Senior Associate, RFP

Aristotle Capital Management•Los Angeles, CA

5d•$95,000 - $110,000•Hybrid

About The Position

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, RFP is responsible for ensuring the accuracy, integrity, and strategic positioning of firm and strategy information—encompassing both quantitative data and qualitative narratives—across all client-facing materials. This role involves the production of high-quality RFPs, RFIs, and DDQs, while also supporting the ongoing maintenance of product profiles within consultant databases (e.g., eVestment). The position plays a key role in effectively communicating our capabilities to both current and prospective clients across Aristotle’s affiliates.

Requirements

3-5 years of experience in RFP, content, or data management within asset management or a related field.
Bachelor's degree in Finance, Business, Marketing or a related field or equivalent job experience.
Broad knowledge of the asset management industry and regulatory environment, including hands-on experience with various asset classes, investment products/vehicles, and related data.
Exceptional writing and communication skills, with experience in drafting compelling RFPs and client communications preferred.
Advanced analytical and problem-solving capabilities, with the ability to synthesize complex data into clear, strategic messaging.
Meticulous attention to detail, with strong proofreading and editing skills, and the ability to follow complex instructions under tight deadlines.
Experience leveraging AI to enhance efficiencies while maintaining data integrity and consistency of brand, messaging, and tone (prior use of Responsive AI preferred).
Proven ability to manage multiple priorities and deliver high-quality work in a fast-paced, deadline-driven environment.
Strong interpersonal and collaboration skills, with the ability to work effectively across cross-functional teams.
High level of ownership, accountability, and professional judgment.
High proficiency in RFP technologies and data platforms (e.g., Salesforce, eVestment, Responsive, consultant databases).
Strong work ethic with an inherently high level of motivation.
Positive attitude.

Nice To Haves

Experience working within a multi-affiliate or shared services model preferred.
Prior project management experience a plus.

Responsibilities

Support the end-to-end process for qualifying, drafting, reviewing, and submitting RFIs, DDQs, and RFPs for prospective and existing investors.
Tailor responses to client requirements, clearly articulating the firm’s value proposition and competitive differentiation.
Partner with Client Portfolio Managers (CPMs) and Subject Matter Experts (SMEs) to understand key trends, market opportunities, and areas of differentiation for the firm and each Aristotle strategy to better position content for effective RFP responses.
Apply firm branding and messaging standards across all materials, including cover letters, executive summaries, and supporting documents.
Leverage AI and technology tools to enhance efficiency while maintaining data accuracy and content integrity.
Collaborate with Legal and Compliance to ensure all submissions are accurate, appropriately positioned, and fully compliant.
Manage incoming requests (typically via email) and workflow by monitoring correspondence and leveraging internal systems (e.g., Salesforce) to track deliverables and deadlines, while coordinating with team members to ensure appropriate coverage and timely escalation of issues.
Partner with external vendors to manage timely and accurate updates to consultant database profiles, ensuring completeness, data integrity, and optimal firm visibility.
Ensure all database content adheres to applicable regulations and industry standards (e.g., SEC, GIPS), particularly for performance, fees, and portfolio characteristics.
Analyze data and trends to refine competitive positioning and tailor messaging across client segments and distribution channels.
Implement procedures to regularly audit data and validate database information for accuracy and completeness.
Collaborate with Compliance and external partners to conduct periodic reviews and implement required updates and corrections in a timely manner.
Develop and maintain feedback loops with Product, CPMs, and Sales to ensure database content reflects the most relevant and up-to-date information for clients and consultants.
Partner with senior leaders to oversee the maintenance of the firm’s content database (Responsive), ensuring content is reviewed with SMEs and that approved updates are promptly integrated for consistent, team-wide use.
Maintain and optimize the firm’s content database (Responsive) by incorporating approved updates, coordinating regular SME reviews, and eliminating redundancies to ensure content is accurate, consistent, and readily accessible.
Partner with Operations to understand workflows across retail and institutional accounts, as well as various investment vehicles, to ensure accurate and tailored responses.
Work closely with SMEs to leverage database insights and enhance content used in RFPs, client presentations, and marketing materials.
Monitor regulatory and industry developments, coordinating with Compliance and Operations to ensure content remains aligned with evolving requirements and due diligence standards.