Senior Associate, RFP

Job Description

Job Description

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.

Key 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.

What You’ll Bring
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.
Qualifications:

• 3-5 years of experience in RFP, content, or data management within asset management or a related field.
• Experience working within a multi-affiliate or shared services model preferred.
• Prior project management experience a plus.
• 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.

What We Offer

• 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

Our Core Values

• 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 – Boston, MA

Compensation Range: $95,000.00- $110,000.00 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.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, 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.

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