Transitions Associate

Role Overview

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Position Overview

Apollo Insurance Solutions Group is seeking a Transitions Associate. This is an exciting opportunity for a business associate with financial services industry experience to work in a fast-paced environment that provides opportunity for learning and growth. The Transitions Associate acts as a liaison between many internal and external stakeholders to support business operations. An ideal candidate will demonstrate meticulous attention to detail, strong analytical skills, effective time management, excellent written and verbal communication abilities, and a high degree of adaptability.
 

Position Responsibilities:

Maintain and operate the firm’s portfolio onboarding workflow in POint: the firm’s proprietary source for portfolio reference data. 
Create, maintain, and close portfolios in the firm’s order management, accounting, and analytics platforms, including State Street’s ePAM/PAM+M (Accounting), Aladdin (Portfolio Toolkit/Explore), and thinkFolio (Markit OMS); validate hierarchy placement and downstream linkages per control procedures.
Coordinate legal entity, portfolio tree, and client view placement in Aladdin based on inputs from Client Service, Allocations, and Third‑Party Cash Management; document and evidence changes for audit (SOC1/SOX).
Manage communication of portfolio setup and changes to business partners to anticipate and mitigate downstream impacts across the organization.
Interface with accounting teams on general ledger mapping and chart‑of‑accounts alignment during month‑end close and onboarding, including PAM/PAM+M account structures.
Execute and track onboarding events and data change requests; monitor status, collect sign‑offs, attach evidence, and close events to controls standards.
Contribute to control environment and audit readiness: maintain procedures, provide evidence for audits, participate in issue response, and close remediation items.
Partner with product/engineering to propose and test process and system enhancements (e.g., workflow, data quality checks, automation); provide structured feedback and UAT sign‑off.
Coordinate 3rd party, client, and cedent onboarding across internal and external stakeholders and applications (Investment Teams, Client Relationship/Support, Compliance, Investment Accounting, Legal, Trade Support, Technology & Data Office; custodians/administrators).