Portfolio Lifecycle Events Management (Transitions)

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.  We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Overview

The Transitions Manager will join the Client Management Operations team and play a key role in supporting the European Transitions Lead and broader operations team. This position is responsible for coordinating and executing a wide range of operational activities related to portfolio events for EMEA discretionary accounts and funds. The role requires strong communication, project management, and stakeholder‑coordination skills to ensure seamless execution of portfolio changes and an excellent client experience.

Key Responsibilities

• Attend meetings with Clients, Account Managers, Account Associates and Transitions colleagues to capture and document client requirements for:

  • New separately managed account (SMA) setups

  • Custodian transitions

  • In‑kind transfer events

  • Benchmark changes

  • New market openings

  • Trading counterparty changes

  • SMA terminations

• Serve as the central coordination point across PIMCO teams, ensuring clients receive timely updates and a clear escalation path for queries.

• Maintain ongoing tracking of all portfolio events; identify delays, complexities, or risks, and coordinate with internal teams to adjust timelines or terms as needed.

• Perform post‑implementation oversight, ensuring issues are logged, monitored, and resolved.

• Manage and coordinate requests from Portfolio Managers or trade floor teams for:

  • New market approvals

  • New trading counterparties or clearers

  • New securities

• This includes liaising with clients to obtain required authorizations and guiding internal teams through completion.

• Lead post‑event review sessions with stakeholders to capture lessons learned and drive continuous improvement.

• Execute additional day‑to‑day operational tasks as required.

Requirements & Qualifications

We are seeking an exceptional candidate with deep operational expertise, strong client‑facing skills, and a proven ability to manage complex, multi‑stakeholder transitions. The ideal profile includes:

• Bachelor’s degree in a Finance‑related field preferred, with a strong interest in the asset management industry.

• 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, with familiarity handling regulatory requirements and requests.

• Excellent communication skills with the ability to adapt messaging for different internal and external audiences.

• Strong analytical thinking, problem‑solving capability, and the ability to learn new processes quickly.

• Highly organised, proactive, and able to work autonomously while managing multiple priorities and tight deadlines.

• Proficiency in IT skills, including intermediate Excel; coding skills are a plus.

• Naturally inquisitive with a desire to continuously build operational expertise and become a subject‑matter expert.

• Strong alignment with PIMCO’s culture, values and collaborative approach.

• Proficiency in German and/or Italian is preferred but not essential.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.