What are the responsibilities and job description for the Transitions Associate position at Apollo?
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).
Qualifications & Experience
Requirements:
- 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 thinkFolio 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, escalate appropriately, and independently manage competing priorities
About Apollo
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 decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of September 30th, 2025, Apollo had approximately $840 billion of assets under management. To learn more, please visit
www.apollo.com
.
Our Purpose & Core Values
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
- The leading provider of retirement income solutions to institutions, companies, and individuals.
- The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
- A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
- Outperform expectations
- Challenge Convention
- Champion Opportunity
- Lead responsibly
- Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
Our Benefits
Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family.
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.
Pay Range
$115,000 - $125,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
Salary : $115,000 - $125,000
