Investment Support Specialist

3 days ago


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

Aristotle Capital Management, LLC is a leading investment management organization with a strong presence in Los Angeles, Newport Beach, Boston, and Sarasota.

Job Summary

We are seeking an experienced Client Portfolio Associate to join our team in our Newport Beach, CA office.

Key Responsibilities:
  • Develop a deep understanding of our investment philosophy, process, and strategies.
  • Collaborate with our Investment Team on specific projects and tasks related to our clients' needs.
  • Analyze performance data using FactSet and other tools.
  • Serve as a liaison between our Client Portfolio Managers and various departments to address client requests.
  • Assist in preparing presentations, meetings, and performance updates with existing clients and/or prospects.
  • Prepare agendas, schedule meetings, take notes, and follow up as necessary.
  • Assist in the RFP process, including crafting language and reviewing RFIs.
  • Contribute to creating content for client publications and reports.
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.
Compensation and Benefits
  • $75,000.00 - $85,000.00 per year, plus discretionary bonus.
  • 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.


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