UK Transition Specialist

Job description

Transition Specialist Aon are currently recruiting a Transition Specialist to join our team in London. The Investment Transition Specialist will be primarily focused on transition management exercises covering our UK Retirement & Investment Business. Your primary objective is to assist in the oversight of the transition process in the UK ensuring advice provided to clients appropriately addresses the key risks inherent in transitioning client portfolios across all asset classes.
Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like

• Recommending optimal transition strategies that minimise costs and risk;
• Evaluate the need for an external transition manager;
• This will include evaluating managers through ongoing 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 Hewitt clients;

How this opportunity is different This role will provide the opportunity to work directly with our vast Advisory and OCIO client base and internal teams to supervise the asset transition process across the UK practice. This is a critical role within Aon that will allow you to lead from day one and gain exposure across multiple teams within our business. This role is critical to the growth and success of Aon and the work with do within the Wealth business.
Skills and experience that will lead to success

• Experience in working on in-house Transition exercises and/or working with external Transition Managers preferable;
• Good investment knowledge and experience in 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 timeframes 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;
• FIA/CFA and/or equivalent preferred;
• Strong 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;

How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, 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, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

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, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace
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Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]

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