Associate, Client Service - Aristotle Pacific Capital
Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients. The Associate, Client Service will support the institutional business development team by gathering and organizing data, preparing reports, and assisting the relationship management team with client service needs.
Responsibilities
- Assist with various aspects of internal business development functions under close supervision
- 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
Skills
- 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
- 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
- Familiarity with FactSet, Bloomberg, Pitchbook or eVestment is a plus but not required
Benefits
- 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
Company Overview