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, Fund Operations to join our team.

The Senior Associate, Fund Operations will be responsible for providing support for the Aristotle Funds Distribution and Operations teams.

What You Will Do:

• Respond and work with internal teams on Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) from business partners.

• Maintain RFP/DDQ response database.

• Run comparison reports and hypotheticals for distribution teams and internal audiences.

• Compile and review monthly/quarterly fund data.

• Monitor large trade information for internal teams.

• Support data requests from Client Portfolio Managers.

• Assist with annual Prospectus and SAI review/update.

• Review monthly fund data provided by transfer agency.

• Fulfill ad hoc requests from distribution teams and other departments for product related inquiries, such as performance reporting, product characteristics and creation of product content.

• Provide support in new product development and product rationalization projects, by gathering research and preparing reports on industry/competitor analysis, product positioning and other industry developments.

• Generate, maintain, and distribute daily, monthly, and quarterly reporting packages.

• Ensure timely completion of all distribution team deliverables.

What You Will Need:

• 2 years of experience in financial services, preferred.

• Experience with Morningstar Direct, Responsive, MPI Stylus, eVestment, and Barclays Live, preferred.

• College degree or equivalent work experience, preferred.

• Analytical skills and ability to think outside the box and meet deadlines.

• Self-starter, strong organizational and time management skills.

• Motivation and ability to learn new concepts quickly and adapt to a changing environment.

• Demonstrated ability to meet deadlines and anticipate and respond to product and operation related requests.

• Business writing and ability to communicate effectively based on audience (verbal and written).

• Demonstrate computer proficiency including basic Microsoft Word, Excel, and Outlook with the ability to use multiple programs concurrently. Adept at learning new technical skills and systems.

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

• 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.

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