Vice President, Portfolio Events & Transitions Manager

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

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.

Location

Newport Beach, CA

Responsibilities

The key responsibilities include, but are not limited to:

Transition Execution & Planning

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

Stakeholder Coordination & Execution

Act as the central point of coordination across Trading, Portfolio Management, Legal, Operations, Compliance, and external counterparties

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

Risk & Cost Management

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

Process Improvement & Operating Discipline

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

Qualifications

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 objective

Ability to evaluate second-order impacts of decisions, including opportunity cost, timing risk, unintended exposures, and downstream operational implications

Strong judgment and decisio…