Portfolio Transition Manager

Job Title: Portfolio Transition Manager
Contract Type: Permanent
Location: London, England
Salary: £65000.00 - £75000.00 per annum
Reference: BBBH21197_1556211118
Contact Name: Danielle Sherman
Contact Email:
Job Published: April 25, 2019 17:51

Job Description

One of my Asset Management clients is looking to create a new team within their London office and seeking a new Senior Portfolio Transitions Manager. This person will be responsible for working with all internal and external stakeholders in coordinating the end-to-end implementation of all major lifecycle events for client mandates and funds.


  • Be the main point of contact for all the market opening process and implementing improvements
  • Manage the onboarding of new client mandates, implement new funds and then continue to manage portfolio changes, new markets, closures etc
  • Liaise with all parties both externally and internally to ensure a smooth and efficient transition process
  • Responsible for sending regular, clear and detailed updates to the business with regards to the status of on-going transition activity
  • Coordinate Broker KYC and onboarding for DVP and OTC counterparts

Essential experience

  • Degree educated
  • At least 5 years' Asset Management industry experience in client onboarding and/or investment operations
  • Excellent understanding of client transition management, including operational processes, legal and regulatory risks, investment, market risk, working with external brokers, etc
  • Knowledge of market and broker onboarding and a familiarity of with KYC processes
  • Project Management experience beneficial