Associate, Client Service - Aristotle Pacific Capital

Remote Full-time
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 Aristotle 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
Apply Now

Similar Opportunities

[Remote] Provider Data Management Representative I

Remote Full-time

Commercial Lines Associate Underwriter

Remote Full-time

Electrical Engineer, PCB Design

Remote Full-time

Club Finance Supervisor

Remote Full-time

[Remote] Accounts Payable Clerk

Remote Full-time

[Remote] Digital Marketing Associate

Remote Full-time

Finance Analyst

Remote Full-time

[Remote] Data Analyst

Remote Full-time

[Remote] Materials And Process Engineer

Remote Full-time

Ethanol Equipment Technician

Remote Full-time

Remote Publishing Project Assistant – Beginner-Level Role |No Degree or Experience Needed

Remote Full-time

**Experienced Customer Service Representative – Remote E-commerce Support**

Remote Full-time

[Remote] Marketing Communications Manager

Remote Full-time

Director of Continuous Improvement

Remote Full-time

Experienced Full Stack Software Engineer – Web & Cloud Application Development

Remote Full-time

Experienced Customer Service Representative – Remote Work Opportunity with Comprehensive Benefits and Professional Growth

Remote Full-time

**Experienced Remote Sales Customer Representative – Building Long-Term Relationships with Clients Across the Globe**

Remote Full-time

Experienced Full Stack Customer Service Agent – Remote Work Opportunity in US with blithequark

Remote Full-time

Financial Modeling SME - 1099 (3-Month Contract)

Remote Full-time

Experienced Senior Manager, Customer Experience Strategy, Insights, and Programs – Driving Business Growth through Data-Driven Decision Making at blithequark

Remote Full-time
← Back to Home