Senior Associate, Client Service - Aristotle Pacific Capital

Newport Beach, CA

Full Time

Aristotle Pacific Capital

Mid Level

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 Senior Associate, Client Service to join our team.

The Senior Associate, Client Service is an integral part of APC’s institutional business development team. The individual is 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 APC products as needed. Demonstrated proficiency in fixed income is preferred. Attention to detail, ability to take ownership of related responsibilities, and time management are important attributes for the role.

What You Will Do:

Oversee and assist in completing various aspects of internal business development functions.
Including, but not limited to:
- 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 APC’s products.
- Work with Bloomberg, FactSet, eVestment reporting, and standardized reports.

What You Will Need:

Degree from an accredited college or university.
3-5 years of industry related work experience.
Strong interpersonal skills (verbal and written).
proficiency in Microsoft PowerPoint, Excel, and Word.
Experience with Responsive, Qvidian, or other RFP software is preferred.
Attention to detail and a sense of ownership of responsibilities assigned.
Knowledge of fixed income markets.
Team-oriented approach and ready to contribute wherever needed.
Openness to evolving responsibilities as business needs change and skills develop.
Adapts effectively to shifting deadlines and priorities.
Be adept at recognizing problems and independently recommending ways to improve productivity and efficiency.

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: $85,000.00 - $95,000.00, 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 is a hybrid role, based in our Newport Beach, CA office.

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

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