Responsibilities
Lead end-to-end execution of portfolio events
Define and implement transition approaches based on portfolio characteristics
Conduct pre-transition analysis
Ensure transitions are structured and executed to optimize cost, risk, and market impact
Act as the central point of coordination across key stakeholders
Identify and manage key risks
Monitor and manage transition costs
Strengthen transition workflows and operating standards
Requirements
Minimum of bachelor’s degree required
5-15 years of experience in transition management, trading, portfolio management, or investment operations
Demonstrated experience leading or supporting portfolio transitions
Strong understanding of multi-asset portfolios
Working knowledge of economics, fixed income fundamentals, or portfolio management
Experience applying scenario-based decision making
Strong judgment and decision‑making skills
Solid understanding of investment compliance frameworks
Core Competencies
Demonstrates expertise in transition management and portfolio execution, with a strong focus on optimizing costs, risks, and market impacts. Proficient in leading multi‑asset portfolio transitions and applying scenario‑based decision making within investment operations.
Certifications & Qualifications
Bachelor's Degree
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Vice President, Portfolio Events – Transitions Manager
Jobtailor · California, MO, USA ·
- Pay:
- 150.000 - 210.000
- Job type:
- Full Time