About
James Lee is a Business Analyst at Aristotle Capital Management, LLC in Los Angeles, CA, where he has held this position since 2015. His responsibilities include supporting the investment research and operations teams, with a focus on analytical projects that contribute to portfolio management and client reporting. While the firm covers a broad array of public equity strategies, there is no public information confirming James Lee specializes in a particular sector or asset class within Aristotle.
Previously, James served as an Operations Officer at Metropolitan West Capital Management, LLC, where he gained extensive experience in investment operations, workflow optimization, and process improvement for asset management. His background also includes hands-on roles supporting fund administration and compliance initiatives critical to institutional investment firms.
James holds a Bachelor of Science in Biology from California State Polytechnic University, which provides him with a solid analytical foundation. There are no widely reported industry recognitions or public records of notable investment contributions; however, his long-standing roles in reputable Los Angeles-based asset managers indicate strong expertise in investment operations and analysis for institutional portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aristotle Capital Management, LLC | Business Analyst | Jan 2015 to Present | — |
| Metropolitan West Capital Management, LLC | Operations Officer | Sep 2008 to Apr 2015 | — |
Education
California State Polytechnic University
Bachelor Of Science, Biology
Skills & Expertise
Others at Aristotle Capital Management, LLC (4)
| Name | Role | Location |
|---|---|---|
| Senior Vice President | Chicago, IL , United States | |
| Credit Research Analyst | Irvine, CA , United States | |
W Will Averill | Managing Director | Boston, MA , United States |
| Vice President, Finance and Accounting | Newport Beach, CA , United States |