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Mei-Sze Chan
Assistant Vice President - Portfolio Administrator at Aristotle Capital Boston, LLC
About
Unable to verify the identity and specific responsibilities of Mei-Sze Chan at Aristotle Capital Boston, LLC directly from available public sources. There is a single, partial business directory reference to Mei-Sze Chan as Assistant Vice President & Portfolio Administrator at an email address plausibly linked to Aristotle Capital, but this reference is not independently corroborated with detailed biographical, LinkedIn, or publicly available professional profile information. No additional, reliable sources specifically associate Mei-Sze Chan with Aristotle Capital Boston, LLC, nor confirm her specific investment focus areas, sectors, asset classes, or achievements within the firm. Given the lack of direct, multiple-source verification, a standard professional biography cannot be responsibly written without risk of factual error. Please consult directly with Aristotle Capital Boston, LLC or Mei-Sze Chan herself for an accurate, detailed, and verifiable professional biography.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aristotle | Assistant Vice President - Portfolio Administrator | May 2022 to Present | Portfolio order creation, advisory account rebalancing, and model updates. Also assist with maintenance of research team meetings. |
| Aristotle | Assistant Vice President - Investment Operations | Nov 2019 to May 2022 | Manage and oversee firm's settlement department. Active lead in settlement's department related software and streamlining efforts to improve efficiency and reduce trade fail risk. |
| Aristotle Capital Management, LLC | Senior Operations Associate | May 2017 to Nov 2019 | Onboard, reconcile, and terminate wrap accounts. Assist in settlement of trades which consists of equity, fixed income, warrant, and treasury security asset classes. Participate in transition of accou... |
| Evolution Capital Management, LLC | Head of Operations | Jan 2016 to May 2017 | Reconcile peer to peer loan cash flows, futures account, manage cash balances, communicate with lending platforms on loan cash issues, work in conjunction with fund administrator on cash items, and ma... |
| Evo Investment Advisors Ltd | Operations and Finance Analyst | Mar 2005 to Dec 2015 | Reconcile mainly Asian based equity, derivatives, OTC traded products on a daily basis. Reconcile portfolio positions. Resolve any trade settlement issues with brokers and custodian banks. Monitor col... |
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Finance and Management Information Systems
2000 — 2004
Skills & Expertise
Others at Aristotle Capital Boston, LLC (39)
| Name | Role | Location |
|---|---|---|
 | Principal : Portfolio Manager - Global | Los Angeles, CA , United States |
 | Senior Vice President | Cumming, GA , United States |
E Edward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States |
 | Senior Vice President, Data Management | Los Angeles, CA , United States |
 | Senior Vice President, Advisory Distribution | Chicago, IL , United States |
 | Principal, Portfolio Manager | Los Angeles, CA , United States |
 | Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States |
 | High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States |
J John Manley | Principal, Managing Director- Institutional Services | Boston, MA , United States |
 | Managing Director and Chief Technology Officer | Los Angeles, CA , United States |
