Scope, structure, and manage portfolio transitions and restructurings end to end, including designing and owning detailed transition and execution plans covering sequencing, governance, and control considerations
Coordinate and communicate effectively with internal and external stakeholders across investment, trading, operations, and clients, including escalation of issues and framing of decisions where required
Identify, assess, and mitigate market, execution, operational, and process risks throughout the transition lifecycle
Develop a deep understanding of portfolio exposures, execution approaches, operational dependencies, and risk trade‑offs
Design, implement, and monitor detailed operating and execution models appropriate to the complexity of each transition
Support Internal Transition Management (iTRIM) activity, including internal and in‑species restructurings, with a strong focus on governance, coordination, and execution oversight
Partner with Transition Portfolio Managers to align transition infrastructure, risk controls, and stakeholder arrangements to the agreed trading and execution strategy
Contribute to the ongoing development and improvement of transition processes, controls, and working practices

Bachelor’s degree or equivalent business experience required, IMC a plus
2-4 years’ experience in the asset management industry, with a preference for project management experience
Track record of delivering complex, time‑critical projects or requests for clients or senior internal stakeholders within financial services
Experience working in roles requiring strong judgment, coordination, and delivery across multiple teams, functions, or external counterparties
Experience operating in an investment management, trading, operations, custody, or closely related environment, with exposure to portfolio‑related activity
Experience contributing to process improvement, operating model change, or enhancement of controls, governance, or ways of working is advantageous.

retirement investment and tools designed to help you in building a sound financial future
access to education reimbursement
comprehensive resources to support your physical health and emotional well-being
family support programs
Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Associate, Investment Product Strategy – Transition Management

Key skills