Senior Associate, Fund Marketing - Aristotle Investment Services - 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 Senior Associate, Fund Marketing to support the Aristotle Funds marketing strategy and objectives. This position will play a key role in the growth and long-term success of Aristotle Funds by participating in the development of strategic marketing plans, manage the execution of these plans, and develop content and materials that support the business and sales goals. This will include quarterly fund campaigns, positioning our products in the marketplace, and developing materials to garner and maintain assets.
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.
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 Senior Associate, Fund Marketing to support the Aristotle Funds marketing strategy and objectives. This position will play a key role in the growth and long-term success of Aristotle Funds by participating in the development of strategic marketing plans, manage the execution of these plans, and develop content and materials that support the business and sales goals. This will include quarterly fund campaigns, positioning our products in the marketplace, and developing materials to garner and maintain assets.
What You Will Do:
- Create and produce marketing collateral, including quarterly fund materials, market insights, and investment ideas.
- Coordinate with the graphic design and digital teams to articulate the creative direction and ensure timely launch of materials.
- Recognize and promote the strategic positioning of Aristotle Funds across all marketing channels, including digital engagement.
- Develop marketing strategies and fund campaigns, including product positioning that aligns with broader marketing initiatives and current investment trends.
- Track and interpret immediate metrics and longer-term trends, sharing findings with senior leadership and optimization for future efforts.
- Perform competitor and market research to understand industry and competitive trends to identify opportunities for Aristotle Funds.
- Develop and maintain professional relationships with internal stakeholders including asset managers and internal departments.
- Complete ad hoc projects as necessary.
- 3- 5 years of experience in financial services with an emphasis on marketing. Asset management experience is strongly preferred.
- Bachelor’s degree, preferably with a major in business, economics, or marketing.
- Strong project-management skills with demonstrated proficiency driving complex projects from start to finish.
- Experience implementing and optimizing marketing across digital and traditional media including, but not limited to print, email, and social media.
- Exceptional level of professionalism, accuracy, and attention to detail.
- Excellent written and oral communication skills.
- Self-motivated and thrive in a fast-paced environment.
- Proficient computer skills (Microsoft Office Suite, with emphasis on Excel, Word and PowerPoint applications).
- 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.
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