Senior Associate, RFP

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.

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.

• 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…