Senior Associate, Sales Collateral Operations

Join Our Team at Aristotle

Who We Are

Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

What You’ll Do

The Senior Associate is responsible for the end-to-end production, maintenance, and delivery of standardized sales collateral — including factsheets, pitchbooks, and marketing decks. The role ensures materials are accurate, timely, compliant, and consistent with brand templates.

Key Responsibilities:

• Manage the full lifecycle of standard collateral (intake → content gathering → layout → compliance review → delivery)
• Track and prioritize the production queue, report status and progress to leadership
• Maintain a centralized repository of approved materials with version control and audit trail
• Collaborate with Performance & Analytics to incorporate updated data, charts, and attribution
• Partner with Product Specialists to ensure product content accuracy
• Review and validate data inputs (e.g., holdings, performance, attribution, characteristics) with an analytical eye to spot errors or inconsistencies
• Coordinate with Compliance/Legal on disclosures, approvals, and regulatory requirements
• Implement workflow improvements and automation to shorten production cycles and reduce error rates in partnership with Aristotle’s IT team
• Uphold strict adherence to templates, formatting, and brand guidelines
• Identify opportunities for efficiency in intake, review, and delivery processes
• Ensure all processes are documented and all team members trained to reduce key person risk
• Partner proactively with senior Sales Leaders and Client Portfolio Managers (CPMs) to anticipate requirements and ensure alignment of materials with client and prospects’ needs
• Coordinate with CPMs on slide requirements ahead of each quarter end
• Collaborate with the broader Sales Operations team to align collateral with RFPs, DDQs, and databases, avoiding duplication
• Manage production support with external vendors/design as needed for template-based execution
• Partner with broader Sales Operations team to provide support for marketing databases, RFPs, and DDQs as needed outside of the standard materials production schedule

What You’ll Bring

We recognize that not all candidates will meet every requirement. If you’re passionate about this role and believe you have the skills to succeed, we encourage you to apply.

Qualifications:

• 3–5 years in asset management, financial services, or institutional marketing operations
• Seismic experience a plus
• A college or university degree, preferably in finance, economics, marketing, or a business-related discipline
• CFA designation or candidacy is a plus
• Demonstrated experience in collateral production or marketing operations
• Strong project management skills: prioritization, tracking, and delivery against deadlines
• Proficiency in PowerPoint, Excel, and Microsoft Office Suite
• Strong verbal and written communication skills
• Comfort with integrating and validating data, charts, and metrics in materials
• Analytical approach with the ability to spot data discrepancies across holdings, performance, attribution, and characteristics
• Meticulous attention to detail, proofreading, and version control
• Ability to manage repetitive tasks while still utilizing critical thinking skills for continuous improvement
• Strong interpersonal skills with ability to coordinate across diverse stakeholders, including senior sales leaders and CPMs
• Familiarity with compliance processes and financial disclosures
• Process-improvement mindset; experience with workflow systems or automation tools is a plus

What We Offer

• 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

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

Location: Hybrid – Los Angeles, CA or Boston, MA

Compensation Range: $95,000.00 - $115,000.00 plus discretionary bonus.

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.

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.