Senior Investment Risk Manager

1 week ago


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

About Us

Aristotle Capital Management, LLC is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management for institutional and advisory clients worldwide.

We are committed to helping our clients reach their long-term financial goals through active portfolio management using our research-driven investment framework. Our culture focuses on research, investment management, and client success.

Job Description

We are currently seeking a Senior Director, Portfolio Analytics and Investment Risk to join our team. This role will lead the development and implementation of the firm's investment risk analytics processes, ensuring accurate and timely data for portfolio managers and client-facing data accuracy.

The ideal candidate will have 10+ years of industry-related experience, including at least 5 years in risk management. A college degree in economics, mathematics, finance, or a related field is required, along with strong knowledge of fixed income risk analysis and portfolio management concepts.

Responsibilities

  1. Implement, maintain, and develop the firm's investment risk analytics processes.
  2. Lead the implementation of new analytics processes and define best practices for Portfolio Analytics tool usage.
  3. Own modeling inputs feeding risk analytic outputs generated from the firm's risk system.
  4. Collaborate with senior management, portfolio managers, and client service personnel for broad portfolio oversight.
  5. Maintain end-user analytics delivery platform integrity and recommend future platform expansion efforts.
  6. Develop key insights into funds' risk profiles and performance for scheduled risk meetings and ad hoc requests.
  7. Evaluate and implement new technology to automate workflows and provide additional quantitative insights.
  8. Represent the firm in meetings with clients and prospects discussing portfolio analytics and risk processes.

Requirements

To succeed in this role, you will need:

  • 10+ years of industry-related experience with at least 5 years in risk management.
  • A college degree in economics, mathematics, finance, or a related field.
  • CFA/FRM designation is a plus.
  • Strong knowledge of fixed income risk analysis and portfolio management concepts.
  • Expertise in statistical and quantitative approaches to investment analysis and portfolio management.
  • Hands-on experience with programming languages such as R, Python, C#, VBA.
  • Excellent communication, presentation, and interpersonal skills.

Benefits

Aristotle Capital Management, LLC offers a comprehensive benefits package, including robust health insurance, 401(K) retirement plan with employer matching, paid time off, and employee volunteer day.

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