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.
The role involves working extensively with global teams to fulfill KYC requirements, performing quality reviews, and validating tax forms for CRS and FATCA operations.
Apex Group offers a unique opportunity to be part of a niche team, gain exposure to all aspects of fund administration across jurisdictions, and access global stakeholders.
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
Transfer Agency business domain knowledge
AML guidance for multiple jurisdictions
FATCA/CRS reporting knowledge
Investor onboarding and migration
Hedge Fund administration experience
Nice-to-have
Ability to think critically and objectively
Positive disrupter mindset
Self-dependent individual contributor
Advanced Excel functions proficiency
Key Requirements
4+ years of relevant experience
Bachelor's degree in commerce desired
Experience with screening tools (World Check, Pythagoras, Lexus-Nexus)
Exposure to accounting platforms (Paxus/Geneva/Investone/Nexus) is an advantage