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Portfolio Analytics and Investment Risk Manager

2 weeks ago

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

Aristotle Capital Management, LLC is a leading investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.

Our mission is to deliver exceptional investment performance and risk management services to our clients through active portfolio management using a research-driven investment framework.

We are currently seeking a Senior Director of Risk Management to join our team. This role will be responsible for implementing, maintaining, and developing the firm's investment risk analytics and risk data reporting.

The ideal candidate will have 10+ years of experience in risk management with a minimum of 5 years in a senior leadership role. A college or university degree in economics, mathematics, finance, or a related field is required, and CFA / FRM designation is a plus.

This position requires strong knowledge of fixed income risk analysis and portfolio management concepts both in theory and in practical application. The successful candidate will also have hands-on experience with programming and coding languages such as R, Python, C#, VBA.

Key Responsibilities:

  • Ensure accurate and timely data for portfolio managers to make informed decisions.
  • Maintain the integrity of the end-user analytics delivery platform and recommend future expansion efforts.
  • Develop key insights into funds' risk profile and performance through ongoing monitoring for anomalies.
  • Represent the firm in meetings with clients and prospects discussing general portfolio analytics and risk processes.
  • Prioritize and execute ad hoc analytic queries for investment data analysis.

Benefits:

  • Robust Health, Dental, and Vision insurance for you and your dependents
  • 401(K) Retirement Plan with Employer Matching
  • A culture that values inclusivity
  • 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