Investment Portfolio, Transition Management Specialist

Aon is looking for an Investment Portfolio Transition Management Specialist in Bannockburn, IL or Chicago, IL

We’re hiring!

Aon is currently recruiting an Investment Portfolio Transition Management Specialist to join our team in the Bannockburn, IL or Chicago, IL office, with a hybrid schedule. The Investment Portfolio Transition Management Specialist will be primarily focused on transition management exercises covering our North American Retirement & Investment Business supporting both our OCIO and Advisory clients. Your primary objective is to assist in the oversight of the transition process in North America ensuring advice provided to clients appropriately addresses the key risks inherent in transitioning client portfolios across all asset classes.

• Recommending optimal transition strategies that minimize costs and risk
• Evaluate the need for an external transition manager
• Assist in recommending which external transition manager to use where appropriate
• This will include evaluating managers through on‑going due diligence including write‑ups, meetings, conference calls and onsite visits
• Maintain knowledge of developments within the transition management industry
• Remain abreast of regulatory developments that may impact transition events
• Assist client consultants in deciding the right course of action for each transition
• Draft direction letters and review pre‑ and post‑trade reports where needed
• Provide oversight and support during transition when needed
• Maintaining log of transition activity conducted on behalf of Aon clients
• Help with consultant and client education on transitions

• Experience in working on in‑house Transition exercises and/or working with external Transition Managers is preferable
• Good investment knowledge and experience in the investment industry
• Knowledge of operational aspects of different investment account structures including pooled, segregated and international account structures
• Understanding of how to maintain market exposure through matching liquidity time frames and/or derivatives preferable
• Familiarity with the role of custodians/trustees in opening accounts, safekeeping assets, accounting/reporting, settling trades, use of sub‑custodians in international markets
• Outstanding project management skills with the ability to work independently on a variety of projects, receive instructions from a number of people and meet project deadlines
• Excellent oral and written communication skills
• Excellent interpersonal skills and a team player
• Excellent time management, local organization and ability to prioritize tasks
• Attention to detail
• Ability to self‑manage
• Calm under pressure
• Influencing, persuading and negotiating skills

Meeting Facilitation, Portfolio Management, Process Improvements, Project Management, Quality of Service, Sales, Business Development, Strategic Consulting, Client Relationship Management, Customer Relationship Management, Market Research

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self thermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are…