Product Specialist

Boston, MA

Full Time

Marketing

Experienced

Who We Are:
With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes 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. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

We are currently seeking a Product Specialist to join our team.

The Product Specialist acts as a bridge between investment teams, shared services, and clients, supporting equity products with a focus on U.S. small-cap and small/mid-cap equity strategies. The ideal candidate should have proven experience in equity product management, strong analytical skills, a passion for investment products, and proficiency in communicating technical concepts.

What You Will Do:

Generate written content including white papers, thought pieces, commentary and other ad-hoc qualitative Marketing content.
Collaborate with various internal teams on projects and business initiatives impacting equity product lines and supporting business priorities.
Provide input and coordinate with internal partners regarding small-cap and small/mid-cap client and prospect deliverables, including portfolio reporting and commentary.
Serve as an internal subject matter expert for the small and mid-cap equity strategies for the distribution and marketing teams, providing detailed insights and analytics to address client and prospect requests.
Develop and conduct thorough quantitative and qualitative research on market trends, client needs and key competitor products to inform product positioning and distribution strategy.
Assist the team with marketing research to assess the competitive landscape and identify areas of differentiation and opportunity to contribute to idea generation for new content.
Contribute to the development of ongoing training and education for internal partners regarding the small-cap and small/mid-cap equity strategies to ensure a deep understanding of the products, promote product enhancements and features and provide ongoing support.

What You Will Need:

7+ years of relevant financial services work experience, ideally with a focus on equity product management.
Bachelor’s or advanced degree from an accredited college or university, preferably with a major in Finance, Business or Accounting, preferred or equivalent work experience.
Series 7 and 66 licenses required, or the ability to obtain within 2 years.
Possession of or progress towards CFA designation is preferred.
Excellent written and verbal communication skills, with an emphasis on clarity and conciseness.
Excellent analytical and organizational skills, with outstanding attention to detail.
Ability to collaborate with a team, as well as execute responsibilities independently.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Power BI.
Expertise in Microsoft Excel and technical tools, with strong mathematical and quantitative skills.
Working knowledge and experience with a variety of capital markets software applications and analytics tools, such as: Bloomberg, eVestment, FactSet, MPI Stylus Pro, etc.

What We Have to Offer:

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

Is Aristotle Right for You?
At Aristotle, we stand by our core values.

We place our clients’ interests first.
We act with integrity.
We achieve excellence through accountability and collaboration.
We empower our employees.
We are respectful.
We value community.

Compensation Range: $150,000.00 - $175,000.00, plus discretionary bonus.
Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

This position is a hybrid role, located at one of our offices in Boston, MA, Los Angeles, CA, or Newport Beach, CA.

We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business. An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm. If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.

Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.
Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

#LI-hybrid

We have updated our Privacy Policy. Please read the policy carefully. By using this website you are agreeing to the terms of our Privacy Policy. Click here to review the Privacy Policy.

Apply for this position

Required*

Apply with

First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Who referred you to this position? Enter their first and last name here.*

Are you willing to relocate?*

What's your citizenship / employment eligibility?*

Desired salary*

List preferred first name if applicable:

Are you personally related to a current Aristotle employee?*

If you are personally related to a current Aristotle employee, please provide their name below.

Are you a current employee of Aristotle?*

Have you been previously employed by Aristotle?*

If yes, provide dates of employment:

By entering your name below, you agree with the following statement, "I declare that all the information I have provided on this application is true and accurate to the best of my knowledge. I understand that misrepresentations or incorrect information provided to Aristotle Capital Management can result in disciplinary action up to and including termination of employment with Aristotle Capital Management.”*

The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.

Gender

Race/Ethnicity

Invitation for Job Applicants to Self-Identify as a U.S. Veteran

A “disabled veteran” is one of the following:
- a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
- a person who was discharged or released from active duty because of a service-connected disability.
A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran status

I IDENTIFY AS ONE OR MORE OF THE CLASSIFICATIONS OF PROTECTED VETERAN LISTED ABOVE
I AM NOT A PROTECTED VETERAN
I DON’T WISH TO ANSWER

Voluntary Self-Identification of Disability

Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Please check one of the boxes below:

YES, I HAVE A DISABILITY, OR HAVE HAD ONE IN THE PAST NO, I DO NOT HAVE A DISABILITY AND HAVE NOT HAD ONE IN THE PAST I DO NOT WANT TO ANSWER

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Name	Date

Human Check*

Submit Application