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Vice President, Investment Performance & Analytics

Employer
Aristotle Capital Management LLC
Location
Newport Beach, California
Salary
Compensation Range: $150,000.00 - $190,000.00, plus discretionary bonus
Closing date
May 4, 2024

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Job Details

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 Vice President, Investment Performance & Analytics to join our team.

The VP, Investment Performance & Analytics will be responsible for building and overseeing a team of individuals responsible for calculating and verifying client-related investment data and statistics, managing the Firm’s composites, and partnering with Compliance to maintain the firm’s GIPS® policies and procedures. At Aristotle, one of our core values is that we put our clients first. As such, we want to ensure that they have the best client experience possible across all areas of our organization including performance reporting. While candidates will need to have strong leadership skills and a collaborative approach, this is a hands-on position which will report to the Managing Director, Operations & Trading.

What You Will Do:

Performance & Analytics

  • Oversee performance calculations performed by external 3rd parties for client portfolios, Mutual Funds, ETFs, CITs, Private Funds, and CLOs.
  • Collaborate with the performance analysts to research performance dispersion/outliers and proactively determine performance drivers and work with other business partners to address issues as needed.
  • Created processes around mid-month, monthly and/or quarterly control reports to identify outliers ahead of month-end performance generation processes.
  • Collaborate with colleagues across affiliates and departments to meet deadlines and ensure data quality.
  • Collaborate with Data Management and Integration to maintain the soundness of the performance data points available in the Aristotle data warehouse.
  • Ensure accurate and timely distribution of attribution, analytics, and risk statistics; research and resolve complex performance attribution data anomalies, system issues and/or client inquires.
  • Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, and derivatives.
  • Act as subject matter expert in equity and fixed income attribution and portfolio analytics and main point of contact for investment teams on attribution models, analysis, and strategic projects.
  • Measure and report fixed income performance attribution, portfolio characteristics, asset modeling and performance-related statistics as and when requested; ensure accuracy and reasonableness of output.
  • Provide support to Aristotle’s client service, sales and marketing teams by responding to client inquiries, RFP requests and new business opportunities.
  • Manage vendor relationships for providers supporting performance, attribution, and analytics.
  • Liaise with attribution vendor on new functionality, customized settings, attribution model logic and system features. Develop capabilities in support of new business and operational objectives as needed.
  • Prepare analytical reports and maintain controls in alignment with internal policies and clients’ needs.
  • Respond to inquiries in a timely manner, providing exceptional client service to all internal and external clients.

Composites Management & GIPS

  • Ensure the accuracy and integrity of composite calculations whether supported by external parties (as is the case with Aristotle’s retail equity SMA business) or supported internally (using CAPS, Inc.).
  • Analyze composite returns and determine composite membership based on policies and procedures.
  • Partner with Aristotle’s Compliance team to create and maintain policies and procedures to monitor and identify changes and additions to laws and regulations regarding the calculation and presentation of performance.
  • Partner with Aristotle’s Compliance team to update and maintain GIPS® reports and disclosures.
  • Assess and document composite errors based on the Error Correction policy.
  • Lead the annual GIPS® verification process working with external verifiers.

Other

  • Identify and implement internal process improvements; align and optimize workflows to meet client deliverables.
  • Participate in projects that affect all stakeholders including client service, sales, marketing and product management teams as needed.
  • Engage with Aristotle’s Technology and Data Management teams to continually improve existing data flow model and automate manual processes.

What You Will Need:

  • At least 10 years of asset management industry experience including experience leading a performance and analytics team and supervising staff.
  • A college or university degree, preferably in finance, economics or a business-related discipline.
  • CFA, CIPM or CPA.
  • Broad knowledge of investment products and accounting.
  • Solid understanding of GIPS® reporting principles and performance attribution concepts.
  • Experience with performance calculations and a thorough understanding of performance inputs.
  • Strong analytical, logical, and problem-solving skills; proactive with excellent follow-up abilities.
  • Ability to prioritize and independently manage multiple deliverables simultaneously.
  • Ability to be highly flexible and adaptable to change.
  • Strong work ethic with an inherently high level of motivation.
  • Very detail oriented and organized.
  • Excellent teamwork and collaboration skills.
  • Solid written and verbal communication skills.
  • Experience with common industry applications such as APX, Geneva, FactSet, Eagle PACE, CAPS, Bloomberg, Morningstar, Aladdin or similar tools.
  • Proficiency with Microsoft Excel and other Microsoft Office applications.
  • Positive attitude.

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
  • Flexible 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: $150,000.00 - $190,000.00, 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, preference is to be located within commuting distance of our Newport Beach, CA or Los Angeles, CA office.

Company

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.

Company info
Website
Telephone
9496812160
Location
840 Newport Center Drive
Newport Beach
CA
92660
US

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