Senior Associate, Sales Collateral Operations

Join Our Team at Aristotle Who We Are 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 :

Strong project management skills :

Location :

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