About this role
As an Investment Transition Consultant, you will partner with clients and internal teams to manage complex asset movements and portfolio restructuring events. You will evaluate portfolio impacts, identify risks, and develop solutions to ensure investment objectives are met through disciplined execution and operational excellence. This role is key to bridging investment strategy and implementation, while also serving as an investment resource for internal partners and mentoring junior colleagues.
What we are looking for 6
- Advise clients on asset allocation, portfolio construction, and fund selection
- Conduct investment reviews and share findings with clients and governing bodies
- Collaborate with internal partners to develop and deliver client strategies
- Maintain in-depth understanding of investment industry, market conditions, and competition
- Lead initiatives to enhance transition consulting capabilities and client offering
- Manage cross-functional projects to improve processes and client outcomes
Work authorization
- No visa sponsorship is available.