Senior Analyst - Open Ended Fund Integration

Apex Group Ltd

Bangalore, India
On-site
Open-ended transfer agency integration
Investor onboarding and migration
Aml & kyc compliance
The successful candidate will join the Open-Ended Transfer Agency Integration team, closely collaborating with Global Client Service Managers on fund administration setup and integration

Job Summary

  • The successful candidate will join the Open-Ended Transfer Agency Integration team, closely collaborating with Global Client Service Managers on fund administration setup and integration.
  • Responsibilities include investor setup, quality reviews for entity types, KYC requirements, FATCA/CRS tax form validation, and onboarding/migrating investor data.
  • Apex Group offers a global platform to thrive, opportunities to supercharge unique skills, and the freedom to turn big ideas into industry-changing realities.

Matching Summary

The successful candidate will join the Open-Ended Transfer Agency Integration team, closely collaborating with Global Client Service Managers on fund administration setup and integration.

Skills & Requirements

Must-have

  • Open-Ended Transfer Agency Integration
  • Investor Onboarding and Migration
  • AML & KYC Compliance
  • FATCA/CRS Tax Form Validation
  • Hedge Fund Administration Experience

Nice-to-have

  • Positive Disrupter Mindset
  • Global Stakeholder Collaboration
  • Critical and Objective Thinking

Key Requirements

  • 4+ years of relevant experience
  • Bachelor's degree in commerce desired
  • Proficiency in advanced Excel functions
  • Experience with onboarding process
  • Work additional hours as needed

Work Rights

Not specified

Tailored Resume

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