Aristotle
Senior Associate, Sales Collateral Operations
Aristotle, Los Angeles, California, United States, 90079
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Senior Associate, Sales Collateral Operations
role at
Aristotle
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 are respectful
We value community
Location Hybrid – Los Angeles, CA or Boston, MA
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.
#J-18808-Ljbffr
Senior Associate, Sales Collateral Operations
role at
Aristotle
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 are respectful
We value community
Location Hybrid – Los Angeles, CA or Boston, MA
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.
#J-18808-Ljbffr