Transition Management Specialist

Aon Corporation • Deerfield, IL

1d • Hybrid

About The Position

Aon is currently recruiting an Investment Portfolio Transition Specialist to join our team in the Bannockburn, IL or Chicago, IL office, with a hybrid schedule. The Investment Transition Specialist will be primarily focused on transition management exercises covering our North American Retirement & Investment Business supporting both our OCIO and Advisory clients. Your primary objective is to assist in the oversight of the transition process in North America ensuring advice provided to clients appropriately addresses the key risks inherent in transitioning client portfolios across all asset classes.

Requirements

• Experience in working on in-house Transition exercises and/or working with external Transition Managers is preferable
• Good investment knowledge and experience in the investment industry
• Knowledge of operational aspects of different investment account structures including pooled, segregated and international account structures
• Understanding of how to maintain market exposure through matching liquidity timeframes and/or derivatives preferable
• Familiarity with the role of custodians/trustees in opening accounts, safekeeping assets, accounting/reporting, settling trades, use of sub-custodians in international markets
• Outstanding project management skills with the ability to work independently on a variety of projects, receive instructions from a number of people and meet project deadlines
• Excellent oral and written communication skills
• Excellent interpersonal skills and a team player
• Excellent time management, local organization and ability to prioritize tasks
• Attention to detail
• Ability to self-manage
• Calm under pressure
• Influencing, persuading and negotiating skills

Responsibilities

• Recommending optimal transition strategies that minimize costs and risk
• Evaluate the need for an external transition manager
• Assist in recommending which external transition manager to use where appropriate
• Maintain knowledge of developments within the transition management industry
• Remain abreast of regulatory developments that may impact transition events
• Assist client consultants in deciding the right course of action for each transition
• Draft direction letters and review pre- and post- trade reports where needed
• Provide oversight and support during transition when needed
• Maintaining log of transition activity conducted on behalf of Aon clients
• Help with consultant and client education on transitions

Benefits

• comprehensive benefits package
• agile environment
• two “Global Wellbeing Days” each year
• continuous learning culture
• 401(k) savings plan with employer contributions
• employee stock purchase plan
• consideration for long-term incentive awards at Aon’s discretion
• medical, dental and vision insurance
• various types of leaves of absence
• paid time off
• 12 paid holidays throughout the calendar year
• 15 days of paid vacation per year
• paid sick leave as provided under state and local paid sick leave laws
• short-term disability and optional long-term disability
• health savings account
• health care and dependent care reimbursement accounts
• employee and dependent life insurance and supplemental life and AD&D insurance
• optional personal insurance policies
• adoption assistance
• tuition assistance
• commuter benefits
• employee assistance program that includes free counseling sessions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed