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Portfolio Analytics Director

3 weeks ago

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

Arsitotle Capital Management, LLC is seeking an experienced Portfolio Analytics Director to lead our portfolio management group in Newport Beach, CA. This is a hybrid role that combines leadership responsibilities with technical expertise in investment risk analytics and risk data reporting.

The ideal candidate will have a strong background in fixed income risk analysis and portfolio management concepts, as well as experience with statistical and quantitative approaches to investment analysis and portfolio management. Strong communication and presentation skills are also essential for presenting complex information to clients and prospects.

Key Responsibilities:

  • Lead the implementation, maintenance, and development of our investment risk analytics and risk data reporting
  • Work closely with senior management, portfolio managers, and client service personnel across the organization to contribute to the broad portfolio oversight
  • Develop and implement best practices in Portfolio Analytics tools and protocols
  • Represent the firm in meetings with clients and prospects discussing general portfolio analytics and risk processes

Requirements:

  • 10+ years industry experience with 5+ years risk management experience
  • CFA/FRM designation is a plus
  • Strong knowledge of FactSet and Bloomberg required
  • Expert knowledge of statistical and quantitative approaches to investment analysis and portfolio management