The Apex Group is one of the world’s largest fund administration and middle office solutions providers with a global presence and over 13,000 employees across 112 offices
Job Summary
The Apex Group is one of the world’s largest fund administration and middle office solutions providers with a global presence and over 13,000 employees across 112 offices.
The role involves working individually and as part of a team to manage fund investor relations, fund documentation, AML/KYC processing, and ensuring compliance with regulatory guidelines.
The company offers support to develop unique skills and encourages employees to be positive disrupters turning big ideas into industry-changing realities.
Matching Summary
The Apex Group is one of the world’s largest fund administration and middle office solutions providers with a global presence and over 13,000 employees across 112 offices.
Skills & Requirements
Must-have
AML/KYC processing knowledge
Transfer Agency functions expertise
Investor onboarding and registry management
Fund documentation and investor communications
Coordination with operations and CRM teams
Fund audit and compliance support
Nice-to-have
Leadership qualities for small team assistance
Knowledge of Bermuda and BVI AML/KYC laws
Basic understanding of fund structures and accounting
Good command of English and communication skills
Experience with Metrosoft screening and FATCA/CRS filings
Ability to participate in automation and special projects
Key Requirements
3+ years experience in Transfer Agency
Knowledge of AML/KYC laws and guidelines
Experience in investor onboarding and share registry dealings
Ability to manage fund audits and TA related PBC requirements