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JL

James Lee

Business Analyst at Aristotle Capital Management, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Aristotle Capital Management, LLCBusiness AnalystJan 2015 to Present
Metropolitan West Capital Management, LLCOperations OfficerSep 2008 to Apr 2015

Education

California State Polytechnic University

Bachelor Of Science, Biology

Skills & Expertise

Operations Management
Project Management
Account Management
Account Reconciliation
Billing Process
Settlement

Others at Aristotle Capital Management, LLC (4)

NameRoleLocation
Jim Huennekens
Jim Huennekens
Senior Vice PresidentChicago, IL , United States
Vincent Trapani
Vincent Trapani
Credit Research AnalystIrvine, CA , United States
W
Will Averill
Managing DirectorBoston, MA , United States
Kristie Sykes
Kristie Sykes
Vice President, Finance and AccountingNewport Beach, CA , United States