Vice President, Portfolio Events & Transitions Manager

Vice President, Portfolio Events & Transitions Manager

Newport Beach, California, United States (on‑site)
Overview

PIMCO is a global leader in active fixed income and seeks a Portfolio Events & Transitions Manager to join its Transitions team. The team serves as a central operational function overseeing the portfolio event lifecycle, including onboarding new accounts, terminations, in‑kind transfers, and portfolio modifications. The role requires strong judgment, end‑to‑end thinking, and coordination across Trading, Portfolio Management, Legal, Compliance, and Operations to ensure portfolio changes are executed efficiently, consistently, and with minimal risk.
Responsibilities

Lead end‑to‑end execution of portfolio events such as onboarding, restructures, fund changes, and terminations.
Define and implement transition approaches based on portfolio characteristics, liquidity, and client objectives.
Conduct pre‑transition analysis on cost, liquidity, timing, and exposure considerations.
Ensure transitions are structured and executed to optimize cost, risk, and market impact while fully complying with investment guidelines, regulatory requirements, and client mandates.
Act as the central coordination point across Trading, Portfolio Management, Legal, Operations, Compliance, and external counterparties.
Drive alignment on objectives, constraints, and execution approach; manage timelines, dependencies, and issue resolution.
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, 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.
Qualifications

Minimum bachelor’s degree.
5‑15 years of experience in transition management, trading, portfolio management, or investment operations within an asset 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.
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 and adapting transition strategies based on portfolio characteristics and market conditions.
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 operate effectively under uncertainty.
Solid understanding of investment compliance frameworks, including portfolio guidelines, regulatory requirements, and mandate restrictions.
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.
Familiarity with transition cost analysis, including implementation shortfall and performance measurement frameworks (preferred).
Experience improving or scaling operational processes, including workflow optimization, data transparency, and automation initiatives.
Salary

Base salary range: $137,500.00 – $195,000.00. Base salary is a fixed component determined by core job responsibilities, relevant experience, internal level, and market factors. A discretionary bonus may be awarded based on performance.
Equal Employment Opportunity and Affimination Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and affirms in practice to support and promote equal employment opportunity. PIMCO also prohibits discrimination on the basis of medical condition or marital status under applicable laws.
Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer that provides reasonable accommodation for qualified individuals with disabilities, including veterans, when applying. Requests for accommodation can be directed to 949-720-7744.

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