Associate, Client Service - Aristotle Pacific Capital

Aristotle is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management. The Associate, Client Service will support the institutional business development team by gathering data, preparing reports, and assisting with client service needs.ResponsibilitiesAssist with various aspects of internal business development functions under close supervisionIncluding, 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 requestsSupport the preparation and distribution of client deliverables and reports, ensuring accuracy and timeliness as directedSupport the internal relationship management team with research and client requestsAssist with ad-hoc projects related to marketing APC’s products as assignedWork with tools such as Bloomberg, FactSet, eVestment, and standardized reportsSkills0–3 years of industry related experience; internships or coursework in finance or business are a plusBachelor's degree from an accredited college or university in any discipline; finance, economics, business, or related fields preferredStrong interpersonal skills (verbal and written)Proficiency in Microsoft PowerPoint, Excel, and WordAttention to detail and a sense of ownership of responsibilities assignedInterest in learning about fixed income marketsTeam-oriented approach and ready to contribute wherever neededOpenness to evolving responsibilities as business needs change and skills developAbility to follow instructions and meet deadlines in a fast-paced environmentFamiliarity with FactSet, Bloomberg, Pitchbook or eVestment is a plus but not requiredBenefitsComprehensive health, dental, and vision insurance for you and your dependents401(k) with employer matchingPaid time off, including an annual Employee Volunteer DayLife, Critical Illness, Disability, and Accidental Injury InsuranceEmployee Assistance ProgramInclusive and supportive workplace cultureCompany events and employee discount programsCompany OverviewAristotle is an investment management company that specializes in equity portfolios along with an assortment of fixed income strategies. It was founded in 2010, and is headquartered in Los Angeles, California, USA, with a workforce of 201-500 employees. Its website is https://aristotlecap.com.



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