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Aristotle · 1 day ago

Senior Associate, Sales Collateral Operations

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$95K/yr - $115K/yr

3+ years exp

Aristotle is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management. The Senior Associate is responsible for the production, maintenance, and delivery of sales collateral, ensuring materials are accurate, compliant, and aligned with brand standards.

Asset ManagementCreditFinancial ServicesImpact InvestingRisk Management

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

Qualification

Asset management experienceCollateral production experienceProject management skillsPowerPointExcelCFA designationComplianceProcess-improvement mindsetCommunication skillsAttention to detailInterpersonal skills