Senior Associate, Sales Collateral Operations

Aristotle Capital Management, LLC•Los Angeles, CA

29d•$95,000 - $115,000•Hybrid

About The Position

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.

Requirements

3-5+ years in asset management, financial services, or institutional marketing operations.
A college or university degree, preferably in finance, economics, marketing, or a business-related discipline.
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.

Nice To Haves

Seismic experience a plus.
CFA designation or candidacy is a plus.
Process-improvement mindset; experience with workflow systems or automation tools is a plus.

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.