Job Description

Aristotle Capital Management, LLC is a privately owned, registered investment adviser that specializes in equity investing for institutional and individual clients worldwide. We are one of four independent investment teams which collectively operate under a unified platform known as Aristotle. As of December 31, 2020, Aristotle’s investment teams managed over $47 billion globally.

Please visit www.aristotlecap.com for more information on our firm.

The VICE PRESIDENT, DATA STRATEGY & GOVERNANCE will manage, coach, and oversee the performance and development of associates that focus on data management and business intelligence solutions that enable standardized data structures and actionable business decisions. The Vice President’s primary focus will be providing data that consistently reflects the portfolio accounting Books of Records of the company by implementing standard data management processes. This role will engage closely with all Shared Services including Finance, Operations, Sales, Marketing, and Solutions. The overall objective for this role is developing and implementing a roadmap that migrates Aristotle to modern, standardized Business Intelligence solutions and standardized reporting.

WHAT YOU WILL DO:

1. Data Mastering & Governance

   • Establish single sources of truth for investment data domains, immediate focus on holdings, transactions & account domains
   • Draft policies and data standards
   • Document trading and operations workflows that impact data
   • Metadata Management: create and maintain a business glossary, data dictionary, and data controls
   • Establish a governance framework, including setting up a governance data council and working groups to create a forum for data strategy updates, provide oversight and clear recommendations to Management, and serve as a point of escalation for data-related issues

2. Data Quality:  Leverage governance standards to ensure data has the proper checks and balances and is being monitored by the appropriate team

3. Data Architecture & Delivery:  Create a centralized, single source of truth data repository (data warehouse or similar) for internal reporting and consumption by downstream applications (Charles River, Salesforce, FactSet, etc.) that is flexible, scalable and has the proper governance oversight

4. Data Integration: Create a roadmap and champion the adoption of a single-source data repository by downstream applications

5. Data Metrics: Leverage BI to create dashboards, data scorecards that provide users with data metrics

6. Internal Reporting: Create tangible reports for internal use that source data from our data repository

Expected business value to include, but not be limited to,

1. Utilize investment data to improve the decision-making process
2. Establish and define data ownership and stewardship roles and responsibilities
3. Increase transparency and confidence in data
4. Consistent use of business terms
5. Produce and maintain metadata artifacts (business glossaries, data dictionaries, and data controls)
6. Data Management oversight

WHAT YOU WILL NEED:

• Proven ability to engender trust in data by defining data strategy and implementing standard data governance models
• Deep understanding of where golden copies of data should reside and how these data elements are / should be used across departments
• Ability to develop and articulate an approach to effectively distribute certified data to minimize error and minimize duplicate entry
• Proven track record of implementing Power BI or Tableau including implementing quality controls/dashboards and standardizing reports across systems
• Ability to persuade others and effectively communicate with employees of varying levels of technical ability
• Understanding of the strategic and tactical value of data stewards, and the ability to recommend and help train department owners to become effective stewards
• Working knowledge of Settlements, Reconciliation, Corporate Actions, Account Administration, Charles River, Compliance Restrictions, Portfolio Performance, Composite Performance, Trading, Bloomberg, FactSet, and both Internal and External Reporting
• Expert knowledge of equity, fixed income, and more complex securities demonstrated by setting up instruments in the OMS or Portfolio Accounting system
• Understanding the lifecycle of a trade from setup, to order creation, to execution, to allocation, to settlements, to reconciliation, and finally through reporting
• Must be systems-oriented, enjoy learning new investment strategies, and be a self-motivated learner.
• Four-year Undergraduate Degree from accredited college or university or equivalent working experience.
• Minimum ten years of data management, data analytics, and reporting for an investment management firm.

WHAT WE HAVE TO OFFER:

• A supportive, collaborative work environment with exceptional colleagues!
• Health, dental, and vision insurance
• Life insurance
• 401(K) matching
• Paid time off, including annual Employee Volunteer Day
• Various Company events throughout the year

IS ARISTOTLE RIGHT FOR YOU?

We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will fit within our culture and contribute to our expanding business.  An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm.  If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.

The above description identifies the essential job functions and skills needed by the person or persons assigned to this position.  These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.  The information contained herein is subject to change at the company's discretion.

Aristotle is an Equal Employment Opportunity Employer.

Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, and Aristotle Atlantic Partners, LLC are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

We have updated our Privacy Policy on June 20, 2018 (“New Privacy Policy”). Please read the policy carefully. By using this website you are agreeing to the terms of our New Privacy Policy. Click here to review the new Privacy Policy.

Powered by JazzHR

QVYZKT2ROP