IGA is partnered with one of our long-standing clients — a UK-based investment advisory and management firm — to grow their specialist Investment Transitions team.
We’re looking for an experienced and confident asset transitions specialist who is ready to step into a senior role with leadership responsibilities, technical oversight, and the chance to drive process improvements in a purpose-driven, people-first organisation.
Do you have extensive experience managing asset transitions — from manager changes to buy-ins, insurance transactions, and platform restructures?
Are you looking for a role that offers autonomy, visibility, and the opportunity to lead within a collaborative team?
If so, this could be your next move.
The Firm
Our client is a respected, mission-led investment and advisory business supporting institutional clients. They're known for their expertise across pensions, risk, and detail centric solutions, and have a strong track record of improving long-term financial outcomes for clients.
The Transitions team plays a pivotal role — delivering complex asset transitions with precision, transparency, and care. Whether it's a buy-in or buy-out, pooled fund restructure, or platform move, they manage these events with rigorous attention to detail and deep technical knowledge.
You’ll be joining a collaborative and growing team within a firm that places real emphasis on integrity, quality, and innovation.
In this role, you will:
* Lead the delivery of complex transition projects — from insurance transactions and manager changes to in-specie transfers and custodian/platform restructures
* Take ownership of buy-in and buy-out transitions, delivering within strict timeframes
* Provide technical leadership — mentoring, training, and guiding junior colleagues within the team
* Oversee and review project plans, documentation, instructions, and audit trails for large-scale transitions
* Develop and refine transition policies, procedures, and tools to drive continuous improvement
* Act as a key relationship manager with investment managers, custodians, platforms, and internal stakeholders
* Support business development efforts, including attending client meetings and pitches
* Contribute to the firm’s research and thought leadership in transitions — e.g. on FX, custody, or transition manager strategy
* Own project budgets, scopes, and fee quotes — ensuring effective cost management
Who we’re looking for:
* Extensive experience in asset transitions — ideally within an investment consultancy, asset manager, or pension scheme
* Deep technical understanding of transition mechanics and project management
* Strong analytical, numerical, and risk assessment skills
* Proven ability to produce or review clear, detailed documentation and instructions
* Comfortable leading and developing teams — with experience coaching or mentoring others
* Excellent communication skills — able to explain complex issues clearly and confidently
* A proactive, organised mindset — with the ability to manage multiple high-pressure projects
* Someone who takes ownership, works collaboratively, and delivers consistently high-quality outcomes
Why this stands out:
* Trusted, repeat client: This is a firm we know well and have placed with successfully — they value their people and offer real development Stretch and exposure
* You'll work on complex, high-impact strategies in an environment that values quality and innovation Supportive team
* A flat structure where your input is valued and your growth is actively supported Purpose-led: Be part of a mission-driven firm delivering long-term value for clients and society
If this sounds like a fit, reach out to Oliver Clark for a confidential conversation — either via LinkedIn or at oclark@igatalent.com.
We look forward to hearing from you.