Vice President, Portfolio Events & Transitions Manager
About The Position
We are seeking a Portfolio Events & Transitions Manager to join the Transitions team. This team serves as a central operational function overseeing the portfolio event lifecycle process including onboarding new accounts, terminations, in-kind transfers, and portfolio modifications. The team plays a critical role in managing portfolio changes while minimizing cost, risk, and operational disruption. In this role, you will lead a team in the end-to-end execution of portfolio transitions, ensuring events are delivered efficiently, with strong coordination across stakeholders and minimal risk or disruption. This role is highly hands-on and requires strong judgment and end-to-end thinking across functions. You will operate at the center of the process, partnering closely with Trading, Portfolio Management, Legal, Compliance, and Operations to ensure separate account transitions are well-structured, aligned to portfolio objectives, and executed with discipline and consistency. You will take a holistic view across the platform, connecting decisions across functions, anticipating downstream impacts, and ensuring transitions are executed in a coordinated and optimized manner at the portfolio level, rather than within functional silos.
Requirements
- Minimum of a bachelor’s degree required
- 5-15 years of experience in transition management, trading, portfolio management, or investment operations within an asset manager, transition manager, or institutional platform
- Demonstrated experience leading or supporting portfolio transitions, onboarding events, or portfolio rebalancing activities
- Strong understanding of multi-asset portfolios, trading mechanics, and market liquidity, with the ability to assess how execution decisions impact exposure, cost, and client outcomes
- Working knowledge of economics, fixed income fundamentals, or portfolio management
- Proven ability to structure and execute transitions while balancing cost, speed, risk, market impact, and portfolio exposure
- Experience applying scenario-based decision making, adapting transition strategies based on portfolio characteristics, market conditions, and client objective
- Ability to evaluate second-order impacts of decisions, including opportunity cost, timing risk, unintended exposures, and downstream operational implications
- Strong judgment and decision-making skills, with the ability to evaluate trade-offs, anticipate downstream impacts, and operate effectively under uncertainty
- Solid understanding of investment compliance frameworks, including portfolio guidelines, regulatory requirements, and mandate restrictions, and the ability to incorporate these considerations into transition planning and execution
- Experience working cross-functionally in a complex, multi-stakeholder environment
- Strong people management skills
- Strong analytical and communication skills, with the ability to translate complex portfolio and execution considerations into clear, actionable insights
Nice To Haves
- Familiarity with transition cost analysis, including implementation shortfall and performance measurement frameworks is preferred
- Experience improving or scaling operational processes, including workflow optimization, data transparency, or automation initiatives
Responsibilities
- Lead end-to-end execution of portfolio events, including onboarding, restructures, fund changes, and terminations
- Define and implement transition approaches based on portfolio characteristics, liquidity, and client objectives
- Conduct pre-transition analysis, including cost, liquidity, timing, and exposure considerations
- Ensure transitions are structured and executed to optimize cost, risk, and market impact, while maintaining full compliance with investment guidelines, regulatory requirements, and client mandates
- Act as the central point of coordination across Trading, Portfolio Management, Legal, Operations, Compliance, and external counterparties
- Drive alignment on objectives, constraints, and execution approach
- Manage timelines, dependencies, and issue resolution to ensure successful delivery
- Serve as primary escalation point for transition-related risks and execution issues
- Identify and manage key risks, including market, liquidity, operational, and execution risks
- Monitor and manage transition costs (explicit and implicit), ensuring transparency and accountability
- Evaluate outcomes and performance of transitions, including cost and execution effectiveness
- Strengthen transition workflows and operating standards to improve consistency, scalability, and execution discipline
- Improve visibility into pipeline activity, timelines, and risk across portfolio events
- Identify opportunities to enhance processes, controls, and cross-team coordination
Benefits
- Base salary and a discretionary bonus
- Reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
