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Senior Portfolio Manager

3 weeks ago

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

Aristotle Capital Management, LLC is looking for a highly skilled Senior Portfolio Manager to join our portfolio management group in Newport Beach, CA. In this role, you will be responsible for implementing, maintaining, and developing our investment risk analytics and risk data reporting.

You will work closely with senior management, portfolio managers, and client service personnel across the organization to contribute to the broad portfolio oversight. Your expertise in fixed income risk analysis and portfolio management concepts will enable you to develop key insights into funds' risk profile and performance.

To succeed in this role, you will need strong knowledge of statistical and quantitative approaches to investment analysis and portfolio management, as well as hands-on experience with programming languages such as R, Python, C#, VBA. Excellent written, oral, and interpersonal communication skills are essential for presenting complex information to clients and prospects.

Responsibilities:

  • Implement, maintain, and develop 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