristotle Capital Management Full timeWho 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...
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Newport Beach, California, United States Aristotle Capital Management, LLC Full timeWith 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...
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Newport Beach, California, United States Aristotle Full timeSenior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific CapitalJoin to apply for the Senior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital role at AristotleSenior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific CapitalJoin to apply for the Senior Director, Portfolio Analytics and...
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Newport Beach, California, United States Aristotle Capital Management Full timeJob Description Job Description 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...
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Portfolio Analytics and Risk Director
2 days ago
Newport Beach, California, United States beBee Careers Full timeWe are seeking a Senior Portfolio Analytics and Risk Director to join our team.As a key member of the investment management organization, this role will be responsible for implementing, maintaining, and developing the firm's investment risk analytics and risk data reporting. This includes leading the implementation of new analytics processes, defining and...
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Newport Beach, California, United States beBee Careers Full timeAbout the RoleWe are seeking a seasoned professional to lead our portfolio analytics and investment risk efforts.Key Responsibilities:Develop and maintain accurate data sets for informed decision-making.Ensure the integrity of risk analytic outputs from our risk system.Contribute to broad portfolio oversight and implement quantitative aspects of risk...
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Newport Beach, California, United States Aristotle Capital Management, LLC Full timeAbout UsAristotle Capital Management, LLC is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston and Sarasota. Our mission is to help our clients reach their long-term financial goals through active portfolio management using our research-driven investment framework.Job DescriptionWe are currently...
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Risk Analytics and Portfolio Specialist
2 days ago
Newport Beach, California, United States Aristotle Capital Management, LLC Full timeWe are seeking a highly skilled Senior Director, Portfolio Analytics and Investment Risk to join our team at Aristotle Capital Management, LLC. This role is critical to the success of our investment team and will be responsible for implementing, maintaining, and developing the firm's investment risk analytics and risk data reporting.About the RoleThis Senior...
