Strategic Portfolio Reporting Leader
3 days ago
Aristotle Capital Management seeks a highly skilled and experienced Strategic Portfolio Reporting Leader to join our team in Los Angeles, CA or Newport Beach, CA. This is a hybrid role that requires expertise in client reporting, portfolio accounting, and performance analytics.
About Aristotle Capital ManagementWe are a majority employee-owned investment management organization specializing in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.
Salary and BenefitsThe estimated salary range for this position is $155,000.00 - $180,000.00, plus discretionary bonus. We offer a comprehensive benefits package including robust health, dental, and vision insurance, 401(K) retirement plan with employer matching, flexible paid time off, life, critical illness, disability, and accidental injury insurance, and an employee assistance program.
Job DescriptionThis strategic portfolio reporting leader will oversee the production and quality of client reporting deliverables, ensuring timely, accurate, and insightful reports. The ideal candidate will have experience working in client service or directly with clients, and be proficient in Seismic, Vermilion, or similar client reporting platforms.
- Manage the end-to-end process of client reporting, ensuring timely and accurate distribution of reports to institutional and retail clients.
- Design, review, and enhance reporting templates in alignment with client and regulatory requirements.
- Work closely with Client Portfolio Managers (CPMs) to customize reporting for high-value clients, including performance metrics, portfolio analysis, investment team overlays, and more.
- Partner with Aristotle's Performance and Operations Oversight teams to ensure the accuracy of portfolio-level data, client performance analytics, and attribution reporting, utilizing FactSet and outsource providers.
To be successful in this role, you will need:
- 8+ years of experience in client reporting within the investment management industry, preferably at a large buy-side or multi-affiliate firm.
- Experience working in client service or directly with clients is a plus.
- Advanced degree or CFA designation is a plus.
- Proficient in Seismic, Vermilion or similar client reporting platforms.
- Strong knowledge of portfolio accounting and performance and analytics data.
- Advanced Excel skills and familiarity with data visualization tools.
We place our clients' interests first, act with integrity, achieve excellence through accountability and collaboration, empower our employees, respect each other, and value community. If you share these values and are looking for a dynamic environment with opportunities for growth, we encourage you to apply.
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