Credit Research Analyst - Aristotle Pacific Capital

Join Our Team at Aristotle

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.

We are a majority employee‑owned investment management organization that focuses on equity and fixed‑income portfolio management for institutional and advisory clients worldwide.

The Credit Analyst will support portfolio managers overseeing the firm’s credit strategies. The team’s collaborative efforts focus on both fundamental macro and credit analysis, and quantitative methodologies to identify potential investments.

• Conduct fundamental credit research on high‑yield bonds, investment‑grade corporate bonds, and leveraged loans in support of actively managed fixed‑income portfolios.
• Support Senior Analysts in monitoring assigned industries and producing periodic industry reports.
• Monitor credits and prepare periodic credit and security reports.
• Evaluate capital structures and covenants of individual securities.
• Recommend relative value and absolute trade ideas in both new‑issue and secondary‑market investment opportunities.
• Interact with external sources such as company management teams, Wall Street analysts, and rating‑agency analysts.

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.

• Minimum of 2 years’ experience assessing corporate credit risk, investment banking, or a similar sector.
• Bachelor’s degree from an accredited college or university.
• CFA license is a plus but not mandatory.
• Individual must be driven, resourceful, and a self‑starter.
• Must work well in a team environment, including interaction with portfolio managers, traders, and other credit analysts.
• Strong communication and financial analysis skills.
• Previous industry‑sector research responsibilities.
• Proficiency in Excel and Word.
• Proficient in financial statement analysis and application to fixed‑income markets.
• Performance track record is a plus but not mandatory.
• Foreign language proficiency is a plus but not mandatory.
• Knowledge of Fact Set is a plus but not mandatory.
• Ability to manage databases and write code is a plus but not mandatory.

• Comprehensive health, dental, and vision insurance for you and your dependents.
• 401(k) with employer matching.
• Paid time off, including an annual Employee Volunteer Day.
• Life, Critical Illness, Disability, and Accidental Injury Insurance.
• Employee Assistance Program.
• Inclusive and supportive workplace culture.
• Company events and employee discount programs.

• We place our clients’ interests first.
• We act with integrity.
• We achieve excellence through accountability and collaboration.
• We empower our employees.
• We are respectful.
• We value community.

Location:

Hybrid – Newport Beach, CA.

Compensation Range: $ – $ plus discretionary bonus. The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

Note:

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.

No phone calls. No agencies or recruiters.

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.