Senior Associate, Sales Collateral Operations
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Compensation
$95,000-$115,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Join Our Team at AristotleWho We AreAristotle 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 DoThe 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:What You’ll BringWe 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:What We Offer
- 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.
- 3–5+ years in asset management, financial services, or institutional marketing operations.
- Seismic experience required.
- 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.
- 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
- 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.
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FAQs About Senior Associate, Sales Collateral Operations Jobs at Aristotle Capital Management
What is the work location for this position at Aristotle Capital Management?
This job at Aristotle Capital Management is located in Los Angeles, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Aristotle Capital Management?
Candidates can expect a pay range of $95,000 and $115,000 per year.
What employment applies to this position at Aristotle Capital Management?
Aristotle Capital Management lists this role as a Full-time position.
What experience level is required for this role at Aristotle Capital Management?
Aristotle Capital Management is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Aristotle Capital Management?
You can apply for this role at Aristotle Capital Management either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.