Aristotle · 10 hours ago
Associate, Client Service - Aristotle Pacific Capital
Newport Beach, CA
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $75K/yr
0+ years expAristotle is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management. The Associate, Client Service will support the institutional business development team by gathering data, preparing reports, and assisting with client service needs.
Asset ManagementCreditFinancial ServicesImpact InvestingRisk Management
Responsibilities
Assist with various aspects of internal business development functions under close supervision
Including, but not limited to:
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
Qualification
Required
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
Preferred
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
Aristotle
Aristotle is an investment management company that specializes in equity portfolios along with an assortment of fixed income strategies.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Graveline
Senior Vice President, Regional Director Midwest: RIA/Bank Group
Recent News
2025-08-15
2025-08-07
Company data provided by crunchbase