Investment Portfolio Specialist

4 days ago


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

Aristotle Capital Management is seeking a skilled Investment Portfolio Specialist to join our team. As an integral part of our institutional business development team, you will be responsible for RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests related to marketing our products as needed.

Preferred candidates will have demonstrated proficiency in fixed income markets. Your strong interpersonal skills, ability to take ownership of responsibilities, and time management are crucial for success in this role.

Key Responsibilities:

  • Oversee and assist in completing various aspects of internal business development functions
  • Complete Requests for Proposal (RFP's) and Requests for Information (RFI's)
  • Update industry databases such as eVestment, CallanDNA, and Diligence Vault
  • Support the internal relationship management team
  • Work on ad-hoc projects related to marketing our products

Compensation Range: $85,000 - $95,000 per year, plus discretionary bonus. This is a hybrid role based in our Newport Beach, CA office. We offer robust health, dental, and vision insurance, 401(K) retirement plan with employer matching, and a culture that values inclusivity.



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