Transitions Associate

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.

• 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 think
  
  Folio (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 control 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).

• Bachelor’s degree in finance, accounting, business, economics or equivalent work experience.
• Five years of industry experience in an asset management, broker/dealer or custodian account administration setting.
• Prior Middle Office or Operations experience strongly preferred, including transitions/account setup and portfolio reference data stewardship.
• Familiarity with a broad range of investment products (corporate bonds, treasuries, FX, private assets/alternatives and derivatives).
• Hands‑on experience with systems supporting portfolio management, accounting and custody operations; experience with PAM/PAM+M, Aladdin and/or think
  
  Folio a strong plus.
• Experience coordinating and delivering projects across functional areas; comfort working with engineering/product on change requests, UAT and rollout (Jira exposure a plus).
• Strong organizational skills with the ability to independently drive multiple parallel onboarding events to completion under tight deadlines.
• Positive team player who is comfortable with ambiguity and proactive about clarifying requirements and risks.
• Technology skills: intermediate to advanced Excel; SQL or Python for data validation and control checks a plus.
• Excellent attention to detail, documentation discipline (procedures, evidence) and audit readiness mindset (SOC1/SOX).
• Strong written and verbal communication skills; able to tailor updates for clients and various business stakeholders.
• Demonstrated ability to prioritize, elevate appropriately and independently manage competing priorities.

Apollo is a high‑growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk‑reward spectrum from investment grade credit to private equity. For more than three…