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Senior Operations Manager – Transfer Agency

Apex GroupApex Group·Financial Services

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Posted

67 days

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About the role

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Senior Operations Manager – Transfer Agency

General description of the job

The role is accountable for the operational functions; staff management, development of the team and change management;

Responsibilities:

  • Responsible for all aspects of investor transaction processing, reporting and dealing with ad hoc client requests;

  • To manage operational processes and deliveries for allocated clients from pre-launch to liquidation;

  • Ensure team operates within a clearly defined, documented and tested control environment;

  • Establish and maintain effective working relationships internally and externally;

  • Identify areas for improvement in processes, personnel and structure;

  • Manage multiple client relationships ensuring constant liaison with both the client and the relevant RM and TA VP ensuring consistency and clarity of service;

  • Ensuring that all AML and FATCA /CRS requirements are adhered to;

  • Actively participate in planning Key Performance Indicators for the team;

  • To manage and contribute to the appraisal process and staff development;

  • Managing projects as directed by senior management – providing weekly updates at a minimum and as often as required by VP;

  • Being involved in Ad hoc User Acceptance Testing (UAT) as necessary in the implementation of new projects, systems and system enhancements;

  • Coordinating new client on-boarding in partnership with the Integration Team;

  • Completion of accurate capacity analysis;

  • Driving a solution focused team and encouraging a positive working environment;

  • Exercise operational oversight within the team and make sound operational decisions;

  • Create an environment that is flexible and adaptable and be a champion of change;

  • Initiate and oversee tasks within a continuous improvement drive to ensure that the organization is efficient and seen as client and quality driven;

  • Ability to effectively work with all levels within the organization.

  • Reporting internally to Head of Operations Apex Bulgaria & Head of EMEA Transfer Agency - India;

  • Any other duty which is instructed directly by the managing directors in accordance with Article 6.2 of the employment agreement.

Communication:

Manager, Transfer Agency works in direct contact with members of Apex Fund Services Transfer Agency staff and customers under the supervision of the Management and Managing Directors.

Experience and Knowledge:

  • University degree in Economics;

  • 7+ years of relevant industry/ specialist experience

  • Proficiency in English;

  • Very good computer literacy;

  • Excellent organizational, planning and co-ordination skills;

  • A very strong understanding of fund legal structures and the fund administration business;

  • Strong leadership skills with demonstrated ability to drive change;

What you will get in return:

  • A high level of visibility within a large organization on an upwards trajectory.

  • Opportunity to work with a diverse, agile, and global team.

  • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

  • The opportunity to innovate, bring discipline to brand activity and really make a difference.

  • Work for a fast developing and one of the world’s leading independent fund administrators.

  • Opportunities for professional development.

  • Competitive remuneration package including various benefits.

  • Positive and hospitable work environment.

  • Office location on communicative place at Sofia city center in modern office building.

  • A genuinely unique opportunity to be part of an expanding large global business.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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Aplyr's read

Apex Group is a dynamic player in financial services, linking investors with opportunities through innovative capital introduction and investment management solutions.

Synthesized from recent postings & public sources

What's promising

  • Apex Group offers diverse roles, from technical positions to client-facing roles, indicating a broad operational scope.
  • The company emphasizes innovative solutions in capital introduction, appealing to those interested in cutting-edge financial services.
  • Apex Group's global presence provides employees with opportunities for international exposure and career growth.

What to watch

  • Limited public information about company culture may concern potential applicants seeking a transparent work environment.
  • The specialized nature of roles may not suit those seeking entry-level positions or career changes.
  • Rapid industry changes in financial services could pose stability risks for employees.

Why Apex Group

  • Apex Group focuses on connecting investors with opportunities, setting it apart from traditional financial service providers.
  • The company's emphasis on capital introduction services is a distinctive aspect of its business model.
  • Apex Group's diverse role offerings suggest a commitment to comprehensive financial solutions.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Apex Group

Apex Capital Introduction Services provides innovative solutions for capital introduction and investment management, focusing on connecting investors with investment opportunities.

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