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Aristotle · 2 months ago

Regional Associate

Boston, MA

Full-time

Hybrid

Mid Level

$80K/yr - $90K/yr

3+ years exp

Aristotle is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management. The Regional Associate will partner with external wholesalers to develop and maintain relationships with financial advisors, drive sales, and communicate key market developments and investment-related topics.

Asset ManagementCreditFinancial ServicesImpact InvestingRisk Management

Responsibilities

Partner with external wholesaler(s) to drive sales and market share in the territory

Effectively profile advisors to understand their practice, clients, and investment process to identify needs

Conduct proactive outbound sales efforts to raise awareness of Aristotle’s investment solutions

Respond to inbound requests & service communications. Prioritization along with timely and diligent follow-up with clients is imperative

Utilize fund analysis and other research tools to strategically leverage our product offerings

Continually build and maintain a working knowledge of Aristotle Capital’s investment management practices, policies, products, and value-added services. The role requires the ability to position the firm’s investment philosophy, product differentiation, and competitive analyses in group and one-on-one presentations

Remain current on events that impact our clients including industry and general market trends

Have an in-depth knowledge and understanding of financial intermediary relationships and platforms, along with client and competitor firms and their products

Support team with ad hoc reports

Qualification

Series 7Investment experienceSeries 63SalesforceMicrosoft ExcelProbing skillsInterest in financial marketsCommunication skillsDetail-orientedTeam collaboration