Portfolio Lifecycle Events Management – Transitions
PIMCO
full-time
Posted on:
Location Type: Office
Location: London • United Kingdom
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About the role
- Attend meetings with Clients, Account Managers, Account Associates and Transitions colleagues to capture and document client requirements
- Serve as the central coordination point across PIMCO teams
- Maintain ongoing tracking of all portfolio events
- Perform post‑implementation oversight
- Manage and coordinate requests from Portfolio Managers or trade floor teams
- Lead post‑event review sessions with stakeholders
- Execute additional day‑to‑day operational tasks as required
Requirements
- Bachelor’s degree in a Finance‑related field preferred
- Approx. 5–7+ years’ experience in transitions within an asset manager or custodian
- Exposure to client reporting, valuations, cash flow management or market claims is beneficial
- Experience in client relationship management and/or project management
- Familiarity handling regulatory requirements and requests
- Excellent communication skills
- Strong analytical thinking and problem‑solving capability
- Highly organised and proactive
- Proficiency in IT skills, including intermediate Excel; coding skills are a plus
- Proficiency in German and/or Italian is preferred but not essential
Benefits
- Equal Employment Opportunity and Affirmative Action
- Reasonable accommodation for qualified individuals with disabilities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Excelclient reportingvaluationscash flow managementmarket claimsproject managementregulatory requirementscoding skills
Soft Skills
communication skillsanalytical thinkingproblem-solvingorganisedproactive
Certifications
Bachelor’s degree in Finance