Transition Operations Specialist, Associate – Transition Services
Core
Support client portfolio restructuring events including cash and securities transfers, in-kind contributions, and collective investment vehicle transitions across Americas, EMEA, and APAC regions.
Role type
Associate Transition Operations Specialist
Builds
Operational support for new business wins and client asset onboarding
Domain
Asset Management / Investment Operations
Required skills
Portfolio transfer coordination, Settlement processing, Corporate actions tracking, SWIFT messaging, Cash and securities reconciliation, Microsoft Excel, Risk monitoring
Preferred skills
Japanese (Business level), Transition management experience, Collective investment vehicles knowledge
Technologies
SWIFT, Microsoft Excel
Responsibilities
Partner with custodians and transfer agents to execute portfolio transfers; Monitor settlement of security and cash movements; Oversee transition related risks and compliance rules; Maintain audit-ready records and manage counterparty relationships.
Seniority
Associate, hands-on IC
