Senior Portfolio Manager

4 weeks ago

Newport Beach, California, United States Aristotle Capital Management, LLC Full time
About the Role

Aristotle Capital Management, LLC is seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management organization, you will be responsible for leading our internal client service team and overseeing client reporting.

Key Responsibilities
  • Lead internal client service team and responsibilities.
  • Oversee and assist in completing various aspects of internal business development functions.
  • Monthly, quarterly, ad hoc client reporting.
  • Support existing clients and act as internal support for relationship management team.
  • Update existing marketing materials (monthly, quarterly, annually) and industry databases.
  • Complete Requests for Proposal (RFP's), Requests for Information (RFI's).
  • Work on ad-hoc projects related to marketing APC's products.
  • Work with Bloomberg, FactSet, eVestment reporting and standardized reports.
Requirements
  • 10+ years of industry related work experience.
  • Degree from an accredited college or university required.
  • Graduate degree/Financial designation preferred.
  • Demonstrated leadership abilities combined with strong interpersonal skills.
  • Experience managing a team preferred.
  • Excellent interpersonal and communication skills (verbal and written).
  • Advanced proficiency in Microsoft PowerPoint, Excel, and Word.
  • Strong attention to detail and a sense of ownership of responsibilities assigned.
  • Deep knowledge of fixed income markets.
  • Ready to contribute wherever needed and open to evolving responsibilities as business needs change and skills develop.
  • Adapts effectively to shifting deadlines and priorities.
  • Be adept at recognizing problems and independently recommending ways to improve productivity and efficiency.
  • Team-oriented individual with a selfless approach.
About Aristotle Capital Management, LLC

Aristotle Capital Management, LLC 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.

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