Vice President, Portfolio Events & Transitions Manager

Overview

We are seeking a Portfolio Events & Transitions Manager to join the Transitions team. This team serves as a central operational function overseeing the portfolio event lifecycle process including onboarding new accounts, terminations, in‑kind transfers, and portfolio modifications. The team plays a critical role in managing portfolio changes while minimizing cost, risk, and operational disruption.

In this role, you will lead a team in the end‑to‑end execution of portfolio transitions, ensuring events are delivered efficiently, with strong coordination across stakeholders and minimal risk or disruption. This role is highly hands‑on and requires strong judgment and end‑to‑end thinking across functions. You will operate at the center of the process, partnering closely with Trading, Portfolio Management, Legal, Compliance, and Operations to ensure separate account transitions are well‑structured, aligned to portfolio objectives, and executed with discipline and consistency.

You will take a holistic view across the platform, connecting decisions across functions, anticipating downstream impacts, and ensuring transitions are executed in a coordinated and optimized manner at the portfolio level, rather than within functional silos.

New York, NY or Newport Beach, CA

The key responsibilities include, but are not limited to:

• Lead end‑to‑end execution of portfolio events, including onboarding, restructures, fund changes, and terminations.
• Define and implement transition approaches based on portfolio characteristics, liquidity, and client objectives.
• Conduct pre‑transition analysis, including cost, liquidity, timing, and exposure considerations.
• Ensure transitions are structured and executed to optimize cost, risk, and market impact, while maintaining full compliance with investment guidelines, regulatory requirements, and client mandates.
• Act as the central point of coordination across Trading, Portfolio Management, Legal, Operations, Compliance, and external counter parties.
• Drive alignment on objectives, constraints, and execution approach.
• Manage timelines, dependencies, and issue resolution to ensure successful delivery.
• 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 (explicit and implicit), 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.

• Minimum of a bachelor’s degree required.
• 5‑15 years of experience in transition management, trading, portfolio management, or investment operations within an asset manager, transition 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, with the ability to assess how execution decisions impact exposure, cost, and client outcomes.
• 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, adapting transition strategies based on portfolio characteristics, market conditions, and client objectives.
• 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 evaluate trade‑offs, anticipate downstream impacts, and operate effectively under uncertainty.
• Solid understanding of investment compliance frameworks, including portfolio guidelines, regulatory…