Product Analyst - Aristotle Capital Management
Newport Beach, CA 92660
About the Job
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 Analyst to join our team
The Product Analyst will provide clients, prospects and internal parties with timely and accurate written communications and portfolio reporting support related to the firm’s growing fixed income and equity product lines. This individual will be critical for generating competitive analysis, investment writing for client reporting and marketing collateral, as well as analyzing and interpreting quantitative data to develop insights into how to best position the firm’s products to grow the business. This role is a member of the Marketing Product Team and will work closely with all Product Specialists, with a goal of eventually owning a set of products as a Product Specialist.
What You Will Do:
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, preference is to be located within commuting distance of our Newport Beach, CA office or Los Angeles, 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
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 Analyst to join our team
The Product Analyst will provide clients, prospects and internal parties with timely and accurate written communications and portfolio reporting support related to the firm’s growing fixed income and equity product lines. This individual will be critical for generating competitive analysis, investment writing for client reporting and marketing collateral, as well as analyzing and interpreting quantitative data to develop insights into how to best position the firm’s products to grow the business. This role is a member of the Marketing Product Team and will work closely with all Product Specialists, with a goal of eventually owning a set of products as a Product Specialist.
What You Will Do:
- Lead and/or support a variety of key product positioning initiatives (often simultaneously), including competitive analysis and content development for both equity and fixed income products.
- Drive product strategy in partnership with product specialists, marketing, sales and client portfolio managers by proposing and conducting quantitative research into client and prospect investment trends and behavior.
- Understand the prospect distribution and marketing ecosystem to help identify product competitive advantages and suggest ways to enhance or emphasize such advantages.
- Complete equity content requests including ad hoc investment slides, podcast scripts, investment writing for Requests for Proposal (RFP), and other ad-hoc Marketing content.
- Participate in ad hoc projects and business initiatives impacting growing product lines and in support of business priorities.
- 5 years of relevant financial services work experience.
- Bachelor’s degree from accredited college or university, preferably with a major in Business, Finance, Economics, Mathematics or similar.
- Clear, concise written and verbal communication skills.
- Advanced Excel and computer skills, along with strong math and quantitative aptitude.
- Detail-oriented with a high degree of accuracy and timely follow-through.
- Ability to collaborate with a team and execute responsibilities independently.
- Proficient computer skills (Microsoft Office Suite, with emphasis on Excel, Word and PowerPoint applications).
- Working knowledge across a variety of capital markets software applications and analytics tools such as: PowerBI, FactSet, Bloomberg and eVestment.
- 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
- 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.
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, preference is to be located within commuting distance of our Newport Beach, CA office or Los Angeles, 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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Source : Aristotle Capital Management