Geneva/paxus/efront/yardi/allvue/investran systems
Client onboarding and integration projects
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Apex Group is seeking a Client Implementation Specialist with over 12 years of experience in fund administration and technology for their Fund Integration Team in Pune, India. The role involves onboarding and integrating various fund structures while managing stakeholder relationships and enhancing automation processes.
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Job Summary
Lead client onboarding and fund integration projects across closed-ended and open-ended platforms.
Act as a techno-functional liaison between clients, onboarding teams, and technology teams.
Write and maintain automation scripts and reporting templates to improve onboarding efficiency.
Matching Summary
Match Score: 75
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Apex Group is seeking a Client Implementation Specialist with over 12 years of experience in fund administration and technology for their Fund Integration Team in Pune, India. The role involves onboarding and integrating various fund structures while managing stakeholder relationships and enhancing automation processes.
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Skills & Requirements
Must-have
Fund administration and technology expertise
Geneva/Paxus/Efront/Yardi/AllVue/Investran systems
Client onboarding and integration projects
Data migration and reconciliation
Automation and reporting development
Closed-ended and open-ended fund structures
Nice-to-have
Techno-functional liaison skills
Stakeholder management
Process improvement initiatives
Continuous learning and adaptation
Key Requirements
12+ years of experience
Fund administration, integration, or financial systems experience
Strong techno-functional expertise
Proven experience in onboarding, data migration, and automation/reporting development
Solid understanding of fund structures and operations
Excellent communication and stakeholder management skills
Proficiency in Excel and scripting/reporting tools