Transitions Associate

  • location

    London, England

  • sector:

  • job type:


  • salary:

    Up to £70000.00 per annum + Bonus

  • Contact:

    Alexia Croft

  • Email:

  • job ref:


  • published:

    over 2 years ago

  • expiry date:



  • Delivery of successful transition events including setting up new accounts restructure of closure of existing accounts and in-kind transfers in/out of accounts.
  • Working with clients, portfolio managers, legal, compliance, fund administration, analytics, performance, account management and back office transition teams on each event.
  • Daily reviews of portfolio events including but not limited to risk analysis (i.e. portfolio/investment operational performance) for each event.
  • Post portfolio event analysis (i.e. review investment and operational implementation for accuracy).
  • Spearhead operations projects related to enhancing custodian communication, fixed income benchmark management, portfolio performance, transitions/operations technology, and operations management training.
  • Coordinating with back office and related stakeholders different operations like markets opening, regulatory requests, collateral and brokers inquiries, tax forms etc.


  • Primary degree with an emphasis in Finance and Economics or a related, quantitative/analytical field from an accredited, leading business school or university
  • Fluency in English with additional European language(s) an advantage
  • Transitions and client relationship management experience
  • Well organized, self-starter able to work in a team environment
  • Ability to multi-task and manage multiple events with tight deadlines at the same tim