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Senior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital

Aristotle Capital Management, LLC
vision insurance, paid time off, 401(k), retirement plan, employee discount
United States, California, Newport Beach
840 Newport Center Drive (Show on map)
Feb 22, 2025
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 Director, Portfolio Analytics and Investment Risk to join our team. As a Senior Director, Portfolio Analytics and Investment Risk you will be responsible for the implementation, maintenance, and development of the firm's investment risk analytics and risk data reporting. In addition to maintaining and improving the production-level risk and performance analytics process for funds and strategy portfolios, this role leads the implementation of new analytics processes. The position is also responsible for defining and implementing best practices in the use of Portfolio Analytics tools and protocols by the broad Investment Team. What You Will Do: Ensure that portfolio managers have accurate and timely data that they need to make decisions on positioning their portfolios. Ensure that the data that goes to clients and prospects is accurate and that client service personnel have a firm understanding of the risks that each of the portfolios are taking. Own the modeling inputs feeding the risk analytic outputs generated from the firm's risk system. Work closely with senior management, portfolio managers, and client service personnel across the organization to contribute to the broad portfolio oversight. An additional focus includes the implementation of the quantitative aspects of the firm's risk management and portfolio construction processes. Responsible for the maintenance and the integrity of the end-user analytics delivery platform and recommend and guide future platform expansion efforts, for the completion of ad hoc data requests by the Investment Team and the Business Development teams, and the preparation of research notes on scheduled risk meetings with portfolios. Maintain the integrity of the production process for standard risk analysis and reports. Develop key insights into funds' risk profile and performance, both for scheduled risk meetings and on ad hoc basis by ongoing monitoring for anomalies. Maintain integrity and develop additional periodic reporting materials and dashboards to evaluate risk across the firm's investment platform. Evaluate and implement new technology to automate workflows and provide additional quantitative insights into risk exposures, performance attribution, and portfolio management process. Represent the firm in meetings with clients and prospects, discussing general portfolio analytics and risk processes and specific risk positioning within relevant portfolios. Research peer positioning, factor exposures, and performance results using third party/consultant databases. Help manage and organize various business issues related to the group's risk oversight. Work with stakeholders to identify use cases to effectively leverage data. Prioritize and execute ad hoc analytic queries for investment data analysis. Ensure data quality of the results, and communication back to the requestor(s). Perform other job duties assigned as necessary. What You Will Need: 10+ years of industry related experience with a minimum of 5 years risk management experience. A college or university degree in economics, mathematics, finance, or a related field, required. Graduate degree in economics, mathematics, finance, or a quantitative field, preferred. CFA/FRM designation is a plus. Strong knowledge of fixed income risk analysis and portfolio management concepts both in theory and in practical application. Strong knowledge of FactSet and Bloomberg, required. Expert and up-to-date knowledge of statistical and quantitative approaches to investment analysis and portfolio management. Hands-on experience with programming and coding, languages such as R, Python, C#, VBA, preferred. Thoroughness and attention to detail are essential traits given the importance of communicating correct information to investors and other members of the portfolio management team. Ability to organize, manage multiple tasks, prioritize effectively, meet deadlines, and deliver high quality, error-free work in a fast-paced environment. Strong presentation skills to show credibility in the firm's portfolio analytics and risk platform to clients and prospects. Ability to conduct independent research in a collaborative team environment. Capable of taking responsibility for independent projects with limited supervision. Excellent written, oral, and interpersonal communication skills. What We Have to Offer: Robust Health, Dental, and Vision insurance for you and your dependents 401(K) Retirement Plan with Employer Matching A culture that values inclusivity 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 Is Aristotle Right for You? 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. Compensation Range: $200,000.00 - $225,000.00, plus discretionary bonus. 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, based in 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. We have updated our Privacy Policy. Please read the policy carefully. By using this website you are agreeing to the terms of our Privacy Policy. Click here to review the Privacy Policy.