Associate, Client Service - Aristotle Pacific Capital

Newport Beach, CA

Full Time

Client Service

Entry Level

Join Our Team at Aristotle
Who We Are
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

What You’ll Do
The Associate, Client Service is an integral part of APC’s institutional business development team. This individual will provide support in gathering and organizing data used across the product suite, assist with preparing monthly and quarterly reporting for institutional portfolios, and help the relationship management team with client service needs.

Key Responsibilities:

Assist with various aspects of internal business development functions under close supervision.
Including, but not limited to:
- Collect and organize fixed income strategy and vehicle-level data and performance attribution for use in marketing materials, commentary, factsheets, presentations, and client requests.
- Support the preparation and distribution of client deliverables and reports, ensuring accuracy and timeliness as directed.
- Support the internal relationship management team with research and client requests.
- Assist with ad-hoc projects related to marketing APC’s products as assigned.
- Work with tools such as Bloomberg, FactSet, eVestment, and standardized reports.

What You’ll Bring
We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.

Qualifications:

0–3 years of industry related experience; internships or coursework in finance or business are a plus.
Bachelor’s degree from an accredited college or university in any discipline; finance, economics, business, or related fields preferred.
Strong interpersonal skills (verbal and written).
Proficiency in Microsoft PowerPoint, Excel, and Word.
Familiarity with FactSet, Bloomberg, Pitchbook or eVestment is a plus but not required.
Attention to detail and a sense of ownership of responsibilities assigned.
Interest in learning about fixed income markets.
Team-oriented approach and ready to contribute wherever needed.
Openness to evolving responsibilities as business needs change and skills develop.
Ability to follow instructions and meet deadlines in a fast-paced environment.

What We Offer

Comprehensive health, dental, and vision insurance for you and your dependents
401(k) with employer matching
Paid time off, including an annual Employee Volunteer Day
Life, Critical Illness, Disability, and Accidental Injury Insurance
Employee Assistance Program
Inclusive and supportive workplace culture
Company events and employee discount programs

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.

Location: Hybrid – Newport Beach, CA

Compensation Range: $60,000.00 - $75,000.00 plus discretionary bonus.
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.

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

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