Senior Associate

Apex Group

Pune, India
Aml quality reviews for multiple entity types
Working knowledge of screening tools
Experience in transfer agency processing
The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over circa 13,000 employees across 112 offices worldwide

Job Summary

  • The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over circa 13,000 employees across 112 offices worldwide.
  • The role involves performing quality reviews based on AML policies, providing feedback and coaching, and working with various international AML guidelines and screening tools.
  • This position offers exposure to all aspects of the business, cross-jurisdictional experience, and direct interaction with senior management.

Matching Summary

The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over circa 13,000 employees across 112 offices worldwide.

Skills & Requirements

Must-have

  • AML quality reviews for multiple entity types
  • Working knowledge of screening tools
  • Experience in Transfer Agency processing
  • Strong Microsoft Excel skills
  • FATCA/CRS reporting knowledge
  • Ability to work flexible shifts

Nice-to-have

  • Presentation skills
  • Positive attitude and team spirit
  • Cross-jurisdictional service experience
  • Strong communication and interpersonal skills
  • Innovative and creative thinking
  • Ability to work independently and in groups

Key Requirements

  • 1-10 years relevant experience
  • Bachelor’s degree in commerce desired
  • Prior Transfer Agency processing experience required
  • Flexible to work any shift as per business needs

Work Rights

Not specified

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