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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 Head of UK Advisory Sustainability &amp; ESG Advisory · London, United Kingdom · Holtara (Apex Group) About Holtara Our economic system has delivered unprecedented prosperity — but often at significant environmental and social cost. The time has come to forge a new path and transition to a more sustainable economy. Holtara is leading the way in building effective ESG &amp; sustainability programs, combining expert advisory with award-winning platforms. For over 15 years, we’ve empowered investors, managers, and companies to leave a legacy they can genuinely be proud of. As part of the global Apex Group, our 130-strong team spans Amsterdam, London, the US, Spain, and India — united by a shared ambition to drive meaningful change. We offer a unique combination of advisory and technology services across the investment lifecycle, helping businesses make a real impact today for a more sustainable tomorrow. The role We are looking for a senior leader to further build and lead Holtara’s UK advisory presence. This is a client-facing leadership role for someone who combines commercial drive, advisory credibility, team leadership and sustainability depth. We are not looking for a pure technical specialist, nor a traditional sales profile; we want a senior advisor who builds trust with clients, leads teams, wins and shapes work, and translates sustainability into practical business, investment and portfolio value. The role reports to the Global Head of Advisory and works closely with advisory leadership, Holtara.io, the Delivery Team and Apex Group colleagues. What you will do Client development &amp; growth Own and expand senior relationships with UK private markets investors, GPs, LPs, financial institutions, portfolio companies and corporates. Identify and convert advisory opportunities across ESG due diligence, climate transition, sustainability value creation, reporting, regulatory readiness, sustainable finance and impact. Act as senior sponsor for priority accounts, shape commercial propositions, and convert warm Apex referral channels into mandates. Represent Holtara at client meetings, roundtables and industry forums, building visibility in the UK sustainability and private markets ecosystem. Team leadership &amp; people development Lead, coach and develop consultants and senior advisors, with day-to-day guidance and feedback on client work. Build a high-performance, collaborative and inclusive culture, and set clear standards for advisory quality and commercial contribution. Delivery &amp; quality Act as engagement director or senior advisor on complex, strategic assignments, ensuring high-quality, on-time, commercially relevant delivery. Translate technical sustainability findings into board-level and investment-relevant insight, using Holtara methodologies, data and platform capabilities. Oversee work across ESG due diligence, climate and carbon, value creation, strategy, reporting, regulatory readiness, responsible supply chains, biodiversity, human rights and impact. Proposition development Translate bespoke advisory work into repeatable, platform-enabled propositions, playbooks and diagnostics across the investment lifecycle. Work with Holtara.io and technology colleagues to connect advisory expertise to platform features, data workflows and AI-enabled delivery. Contribute to thought leadership and Holtara’s market positioning. What you bring Experience. 8+ years in sustainability advisory, ESG, strategy consulting, private markets, responsible investment or a related field. Given the strategic nature of the role, experience advising clients on sustainability related regulatory developments and requirements is highly desirable. Client credibility. A strong record with senior clients — investment teams, operating partners, sustainability leaders, CFOs, CEOs, boards and financial institutions — and the ability to turn complex sustainability topics into commercial, investment-relevant narratives. Commercial track record. Demonstrated growth of relationships, accounts and revenue, working through warm networks and referral channels rather than cold outbound. Sustainability breadth. Working command of several of: ESG due diligence; sustainability strategy; climate and decarbonisation; ESG reporting and portfolio monitoring; SFDR, CSRD and EU Taxonomy; responsible supply chains, human rights and biodiversity; sustainable finance and impact. Senior judgement matters more than deep technical expertise in every area. Leadership. Proven ability to lead and develop teams in a global organisation, across cultures, time zones and levels of seniority. Technology mindset. Comfortable with data and platform-enabled advisory, and genuinely interested in AI-enabled delivery and scalable propositions. Profile. Strategic, commercial and practical, with strong executive presence; comfortable with ambiguity and change; motivated by building something better, not only maintaining an existing practice. Practical details Location. London \u002F United Kingdom — hybrid, with travel to clients and Holtara offices as needed. Reporting line. Global Head of Advisory, working closely with advisory leadership, the technology team, the Delivery Team and Apex Group. Education. Advanced degree in business, finance, economics, environmental science, engineering, sustainability or a related discipline preferred. Professional fluency in English required. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":265,"slug":266,"title":267,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":268},44454,"assistant-manager-apex-group-company-services-uk-limited","Assistant Manager","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 Role: Assistant Manager Role Location: Reading, Berkshire Department: Accounting &amp; Financial Reporting Reporting Lines: Manager \u002F Senior Manager \u002F Associate Director Employment Type: Permanent Role summary: As an Assistant Manager, you will take ownership of a portfolio of clients, leading the delivery of monthly management accounts and year-end financial reporting. You will support and mentor junior team members across global teams, provide technical accounting expertise, and ensure the smooth running of client operations, including payments and tax filings. Working closely with internal stakeholders and clients, you will play a key role in maintaining strong relationships, driving high-quality service delivery, and supporting the overall growth and efficiency of the business. Key responsibilities: Manage a portfolio of clients, taking ownership of monthly management accounts. Support and guide junior team members across global teams (Mauritius &amp; India). Provide technical accounting advice and assist with ad hoc projects. Oversee client payment processes. Collaborate with internal teams and build strong client relationships. Review and support tax filings (VAT, corporation tax, P11Ds, PSA). Lead year-end processes, including financial statements (UK GAAP &amp; IFRS) and audit coordination. Assist with billing, debt management, and team development. Skills &amp; experience required: ACA \u002F ACCA \u002F CIMA qualified with strong accounting knowledge. Experience in management accounts preparation, ideally in a multi-client environment. A high level of technical knowledge and ability to apply it in practical situations. Proactive, self-motivated, and able to manage priorities effectively Strong organisational skills with a focus on improving processes Excellent interpersonal skills with an ability to communicate effectively (written &amp; oral) at all levels, internally and externally Work together as a team, participate in open communication and contribute in meetings; supporting colleagues with a ‘can do‘ positive attitude and approach. Have an interest in business development and a desire to help the business grow. What you will get in return: Life Assurance 25 days of annual leave + bank holidays Income Protection EAP – Life wellbeing plan Pension Scheme and Health Care Scheme Positive and hospitable work environment. Opportunity to work with a diverse, agile and global team. Exposure to all aspects of the business and cross-jurisdiction. A genuinely unique opportunity to be part of an expanding large global business + more Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":270,"slug":271,"title":272,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":273},37042,"cass-sme-oversight-coagcsukl-apex-group-company-services-uk-limited","CASS SME Oversight","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 CASS SME Oversight– TRANSFER AGENCY Apex 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. Our single-source solution enables us to deliver an extensive range of services across the full value chain, to asset managers, capital markets, corporates and family offices. We have continually improved and evolved our capabilities to offer the broadest range of services in the industry; including capital raising and advisory services, fund services, super ManCo services, digital banking, depositary, custody, corporate services and a pioneering ESG Ratings and Advisory solution. Summary of the position Transfer Agency CASS SME (Subject Matter Expert oversight, in either our Chelmsford or Wimborne office. Outline of main duties and responsibilities The CASS SME Oversight Transfer Agency will be expected to: • To be a CASS (SME), to be the go to person both internally and externally · Oversee end to end workflows to ensure compliant with the client money rules across the business · Own and ensure the CASS framework is kept up to date on an ongoing basis • Mapping and maintaining the CASS Matrix against the CASS rules • Lead and Oversee CASS workshops, client visits and due diligences • To oversee that Aged Debtors are chased where applicable. • Oversee to ensure that all CASS requirements are met\u002Fsupplied in a timely fashion. • To ensure all daily internal and external client money reconciliations are completed accurately and timely, meeting all relevant CASS rule requirements. • To ensure shortfall\u002Fsurplus movements on settlements are covered\u002Fremoved in a timely manner. • To own and assist the CMAR returns ensuring completion for onward submission in a timely and accurate manner. • To oversee the end of day funding process ensuring all shortfalls covered and deposited to enable daily creation payments made to depositary within required timelines. • To oversee all relevant CASS procedures are regularly updated where applicable. • To oversee all relevant client money reconciliation breaks\u002Fdiscrepancies are investigated and resolved in an accurate and timely manner within 24hrs. • To ensure any regulatory CASS breaches are raised within the required timeframe ensuring that any resultant mitigation is suitably applied. · Support the sign off daily CASS reconciliation packs • To ensure\u002Fmaintain relationship with relevant parties with Transfer Agency sub-delegate. • Ensure agreed SLA and contractual deliverables are achieved whilst monitoring KPIs to ensure timely and appropriate resolution of any trends\u002Fperformance issues. • Support new business, client, and regulatory operational issues. • Understand industry changes and impact that will have on our TA business. • Identify and propose enhancements where processes can be streamlined to maximise efficiency. • Maintain issue logs, monitor trend analysis and attendance of internal and external review meetings. • Coordination of issue management when issues impact the delivery of TA services. • Assist with other ad hoc duties\u002Fprojects as required to ensure CASS considered throughout the scope to delivery Skills and experience required The successful candidate will meet the following requirements: Skills • Be able to work as a part of a team and show commitment in ensuring all deadlines are met. • Have suitable qualifications relevant to the duties and responsibilities listed above. • Excellent communication skills, both written and verbal • Is highly organised, efficient, and professional with a sense of urgency and good time management. • Has the ability to work well both under supervision as a member of a team, as well as independently • Is detail and quality conscious – accountable, responsible, and adaptable. • Very good awareness of FCA. • IOC competency preferred or a willingness to work towards qualification. Education and Experience • Have suitable qualifications relevant to the duties and responsibilities held. • 5 years min CASS experience highly desirable Reporting structure The CASS SME Oversight– Transfer Agency will report to the Head of Transfer Agency. Remuneration level Remuneration will be market related and commensurate with experience and seniority. In addition, the successful candidate will receive a competitive benefits package. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":275,"slug":276,"title":277,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":278},37119,"global-custody-analyst-scotland-coagcsukl-apex-group-company-services-uk-limited","Global Custody Analyst (Scotland)","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 Fully Remote | Full time 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 Apex Group is seeking to hire a Data Analyst for their Custodian Monitoring Service. We are a small team, working entirely from home, that deliver a range of monthly products to our clients. Our work is primarily based on the use of Excel to collate and clean our data and, as well as being proficient with Excel, our Analysts manage and maintain our relationships with our data providers. Given the nature of our work and our remote work locations we are looking for someone who is able to manage their own work with relatively little direct oversight and has the confidence to raise their hand when they need help. We also emphasise a no blame culture and that requires a level of maturity and self-confidence amongst our team that allows us to raise our hands when something goes wrong and say “That was me, this is what happened and this is how I think we can fix it and prevent it happening again.” Our products are primarily Custody and FX oriented, therefore experience in either or both of those will be an advantage. However, finding the right ‘fit’ is crucial and this experience can be built up over time. Given the range of data and sources we deal with, it is difficult to utilise a ‘one-size-fits-all’ approach to the data so there will be opportunities to develop new bespoke processes and redevelop existing processes to be more efficient and effective. Whilst we do have days when we all need to be online at the same time so we can work cooperatively, we are primarily focussed on the effective delivery of monthly work cycles so we do offer an element of flexible working. This is important as, sometimes, an urgent client need can require a longer day, but we strive to ensure that time can be taken back within as short a timeframe as possible. It also allows our team members to plan their time to maximise personal efficiency and effectiveness. We treat our staff as independent, responsible, decision-makers who, once trained and comfortable, will be able to manage their own workload. Overview of Daily Tasks Manage relationships with allocated custodian bank(s) and data vendors to ensure timely and accurate receipt of data required for monthly reporting cycle Detailed analysis and processing of received data and timely delivery of data to the Operations Manager Participate in detailed review of client reports produced to ensure accuracy Assisting with the production of client presentations as and when required Involvement in ad hoc tasks as and when required Responsibilities Strong relationships with data providers are essential and these need to be proactively managed Responsibility for ensuring output delivered is accurate and timely, without the need for daily supervision Ownership of the data analysis process and its outcomes Working closely with the other team members, despite the geographic distance, regularly initiating calls and participating in social interactions Requirements Multi-year experience working within asset servicing, fund management, financial services, custody, FX or similar OR A Postgraduate that utilised quantitative research methods with large datasets Strong working experience of Microsoft Excel Comfortable with learning new non-intuitive applications\u002Fprogrammes Beneficial Experience building data visualisation with PowerBi \u002F Tableau \u002F etc Skills Strong organisational and time management skills Independent thinking Ability to work alone or as part of a remote team Strong attention to detail Strong analytical skills Flexible and strong work ethic Strong communication and interpersonal skills 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. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":280,"slug":281,"title":282,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":283},44382,"team-assistant-apex-group-company-services-uk-limited","Team Assistant","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 Role: Team Executive Assistant Reporting to: Chief Business Officer Location: London Employment Type: Permanent Role Overview: We are looking for an Executive Assistant to provide high-quality administrative and organisational support to members of the Executive Committee. This role is responsible for ensuring efficient day-to-day operations, managing complex schedules, coordinating travel, and supporting key business processes. We are looking for an individual who is highly organised, proactive, and capable of managing multiple priorities in a fast-paced environment. Key Responsibilities: Provide administrative support to multiple Executive Committee members Manage complex diaries, including scheduling meetings across multiple time zones. Coordinate internal and external meetings. Arrange and manage end-to-end travel bookings, including multi-destination itineraries. Coordinate accommodation, transport, and visas where required Prepare and submit expense reports on behalf of Executives via Workday Ensure expenses are processed accurately and maintain compliance with company expense policies Support Executives with system-related administrative tasks including approvals in our Workday system. Act as a key point of contact between Executives and internal\u002Fexternal stakeholders Maintain confidentiality and handle sensitive information and tasks. Support with ad hoc requests on a daily basis. Skills &amp; Experience needed: 1–2 years experience in a Team Assistant, Personal Assistant, or Executive Assistant role Experience supporting multiple senior stakeholders and Executives Proven experience managing complex diaries across multiple time zones and scheduling. Experience using Workday (or similar systems) for expenses and approvals Strong experience in preparing and processing expense reports Experience booking multi-destination and international travel Excellent written and verbal communication skills Strong organisational skills with high attention to detail Ability to prioritise and manage multiple tasks effectively Proactive, adaptable, and solutions-oriented mindset High level of professionalism, reliability and responsiveness. What you will get in return: 25 days annual leave + public holidays Private Medical Cover (Employee only) Income protection Life Assurance Pension plan included Opportunity to work with a diverse, agile and global team. Exposure to all aspects of the business and cross-jurisdiction. A genuinely unique opportunity to be part of an expanding large global business + more Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":285,"slug":286,"title":287,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":288},22641,"investment-risk-oversight-apex-group-company-services-uk-limited-2","Investment Risk Oversight","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 Department: Third Party Delegate &amp; Distributor Oversight Reports to: Head of Investment Management Oversight Location: Hamilton Centre, Rodney way, Chelmsford CM1 3BY Purpose of the Role: We are seeking a highly motivated and detail-oriented Investment Risk Oversight professional. You will assist in the management and delivery of an effective Investment Management Oversight programme of Apex FundRock Ltd and FundRock Partners Ltd (together “Apex FundRock”) fund hosting operation. You will work in a team responsible for monitoring and analysing investment risk exposures across portfolios and ensuring compliance with regulatory and prospectus risk limits. The role covers the oversight of existing and potential investments held by delegated investment managers, the management of external monitoring requirements of trustees\u002Fdepositaries, fund auditors, internal audit and the regulator, and facilitation of review, reporting and escalation requirements to various governance committees. The ideal candidate will have strong knowledge of post-trade risk monitoring, analysing global exposure, calculating Value-at-Risk (VaR), AIFMD leverage requirements and liquidity risk management and best practices in portfolio risk governance. The candidate must demonstrate good understanding of various asset types including Bonds and Derivatives, investment operations and experience working with asset managers, custodians and other key stakeholders. Key Responsibilities: · Global Exposure and AIFM Leverage Monitoring – Calculate and monitor global exposure of funds using both commitment and VaR methods. Ensure accurate leverage calculations under AIFMD regulations including both Gross and Commitment methodologies. Monitor fund compliance with regulatory and prospectus thresholds. · Value-at-Risk (VaR) – Perform VaR calculations and review using MSCI Risk Metrics or any other third-party system. · Liquidity Risk Management – Monitor and assess portfolio liquidity profiles, including asset and liability liquidity mismatches. Conduct liquidity stress testing and scenario analysis in accordance with regulatory requirements (e.g. AIFMD, FUNDS, UCITS etc. Liquidity Rule. Monitor liquidity buffers and redemption profiles to support liquidity risk oversight. · Risk Reporting – Generate regular and ad-hoc risk reports for senior management and governance committees. Enhance risk reporting process, implement and support automation for reporting efficiencies · Post-Trade monitoring – Conduct daily post-trade (FCA COLL - Investment &amp; Borrowing Powers) analysis of portfolios to ensure adherence to risk limits and guidelines. Identify, assess and escalate breaches or risk limit exceptions and support resolution. · Due Diligence &amp; Risk Assessment – Conduct initial and ongoing due diligence visit &amp; reviews to assess investment managers’ operational and compliance capabilities. Review and assess investment policies, governance structures and regulatory compliance. Develop and maintain close working relationships with delegated investment managers; · Regulatory Compliance - Ensure that funds comply with regulatory, scheme documentation investment limits and eligibility assessment. Review, analyse and report to all parties breaches of any risk limits. · Deal with routine and ad hoc queries from sponsors, investment managers, depositaries and other third parties; · Liaise with appropriate firms who support the team: e.g. custodians, fund accountants, fund auditors and lawyers, as directed; · Keep abreast of regulatory change. Key Attributes and Qualifications: · Degree educated in Finance, Economics, Mathematics with further professional qualifications (e.g. IOC, IMC) an advantage; · A minimum of 3 - 5 years’ experience of working in financial services in investment risk oversight, liquidity risk or asset management risk functions. · Excellent knowledge and experience of the UK regulatory environment and rules prescribed in the FCA Handbook, in particular the, CIS, COLL, FUND, COBS and SYSC sourcebooks; and demonstrate knowledge of international investment regulations e.g. ESMA, AIFMD etc. · Demonstrate good communication skills, both written and oral and be able to converse internally and externally with personnel at all levels; · Independent thinking to find efficient and innovative ways to solve problems; · Meticulous attention to detail; · Proficiency in investment monitoring systems, liquidity and risk analytics tools, compliance platforms e.g. MSCI Risk Metrics; High Wire, Charles River or Aladdin · Proficiency in Excel is a requirement. In addition, an understanding of data analysis tools \u002F methodologies (e.g. macros, Python, SQL, VBA) is a plus · Ability to function in a dynamic and ever-changing environment; · Strong multi-tasking abilities; able to juggle conflicting priorities; · Have a proven hands-on attitude, be flexible and adaptable; · Observation of proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties; · Respect the Apex FundRocks’ approach to client care and demonstrate due regard to the interests of the clients in any and all third party dealings; · Good IT skills – intermediate Excel, Word, PowerPoint, Outlook; The aim of the job description is to indicate the general purpose and level of responsibility of the role. Please be aware that duties may vary from time to time without changing their character or general level of responsibility. Duties may be subject to periodic review by Senior Management (in consultation with the employee) to reflect the changing needs of the company. The above list of duties is not exclusive or exhaustive and the employee will be required to undertake such tasks as may reasonably be expected and at the discretion of the company. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":290,"slug":291,"title":292,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":293},22658,"global-head-of-procurement-apex-group-company-services-uk-limited","Global Head of Procurement","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 Global Head of Procurement London Position Summary The Global Procurement Director will be responsible for defining and executing Apex’s global procurement strategy across all regions and categories, with a strong focus on technology, professional services, and operational spend. Role will be responsible for overseeing all purchasing activities, managing vendor relationships, and implementing best-in-class procurement policies and systems. This role is critical in ensuring the efficient acquisition of goods and services, driving cost savings, mitigating supply chain risks, and supporting the company's overall strategic objectives. This position plays a critical role in ensuring cost optimization, regulatory compliance, and risk management while enabling digital transformation and supporting strategic business objectives. Key Responsibilities Strategy &amp; Leadership Develop, implement, and manage a global\u002Fregional procurement strategy that aligns with the company's financial and operational goals and regulatory requirements. Lead, mentor, and develop the procurement team, fostering a culture of high performance, collaboration, and continuous improvement. Establish and monitor key performance indicators (KPIs) for the procurement function, focusing on cost reduction, quality, and supplier performance. Establish procurement policies, standards, and governance frameworks to ensure compliance across all jurisdictions. Sourcing &amp; Category Management Direct all strategic sourcing activities across all categories Conduct complex negotiations with key suppliers to secure optimal terms, quality, service levels, and pricing. Oversee the Request for Proposal (RFP) process, ensuring rigorous and objective supplier evaluation and selection. Implement best practices in spend analysis and category management to identify and realize cost-saving opportunities. Risk &amp; Compliance Develop robust supplier risk management protocols to ensure continuity of supply and compliance with all relevant regulations and ethical standards. Ensure all procurement activities adhere to internal controls, company policies, and external regulatory requirements. Ensure compliance with financial services regulations (FCA, SEC, GDPR, SOX) and internal risk frameworks. Oversee third-party risk management programs, including due diligence, ongoing monitoring, and remediation plans. Manage the contract lifecycle, ensuring favorable terms and conditions are maintained with all critical vendors. Collaborate with Legal, Risk, and Compliance teams to mitigate operational and reputational risks. System &amp; Process Improvement Identify, evaluate, and implement procurement technologies (e.g., P2P systems, e-Sourcing tools) to enhance efficiency and transparency. Drive data-driven decision-making through spend analysis and predictive modeling. Streamline and standardize procurement processes across all business units. Drive the adoption of sustainable and ethical sourcing practices throughout the supply chain. Cost Optimization &amp; Value Creation Deliver cost savings and operational efficiencies through strategic sourcing, category management, and supplier consolidation. Implement performance metrics and KPIs to measure procurement effectiveness and supplier performance. Stakeholder Engagement Act as a trusted advisor to senior leadership on procurement strategy, risk, and cost optimization. Build strong relationships with internal stakeholders across Finance, Operations, IT, and Legal to ensure alignment and collaboration. Education: Bachelor’s degree in Business, Finance, Supply Chain, or related field. Extensive experience in procurement or supply chain management, with at least 5 years in a global leadership role within financial services. Proven track record in strategic sourcing, contract negotiation, and supplier relationship management. Strong financial acumen and ability to interpret complex data for decision-making. Proficiency in procurement systems and digital tools. MCIPS or equivalent professional designation preferred. What you will expose: Be part of a dynamic and fast-paced team that makes a genuine impact on the success of the entire organisation. Opportunity to work with a diverse, agile, and global team. Exposure to all aspects of the business, cross-jurisdiction. A genuinely unique opportunity to be part of an expanding large global business. Competitive remuneration in line with skills and experience. Training and development opportunities. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":295,"slug":296,"title":297,"location":146,"raw_job_location_address_addressLocality":298,"raw_hiringOrganization_logo_url":146,"raw_description":299},78639,"programme-manager-apex-group-company-services-uk-limited","Programme Manager","Bangalore - North","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 APEX FUND SERVICES Functional Title: Programme Manager Department: Change Management Employment Type: Permanent About Apex Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 50 offices worldwide and 12,000 employees upon the close of announced acquisitions, Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies. We look to recruit bright, articulate, and numerate employees who are not afraid of a challenge. You are prepared to work hard, love what they do and be prepared to innovate. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. About the Role We are looking for a Programme Manager to join the Change Management function, reporting into the relevant Portfolio Lead \u002F Head of Practice. This role is focused on end-to-end delivery of complex programmes of work, spanning technology and business change. You will be accountable for translating senior-level intent into executable plans, maintaining grip on delivery, and ensuring outcomes are achieved in line with agreed objectives. The Programme Manager will work across multiple projects and workstreams, coordinating delivery teams, managing dependencies and risks, and providing clear, honest reporting to senior stakeholders. The role requires someone who is comfortable working at pace, making pragmatic decisions, and applying the right level of governance rather than process for process’ sake. The practice team is currently located across UK – London, Ireland – Dublin, Bulgaria – Sofia, South Africa – Cape Town and India – Pune, Mumbai and Bangalore. Apex currently operates a 5-day office working policy.   Key duties and responsibilities: • Own the end-to-end delivery of one or more complex programmes, ensuring outcomes are delivered in line with agreed scope, time and cost parameters. • Translate high-level objectives into clear delivery plans, with defined milestones, dependencies, risks and ownership. • Lead and coordinate multiple project managers and workstream leads, providing direction, challenge and support as required. • Maintain clear oversight of programme status, risks, issues and dependencies, escalating appropriately and early where required. • Act as the primary point of contact for senior stakeholders, providing clear, factual and transparent updates on progress and delivery confidence. • Apply appropriate delivery methodologies (waterfall, agile or hybrid), using pragmatism and judgement rather than rigid adherence to frameworks. • Ensure programme governance is proportionate, effective and supports delivery rather than slowing it down. • Manage programme-level resourcing, working with Practice and Portfolio Leads to address capacity constraints and skill gaps. • Drive resolution of delivery blockers, coordinating across technology, operations, risk, compliance and business teams as needed. • Ensure lessons learned are captured and applied to improve future delivery. Experience and skills: • Proven experience delivering complex programme or portfolio of projects spanning multiple projects and stakeholders • Preference is that work has an IT (application upgrade, estate rationalisation, cloud migration) bias. • Preference for having worked in Financial Services, particularly in Asset Management\u002FFunds Services • Strong background in project and programme delivery within technology and\u002For business change environments. • Strong leadership and people management\u002Fdevelopment skills (driving the delivery of a portfolio of change through Senior Projects Manager and Project Managers assigned) • Experience operating in environments with high levels of ambiguity, pace and competing priorities. • Ability to maintain delivery grip under pressure and make pragmatic decisions when faced with incomplete information. • Strong stakeholder management skills; confident to engage, challenge &amp; influence at senior levels. • Solid understanding of delivery methods cross waterfall and agile approaches, with the judgement to apply “what works”. Driving quality into delivery by setting the standards. • Experience managing programme-level risks, dependencies and resourcing constraints. • Excellent organisational skills and attention to detail, without losing sight of the bigger picture. • Clear, concise verbal and written communication skills. • Ability to work independently, take ownership and operate with minimal supervision. • Fluent in English (spoken and written). Nice to have: • Exposure to large-scale onboarding, migration or integration programmes. • Familiarity with common project and portfolio tooling (e.g. Azure DevOps, MS Project). Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made based on skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV and cover letter) to our dedicated email address. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":193,"slug":194,"title":195,"location":146,"raw_job_location_address_addressLocality":198,"raw_hiringOrganization_logo_url":146,"raw_description":301},"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 TRANSFER AGENCY Operations controls and Business Readiness Manager Role Purpose The Transfer Agency Operational Control and Business Readiness Manager is responsible for maintaining a robust control environment across Transfer Agency operations while ensuring operational readiness for business change, client onboarding, regulatory developments, system enhancements, and strategic transformation initiatives. The role provides independent oversight of operational processes, controls, risks, and governance, while leading readiness activities to ensure people, processes, technology, controls, and training are fully prepared for operational change. Key Responsibilities Operational Control &amp; Oversight Maintain and enhance the Transfer Agency operational control framework. Perform oversight and controls across: Dealing Registration Transaction Monitoring Settlements Reconciliations Distributions Monitor and report on Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs). Identify operational risks, control weaknesses and process improvement opportunities. Ensure effective implementation and tracking of corrective actions. Support self-assessments (RCSAs). Support Operational Resilience and Business Continuity planning activities. Maintain operational procedures, controls documentation and governance records. Business Readiness &amp; Change Management Lead operational readiness assessments for: New client implementations Fund launches Transfers and migrations System upgrades Regulatory changes Strategic business initiatives Define readiness criteria and go-live requirements. Coordinate readiness activities across Operations, Technology, Compliance, Risk and Client teams. Assess operational impacts and capacity requirements. Ensure implementation of new procedures, controls and workflows. Track dependencies, risks and readiness milestones. Conduct go-live readiness reviews and provide recommendations to governance forums. Risk &amp; Governance Produce regular operational risk and control reporting. Present key risks, readiness updates and control metrics to senior management committees. Maintain risk registers and action logs. Support internal and external audits. Ensure regulatory compliance with FCA and applicable industry regulations. Drive a culture of risk awareness, accountability and continuous improvement. Process Improvement Identify opportunities to improve efficiency, scalability and risk management. Support automation and digital transformation initiatives. Lead process redesign and control enhancement projects. Promote adoption of best practices across Transfer Agency operations. Stakeholder Management Collaborate with Operations Managers, Change Teams and Technology partners. Act as a key liaison between operational teams and project delivery functions. Support client due diligence and governance meetings. Build strong relationships with internal and external stakeholders. Knowledge &amp; Experience Extensive Transfer Agency experience across multiple operational disciplines. Strong understanding of Transfer Agency end to end Experience managing operational risk and controls frameworks. Experience leading business readiness and implementation activities. Strong understanding of UK and European regulatory environments. Experience supporting audits and risk reviews. Proven project and change management experience. Strong analytical and problem-solving skills. Desirable Experience with TA migrations and client transitions. Knowledge of Operational Resilience requirements. Experience with workflow and automation tools. Skills &amp; Competencies Operational Risk Management Control Framework Design Business Readiness Assessment Change &amp; Implementation Management Stakeholder Engagement Governance &amp; Reporting Root Cause Analysis Continuous Improvement Leadership &amp; Influencing Skills Regulatory Awareness Data Analysis &amp; MI Reporting Decision Making 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":175,"slug":176,"title":177,"location":146,"raw_job_location_address_addressLocality":303,"raw_hiringOrganization_logo_url":146,"raw_description":304},"London, Aldersgate Street","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 Apex Group Head of Procurement Technology &amp; AI Reporting to: Head of Procurement Location: London, UK Target Start Date: Jan 2027 Job Description: This is a rare opportunity to shape the future of Procurement in Financial Services. As Head of Procurement Technology &amp; AI, the successful candidate will design, build and drive a market-leading technology platform and frontier AI capability that transforms how Procurement works in FS, significantly improves the user experience and delivers measurable commercial, operational and compliance value. Apex is looking for a builder, innovator and technology-minded Procurement leader who can connect strategy with execution. The role will scan the market for emerging tools, translate innovation into practical enterprise solutions and position Apex at the front of next-generation Procurement, AI and automation. Role Mandate Define and deliver the Procurement Technology and AI strategy, roadmap and investment agenda. Select, implement and accelerate leading Procurement platform, integrations and supporting technologies. Deploy advanced AI, automation and agentic capabilities across source-to-pay, supplier management, risk and data workflows. Create simple, intuitive and high-adoption user experience for Procurement, business stakeholders and suppliers. Build strong partnerships with leading technology vendors, AI specialists, industry analysts and innovation networks. Deliver clear business value through productivity gains, faster cycle times, stronger compliance, better insight and improved commercial outcomes. Partner closely with IT, AI, Risk and Compliance teams to ensure secure, scalable and well-controlled solutions. Continuously assess market innovation and emerging capability to keep Apex ahead of the curve. Ideal Candidate Deep, modern Procurement expertise, with strong understanding of source-to-pay processes, operating models and transformation levers. Strong command of leading Procurement platforms, orchestration layering, AI-enabled solutions, workflow tools, data products and automation technologies. Proven track record delivering enterprise technology transformation from strategy through adoption and measurable value delivery. Confident working across data, analytics, AI, process design, governance and change adoption. Commercially sharp, externally connected and credible with senior stakeholders, technology partners and Procurement teams. Experience with Workday and Procurement platform integrations is desirable. Success Measures Full user adoption and stakeholder advocacy. Measurable AI-driven productivity improvement and significant reduction in manual efforts. Delivery of the Procurement technology roadmap at pace and quality. Reduced cycle times across core Procurement and supplier workflows. Stable, scalable and well-governed technology platforms. Clear ROI and business value from technology, data and AI investments. This is an ambitious opportunity for a candidate from a leading Procurement technology, consulting or transformation background. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":143,"slug":144,"title":145,"location":146,"raw_job_location_address_addressLocality":303,"raw_hiringOrganization_logo_url":146,"raw_description":306},"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 Foundation Operations &amp; Administration Manager Reporting Line: Exec Chair – Apex Foundation &amp; Wealth. Location: London Salary: up to £70,000 + Discretionary driven bonus based on Foundation and wider company objectives The Opportunity and Strategic Impact We are looking for an experienced, relationship-driven person with high energy to shape something new and meaningful. This is not a standard corporate job; it is an evolving canvas to help build a world-class philanthropic platform from the ground up. At this early stage of its development, the Foundation offers a hands-on and entrepreneurial environment. The successful candidate will be equally comfortable supporting operational priorities (day-to-day administration) while helping shape longer-term strategic objectives. As the Foundation Operations &amp; Administration Manager, you will play a central role in supporting the growth of the Apex Foundation. While donor engagement and fundraising activity form an important part of the role, you will also be responsible for building and maintaining the inter-company operational and administrative foundations that enable the charity to scale effectively and deliver lasting impact. The Apex Foundation is a charity that has been set up to support charitable initiatives and projects that make a real difference. As Apex continues to grow globally, we are investing meaningfully in the Foundation, building it into a long-term, sustainable cause for social impact in three key areas: The preservation, conservation and protection of the environment Women's empowerment and economic independence Education and social mobility This role is central to the next chapter. By strengthening and facilitating the administration and operational processes, coordinating key initiatives, supporting donor relationships and helping grow Foundation income, you will play a key part in turning that ambition into reality and shaping how Apex contributes to the communities it works in. This is a rare opportunity to help build a Foundation from the ground up, with the resources and reach of a large global business behind you. If you want your work to combine meaningful social impact, administration and operational support and internal\u002Fexternal relationship management we would love to hear from you. Responsibilities In this varied and fast-paced role, you will lead and coordinate a blend of Foundation operations, administration, stakeholder engagement, fundraising activity and events that help maximise the Foundation's impact. Foundation Operations &amp; Administration: Lead the day-to-day administration of the Foundation, ensuring that diary management (all foundation activities and personal), governance, records, reporting, communications and operational processes are maintained to a consistently high standard. Delivering our Flagship London Gala: Support the Chair in planning, delivering and growing our annual gala dinner, including event coordination, attendee management, sponsorship administration and post-event follow-up activities. Build the Relationship Engine: Map and consolidate information on past contributors, table buyers and warm leads into a clear, well-organised donor management system. Ensure stakeholder information, communications and relationship activity are accurately maintained and easily accessible. Championing the Foundation: Act as a visible advocate for the Foundation's mission internally to build engagement and alignment with leadership's vision, and externally to help raise awareness of the Foundation and its work. Drive Revenue &amp; Fundraising Support: Support initiatives to increase Foundation revenue and donor participation. Work closely with the Executive Chair to help coordinate donor engagement activities, sponsorship opportunities and fundraising campaigns. Capture Every Opportunity: Build and maintain the administrative backbone of the Foundation so that donor relationships, sponsorships, fundraising activities, projects and key actions are effectively managed and followed through. Reporting &amp; Coordination: Prepare updates, presentations and reports for leadership while tracking Foundation activities, actions and outcomes to ensure priorities remain on schedule. Experience &amp; Skills We believe the right person for this role will be driven by purpose, highly organised and skilled at building lasting relationships while helping create the structure and processes needed for a growing Foundation. For this role, we are looking for a person who brings: Some knowledge and interest in Social Impact : Perhaps a background in corporate fundraising, donor engagement, business development, partnership management, or stakeholder relationship roles. Administration &amp; Operational Excellence: Strong organisational and administrative skills, with experience managing multiple activities, stakeholders and activities relating to the foundation and chair simultaneously. Prior involvement within a CSR team would be valuable. Organised and Tech Savvy: Experience working with CRM systems, databases or tracking tools, with the ability to build and maintain effective administrative processes and reporting. Strong Relationship Building: A confident, clear communicator able to work directly with external corporate donors, VIPs and senior internal and external executives. Attention to Detail: A structured and proactive approach with a focus on follow-through, accountability and maintaining accurate information and records. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":308,"slug":309,"title":310,"location":146,"raw_job_location_address_addressLocality":303,"raw_hiringOrganization_logo_url":146,"raw_description":311},67015,"client-success-manager-apex-group-company-services-uk-limited","Client Success Manager","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 About the job 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. About Holtara Our economic system has delivered unprecedented prosperity — but often at significant environmental and social cost. The time has come to forge a new path and transition to a more sustainable economy. Holtara is leading the way in building effective ESG &amp; sustainability programs, combining expert advisory with award-winning platforms. For over 15 years, we’ve empowered investors, managers, and companies to leave a legacy they can genuinely be proud of. As part of the global Apex Group, our 130-strong team spans Amsterdam, London, the US, Spain, and India — united by a shared ambition to drive meaningful change. We offer a unique combination of advisory and technology services across the investment lifecycle, helping businesses make a real impact today for a more sustainable tomorrow. The role: Client Success Manager We are looking for a Client Success Manager to act as the primary liaison for UK clients, typically high-profile investment managers across private equity and private credit. The Client Success Manager will lead client engagement, communication, and coordination post-onboarding, supporting clients and their portfolio companies to drive meaningful and measurable ESG improvements. The ideal candidate will have experience in a client-facing role, ideally within a SaaS B2B, financial services, ESG, consulting, or technology environment. They will be able to demonstrate how they have built trusted client relationships, maintained client loyalty, and identified opportunities to expand the value delivered to clients. As a Client Success Manager, you will own a portfolio of clients, nurture senior relationships, and ensure that the full potential of Holtara’s advisory and platform offerings are realised across our existing client base. Your main goal will be to become a trusted advisor to your clients. What you will do Act as the primary relationship lead for a portfolio of UK clients, ensuring strong engagement, communication, and delivery throughout the client lifecycle. Coordinate all aspects of client engagement and delivery, ensuring projects are aligned, efficient, and delivered to a high standard. Ensure consistently high-quality report delivery, both in content and timing, reflecting client needs, ESG priorities, and areas of high-impact potential. Proactively identify opportunities to improve delivery processes, client experience, and product effectiveness to ensure Holtara remains efficient and best-in-class. Proactively identify, develop, and support the conversion of advisory opportunities across ESG due diligence, climate transition, sustainability value creation, ESG reporting, regulatory readiness, sustainable finance, and impact. Work closely with Holtara.io (our sustainability platform) and technology colleagues to ensure client feedback is represented in our product roadmap. Collaborate with internal teams, including advisory, platform, and commercial colleagues, to ensure client needs are understood and effectively addressed. What you bring 4+ years of experience in a client-facing role, ideally within Client Success, Account Management, Sales, Consulting, ESG, financial services, or technology. Experience managing high-profile or international clients, with a proven ability to build trusted relationships. Experience working with SaaS platforms or technology-enabled services. Strong collaboration skills, with the ability to work effectively across multiple internal teams to achieve client goals. Excellent communication and influencing skills, including strong written, presentation, and video conference skills. Experience delivering multi-faceted projects involving client meetings, internal coordination, data management, and report delivery. A proactive, ambitious, and open-minded approach, with strong problem-solving skills. ESG\u002Fsustainability knowledge is an advantage but not essential. However, a willingness to learn about and develop knowledge of ESG and sustainability topics is required. Strong organisational skills, structured ways of working, and exceptional attention to detail. A genuine interest in sustainability, technology, data, and scalable client solutions. Resilience, adaptability, and the ability to manage competing priorities in a fast-paced environment. A strong networking mindset, with willingness to attend and represent Holtara at relevant industry events. A technology-focused mindset, with comfort working with data, platform-enabled advisory models, and AI-enabled delivery. Practical details Location: London, hybrid working, with travel to in person client meetings as required. 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. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":313,"slug":314,"title":315,"location":146,"raw_job_location_address_addressLocality":303,"raw_hiringOrganization_logo_url":146,"raw_description":316},67016,"investor-kyc-assistant-manager-apex-group-company-services-uk-limited","Investor KYC Assistant Manager","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 nvestor KYC Assistant Manager – Job Description JOB TITLE Investor KYC Assistant Manager DEPARTMENT Operations (1st Line of Defense) – KYC\u002FCDD EMPLOYING COMPANY Apex Fund and Corporate Services (Guernsey) Limited (\"Apex\") ORGANISATION &amp; STRUCTURE This position reports to the Apex KYC Manager. PURPOSE As the Assistant Manager of the Investor KYC\u002FCDD Team, you will support the KYC Manager in ensuring that Apex maintains a comprehensive and effective system for Know Your Customer due diligence procedures, processes, and controls. You will assist in ensuring that Apex and its underlying Managed Client Licensees meet their legal and regulatory requirements in relation to KYC\u002FCDD and: Support the business in meeting its obligations as the Nominated Firm for Investor CDD under regulatory requirements. Execute the duties of the role diligently and professionally. Deliver the Apex Client Charter. Act in accordance with the Apex Code of Conduct. Support and help develop the KYC\u002FCDD team, fostering strong interpersonal relationships at all levels. RESPONSIBILITIES \u002F ACCOUNTABILITIES You will act as the Assistant Manager for the Apex KYC line of business and support the KYC Manager in overseeing a dedicated team responsible for Investor Onboarding and KYC activities for Apex Guernsey Fund and Corporate Services (Guernsey) Limited. Key Responsibilities Report to and support the Apex KYC Manager in overseeing customer\u002FInvestor due diligence activities. Assist with leadership, oversight, and monitoring of the day-to-day management of in-house and remote CDD Analysts\u002FFile Reviewers. Ensure due diligence procedures, processes, and controls are applied throughout the customer lifecycle in accordance with local regulations, policies, and procedures. Support the KYC Manager in driving new initiatives, remediation projects, and ensuring compliance with the Guernsey KYC\u002FCDD Handbook. Perform and review KYC and customer documentation analysis for new Investor closings, look-back remediation, KYC refresh, and ongoing due diligence. Review legal and commercial documents to understand customer activity and associated risks. Conduct open-source searches, file reviews, verification, and escalate findings where necessary. Participate in client-facing meetings, communicating professionally to resolve due diligence queries. Provide guidance on KYC\u002FCDD matters to the 1LoD, key stakeholders, and clients. Maintain a strong understanding of AML\u002FCFT policies and procedures in accordance with local and Group controls. Support Quality Control activities, ensuring customer records are maintained, accessible, and compliant. Collaborate with Legal, AML, Compliance, and Group onboarding teams. Prepare and review KYC\u002FCDD files, reports, and file notes. Assist with special projects as required. Support the KYC Manager in the collation and presentation of Management Information (MI). TECHNICAL RESPONSIBILITIES Support the implementation and ongoing management of the client\u002Finvestor review programme. Conduct reviews and provide sign-off for relevant KYC\u002FCDD tasks within delegated authority. Provide KYC\u002FCDD guidance to the business. Demonstrate strong knowledge of customer screening tools, including World Check One. Assist in reviewing and signing off CDD across the business. Support sanctions monitoring and negative news screening processes. Assist the Apex AML team in managing aspects of countering financial crime and terrorist financing. Monitor systems and recommend improvements aligned with technical and regulatory changes. EXPERTISE &amp; LEADERSHIP Provide day-to-day support and guidance to the KYC\u002FCDD team. Demonstrate strong knowledge of Guernsey AML\u002FCFT legislation and regulations, and working knowledge of other Apex jurisdictions. Maintain a solid understanding of KYC\u002FCDD requirements. Understand and apply sanctions and customer screening tools effectively. KEY RESULT AREAS Produce reports relating to the role as required. Support the KYC Manager in fulfilling the responsibilities of the KYC\u002FCDD function. Ensure timely filing of all necessary forms and submissions. Stay up to date with relevant legal and regulatory changes. Provide input and guidance on technical KYC\u002FCDD legal or regulatory changes. Support training initiatives for staff on KYC\u002FCDD, risk, and compliance. STAFFING SPECIFICATION Strong self-management, interpersonal skills, and relationship-building abilities. Ability to deliver pragmatic solutions to CDD-related issues. Self-starting and capable of working with minimal supervision. Confident in delivering solutions to support the business. High level of integrity, trustworthiness, and confidentiality. TARGET VOCATIONAL QUALIFICATIONS Commitment to continuous professional development. Attendance at industry seminars. Completion of KYC\u002FCDD and other relevant skills courses. Desired but not mandatory: Bachelor's degree and\u002For Compliance\u002FAML qualifications (e.g., KYC\u002FCDD Certificate\u002FDiploma, Compliance\u002FAML\u002FFCP). 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":318,"slug":319,"title":320,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":321},37114,"european-sales-coagcsukl-apex-group-company-services-uk-limited","European Sales","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 Real Assets Sales – Vice President Role Purpose You support revenue growth through targeted origination, relationship development, and deal support. You act as a core execution layer within the sales organisation, progressing opportunities and supporting senior deal leads. Key Responsibilities Origination &amp; Coverage Identify and qualify new business opportunities Build relationships with emerging and mid-market clients Support outreach, meetings, and follow-ups Pipeline &amp; Deal Support Progress opportunities through defined sales stages Prepare pitch materials, proposals, and internal approvals Maintain Salesforce accuracy and reporting discipline Market &amp; Campaign Support Support sales campaigns and targeted initiatives Work closely with Sales Development on lead qualification Track competitor activity and market trends Internal Collaboration Coordinate with product, operations, and onboarding teams Support senior sales colleagues on active deals Contribute to account planning and pipeline reviews Success Measures Qualified pipeline generated Contribution to closed revenue Salesforce hygiene and reporting quality Responsiveness and execution quality Feedback from senior sales leaders Experience &amp; Profile Early to mid-stage sales experience in financial services Strong communication and organisational skills Commercially curious and detail-oriented Comfortable managing multiple workstreams Motivated to progress into a senior sales role 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":323,"slug":324,"title":325,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":326},26062,"investment-consultant-vpsvp-apex-group-company-services-uk-limited","Investment Consultant (VP\u002FSVP)","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 Job Description Job Title: Vice-President\u002FSenior Vice-President – Investment Consultant Division: Investment Advisory About Investment Advisory Apex Investment Advisory division (IA) provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics, servicing primarily institutional investors such as Pension Funds, Financial Institutions, Family Offices and Charities. The team covers all asset classes with a specialist focus on alternative investments, including private markets, specifically infrastructure, real estate, private credit and private equity. About the job You will be a core member of the investment advisory team. You’ll maintain active relationships with and provide advice to our existing portfolio of clients as well as will lead\u002Fbe involved in a variety of high-impact projects for institutional clients such as strategy reviews, manager selection, due diligence and other client projects. Drawing on your understanding of the UK\u002Fglobal institutional investment allocator (e.g. pensions) market, you will have significant involvement in winning new business and introducing our firm to prospective clients (including preparing and leading pitch teams, contributing to new ideas, tender completions, and pitch presentations). This role will cover UK clients as well as international clients and will help to grow our institutional footprint globally. A key focus of the role will on be developing and building the business in the UK and internationally (e.g. Middle East) to help drive the expansion Apex Investment Advisory and expand its global footprint. Candidate Profile Relevant experience of working within the Investment and\u002For Pensions Consultancy industry Experience and knowledge of institutional allocator markets such as sovereign investors, pensions, insurance, family offices, financial institutions, and wealth channels an advantage Experience of building long-term relationships with and providing high-quality investment advice to clients Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate) essential Exceptional communication skills, demonstrated through your ability to interact successfully with stakeholders; Ability to work in a team environment, but can work independently if necessary Ability to use initiative and work independently, taking ownership Strong quantitative skills Excellent report writing skills and ability to communicate complex ideas Excellent attention to detail Ability to work on multiple projects simultaneously and adjust to changing deadlines Experience of winning new advisory client business will be favourably considered Qualifications Minimum of 7 years’ relevant experience Fully qualified\u002FPart-qualified professional qualifications such as the CFA and FIA Eligibility Candidates are expected to have an upper-second level degree from a good university, ideally in finance, mathematics, engineering, sciences or business. Substantial experience working with investment allocators and the institutional investor market This is a client-facing role and as such, candidates must be physically located and eligible to live and work in the United Kingdom. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":328,"slug":329,"title":330,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":331},26064,"loan-agency-amp-administration-supervisor-apex-group-company-services-uk-limited","Loan Agency & Administration Supervisor","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 The Role Position: Vice President Department: Loan Agency (Loan Admin \u002F Agency) Location: London About Apex Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry, including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas: the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility. Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options. Job Specification To oversee and provide support to the offshore team based in India Actively participate in the review of Financing Agreements when closing deals. Administration and bookkeeping of the transactions. Assist the lenders in the decision-making processes when required Calculate settlements \u002F amounts to be paid by the borrowers and lenders in accordance to the agreements such as fees, interest, and principal repayments \u002F redemptions; Cooperate with IT team in developing in-house software. Coordinate the agency duties with the Loans Administration and Business Development department and support the activity of the Loans Administration department when required. Coordinate, manage and register the communications and issues raised among borrowers, lenders, obligors and advisers of the transaction Ensure that client responsibilities are managed effectively ensuring best practice, regulatory and statutory deadlines are adhered to. Execute the instructions to make payments, on each payment date, according to the financing Agreement. Manage ad hoc distributions; Manage and coordinate amendments or waiver processes until resolution; Manage and coordinate loan transfers between existing and new incoming lenders; Manage and coordinate our KYC requirements in respect of all lenders and borrowers for any new transaction; Management of communications \u002F to be delivered to the borrowers and lenders, and the different Loan Admin. departments, according to the financing agreements. Management of the Loan Administration for different jurisdictions: As a global financial services provider, Apex provides Agency services in a variety of jurisdictions. Monitor and control the periodic or one-off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements. Set up new transactions using our Agency Management Monitoring system called Tools Setting of interest periods and reference interest rates applicable to each period. Provide support and training to all team members as and when required Skills Required Ability to take initiative and multitask. Ability to work under pressure and to prioritize tasks accordingly. At least 6 years of experience in the banking \u002F financial \u002F legal advisory sector Attention to detail Excellent communication skills and professionalism. Excellent work attitude, quick and willing learner and proficient team player; Experience in Syndicated Loan Administration, ideally in agency management as well as in the review of financing contracts; knowledge of LMA contracts, calculations of loans settlements, management of participations, etc. Strong work ethic, a proactive approach and can-do mindset. Syndicated Lending Experience with a Loan Administration background Willingness to learn and get relevant experience in the syndicated loans sector. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business. To grow professionally together with a young and dynamic workforce. Be part of an experienced and growing team and be part of a world-class centre of excellence. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":333,"slug":334,"title":335,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":336},26065,"senior-trust-manager-apex-group-company-services-uk-limited","Senior Trust Manager","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 Trust Manager Job Description Report to: Head of Department – Family Office &amp; Private Clients Location: London Role Purpose To manage a varied portfolio of UK trusts and supervise junior staff. Manage activities in team and ensure that all work is completed in accordance with prescribed policy and procedures, legal\u002Fregulatory requirements, service levels and company standards. Enforce an effective system of internal control and ensures delivery of the high standard of service expected. Accountabilities &amp; Main Responsibilities To have client relationship management responsibility for a portfolio of UK trusts. To have a supervisory role and people management responsibility. To manage effectively new business on-boarding and allocation within team. To be responsible for revenue targets and standards of customer service level delivered by the team. To co-ordinate case work with team members, Operations and Support Teams, determining priorities and forward planning. To report to Business Head on team and workload, determining priorities, forward planning and training in accordance with the needs of the team. Technical To manage a portfolio of UK trusts in accordance with the trust instrument and all new and amended legislation, case law and practice. To monitor the successful management of trust investments by reviewing investment reports and ensuring agreed investment policies are implemented and remain appropriate. To consider and where appropriate exercise discretionary powers over trust assets ensuring that documentation is completed correctly and filed. To organise and review all tax calculations, tax returns, income tax certificates and Inheritance Tax forms (mainly for UK trusts) and submissions by the statutory deadline; To ensure all tax calculations are correct and returns and elections are submitted by the relevant dates; To ensure accurate and timely annual trust accounts or equivalent information are provided to beneficiaries as applicable; To oversee the creation and maintenance of accurate trust summaries across the Team trust book; To deal with the establishment of new trusts ensuring that all trust opening procedures are followed, documents are completed and records set up correctly. To deal with the closure of trusts following the death of a life tenant, coming of age or other event ensuring that all trust closing procedures are followed. To attend workshops and seminars as required and to keep abreast of developments within the UK trust and fiduciary industry. Additional Responsibilities Report any identified issues and risks, including legal\u002Fregulatory matters and client complaints, to senior management promptly To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description. Qualifications &amp; Skills The jobholder must be CTA, ACCA or STEP qualified or equivalent The jobholder is a technical specialist in their respective field The work is highly confidential and requires the jobholder to perform well under pressure. Acts as a senior point of contact with key internal and external clients or relevant stakeholders The jobholder must show self-motivation and ability to work independently. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":338,"slug":339,"title":340,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":341},26066,"vice-president-business-development-apex-group-company-services-uk-limited","Vice President, Business Development","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 Role Purpose You support revenue growth through targeted origination, relationship development, and deal support. You act as a core execution layer within the sales organisation, progressing opportunities and supporting senior deal leads. Key Responsibilities Origination &amp; Coverage Identify and qualify new business opportunities Build relationships with emerging and mid-market clients Support outreach, meetings, and follow-ups Pipeline &amp; Deal Support Progress opportunities through defined sales stages Prepare pitch materials, proposals, and internal approvals Maintain Salesforce accuracy and reporting discipline Market &amp; Campaign Support Support sales campaigns and targeted initiatives Work closely with Sales Development on lead qualification Track competitor activity and market trends Internal Collaboration Coordinate with product, operations, and onboarding teams Support senior sales colleagues on active deals Contribute to account planning and pipeline reviews Success Measures Qualified pipeline generated Contribution to closed revenue Salesforce hygiene and reporting quality Responsiveness and execution quality Feedback from senior sales leaders Experience &amp; Profile Early to mid-stage sales experience in financial services Strong communication and organisational skills Commercially curious and detail-oriented Comfortable managing multiple workstreams Motivated to progress into a senior sales role 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":343,"slug":344,"title":345,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":346},26130,"senior-workday-security-analyst-apex-group-company-services-uk-limited","Senior Workday Security Analyst","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 We are seeking a highly skilled and experienced Senior Workday Security Analyst to join our Workday Central Team. As a Senior Workday Security Analyst, you will serve as point of contact for managing and maintaining security across the Workday platform. Ensuring compliance and maintaining security standards and protocols inclusive of HCM. Duties and responsibilities: Subject matter expert with design, configure and maintain Workday security roles, security groups, domains, and business process security policies to align with business requirements and compliance standards. Collaborate with functional teams to ascertain requirements and propose which type of Security Group we need to implement for various requirements and workarounds, all while aligning to best practice. Have experience in designing, configuring and managing Workday restrictions. Manage role assignments, user-based assignments, authentication policies, segregation of duties and user access reviews to ensure compliance with internal policies and audit standards. Support internal and external audits by providing relevant evidence and deploying relevant changes to our security controls to manage risks and comply with regulations. Monitor and audit security setups and user access to ensure compliance with internal controls and regulatory standards (SOX, GDPR, SoD etc). Troubleshoot and resolve Workday security issues and service requests in a timely manner. Engage in Workday release testing and evaluate the impact of updates on security configurations. Maintain and document process guides, security configurations and adherence to governance frameworks. Requirements\u002F Skills: 3 – 5+ years of Workday Security Experience In-depth knowledge of Workday security frameworks such as domains, business processes, role-based and user-based permissions Experience with Workday tenant management, user provisioning and security testing Certification in any of the Workday Security Modules or relevant experience Strong understanding in HR processes and Workday Reporting Experience conducting Audits pertaining to Technology Stakeholder management Advanced analytical and technical skills Ability to work under pressure independently Self-driven and proactive Fluent English 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":348,"slug":349,"title":350,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":351},37109,"advisory-and-capital-raising-vp-coagcsukl-apex-group-company-services-uk-limited","Advisory and Capital Raising - VP","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 Advisory and Capital Raising - VP We are seeking a highly motivated and experienced Capital Raising Specialist to drive investor engagement and raise capital for our alternative investment and direct investment offerings. The ideal candidate will possess an established client book of investors actively deploying capital. Key Responsibilities: Capital Raising: Drive capital-raising efforts for our alternative investment and direct investment mandates Investor Relations: Leverage your existing client book to identify and engage with high-net-worth individuals (HNWIs), family offices, institutional investors, and other private capital allocators. Utilise resources at Apex to grow and develop your allocator engagement. Deal Structuring: Present and position our offering, ensuring alignment with investor mandates. Market Intelligence: Stay informed of market trends across alternative investments and related sectors to identify emerging opportunities. Client Management: Build and maintain long-term relationships with investors and GP’s, providing ongoing support and updates. Requirements: Existing Client Book: Must have an active network of investors with a proven track record of raising capital. Communication: Strong ability to articulate complex financial products and investment strategies clearly and persuasively. Drive: Self-starter with a results-oriented mindset and the ability to work independently while meeting fundraising targets. Experience: Previous experience within Capital Raising and\u002For Marketing &amp; IR. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":353,"slug":354,"title":355,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":356},3892,"financial-promotions-oversight-manager-overseas-fund-regime-ofr-coagcsukl-apex-group-company-services-uk-limited","Financial Promotions Oversight Manager – Overseas Fund Regime (OFR)","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 AVP, Financial Promotions Oversight Manager – Overseas Fund Regime (OFR) Department: Third Party Delegate &amp; Distributor Oversight Reports to: Head of Investment Management Oversight Location: Hamilton Centre, Rodney way, Chelmsford CM1 3BY Purpose of the Role: You will manage and deliver an effective Overseas Fund Regime (OFR) Oversight programme for Apex FundRock Ltd and FundRock Partners Ltd (together “Apex FundRock”) OFR service to meet its regulatory and contractual obligations. The Financial Promotions Oversight Manager will lead and manage the review, approval and ongoing monitoring of financial promotions relating to overseas funds marketed into the UK under the FCA’s Overseas Funds Regime. You will be responsible for ensuring all financial promotions are fair, clear, and not misleading, and comply with applicable FCA rules, Consumer Duty obligations, and internal governance framework. The role involves monitoring regulatory developments, ensuring adherence to the Overseas Funds Regime (OFR) and collaborating with internal teams, external clients and regulatory bodies where required. Key Responsibilities Financial Promotions Review &amp; Approval Act as the primary approver of financial promotions for OFR-registered funds in accordance with COBS 4 and applicable FCA rules Ensure promotions meet the “fair, clear and not misleading” requirements with appropriate disclosures, risk warnings and target market criteria Review and check promotional materials aligns with the authorised investment and objectives and fund documentation. Maintain audit record of approval rationale, version control, and timestamps for each promotion Regulatory Compliance &amp; Oversight: Ensure overseas funds comply with the UK Overseas Funds Regime (OFR) and other relevant cross-border fund regulations. Monitor, interpret, and implement regulatory updates affecting the registration, marketing, and distribution of overseas funds. Develop and maintain oversight policies and procedures related to internal framework for financial promotion governance aligned with OFR and other relevant UK regulatory frameworks. Conduct compliance reviews and risk assessments to ensure continued adherence to regulatory obligations. Provide constructive and accurate feedback following review of documentation ensuring that required amendments are made. Ensure policies reflect the latest regulatory updates, including those related to the Consumer Duty and overseas schemes Consumer Duty Oversight Embed Consumer Understanding principles in the review, approval and testing of financial promotions Ensure financial promotions supports informed decision making where retail investors are targeted. Fund Registration &amp; Distribution Support: Manage fund registration and ongoing regulatory reporting obligations under the OFR and similar international regimes. Liaise with local regulators, legal advisors, and fund administrators to ensure smooth approvals and compliance. Oversee the preparation and submission of regulatory filings and documentation for fund registrations. Ensure marketing materials and investor disclosures comply with applicable regulations. Stakeholder Collaboration &amp; Advisory: Act as the subject matter expert for overseas fund regulations, advising internal and external stakeholders, including client’s legal, and marketing, distribution, and product teams. Provide training to internal stakeholders on regulatory requirements related to overseas funds. Engage with regulators, industry associations, and compliance networks to stay informed of regulatory developments. Monitoring &amp; Reporting: Establish and maintain monitoring frameworks for live and archived promotion materials (KIID, factsheets, third-party distributors) Conduct periodic compliance audits and assessments. Prepare regulatory reports for senior management and regulatory authorities as required. Investigate and address any post-approval breaches, required updates, withdrawal\u002Fescalation procedures for non-compliant materials Required Experience &amp; Skills: Qualifications &amp; Experience: Bachelor’s degree in law, finance, business, or a related field. Relevant professional qualifications (e.g., CISI Diploma in Investment Compliance, ICA Certificate \u002F Diploma, CFA, or legal background) preferred. Minimum 5 years of experience in Compliance, Regulatory Oversight or Marketing Compliance role within asset management, fund administration, or financial services. Strong knowledge and of the FCA’s financial promotion rules, including Consumer Duty and COBS\u002FCOCON rules Specific knowledge and awareness of the Overseas Funds Regime (OFR), AIFMD, UCITS and cross border fund distribution regulations Experience reviewing and signing off retail and professional client communications Experience liaising with regulatory authorities such as the FCA, CSSF, ESMA, and working with overseas fund providers, fund passporting regimes or distribution platforms. Skills &amp; Competencies: Strong knowledge of fund registration, marketing compliance, and regulatory reporting requirements. Excellent analytical, problem-solving, and attention-to-detail skills. Ability to interpret and apply complex regulatory requirements practically. Strong communication skills, with the ability to engage with internal and external stakeholders. Attention to detail with the ability to apply compliance knowledge in the assessment of accuracy and suitability of documentation. Ability to work independently and manage multiple priorities. Experience of taking the initiative to solve problems and also of working as a team to meet common objectives. Self-motivated and able to work without close supervision. Good communication skills. Ability to assimilate issues and recommend appropriate corrective action. Ability to raise and communicate complex issues accurately and succinctly to staff at all levels. Preferred Experience: Experience with regulatory change projects related to fund distribution. Knowledge of compliance technology and regulatory reporting systems. Exposure to fund governance and risk management frameworks. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":358,"slug":359,"title":360,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":361},3894,"senior-manager-client-service-management-coagcsukl-apex-group-company-services-uk-limited","Senior Manager - Client Service Management","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 Role Purpose: Central to our Organization, SRM’s are the link between the operations teams and the Sponsors, working with different people in the organisation to ensure that Sponsors are satisfied with all our services. You will have to develop a deep understanding of the Sponsor’s strategy, goals and future demands, being responsible for maintaining existing Sponsor book and ensuring that the revenues of the Sponsor’s portfolio grow, both in volume and in profitability. You will achieve this by ensuring a high standard of service delivery and identifying growth opportunities. This function provides a focus point, both internally and externally, for the services of the firm to a certain number of its Sponsors. This position is directly responsible for the Sponsor satisfaction for those relationships and is also responsible for the timely and accurate delivery of information. This position is acting as the first escalation point for any service queries of the relevant Sponsors. The role is based in London\u002FChelmsford and you will work closely with the internal business areas in all locations. Experience in the operations of investment management would be useful. To co-ordinate all activities and retention of our Sponsors. Manage relationships through a ‘net’ perspective ensuring profitable growth opportunities. Wide ranging engagement with colleagues in all FundRock locations. Key Role Deliverables: Work with the business areas to develop tailored solutions to ensure operational activity can be as efficient as possible without compromising service quality while maintaining a low risk profile. Continuously broaden our connectivity across the Sponsor base to ensure we are viewed as a partner integral to their business model. Constantly explore and develop FundRock upsell\u002Fcross sell opportunities. Obtain detailed understanding of ’s business model\u002Fproducts\u002Fstrategy\u002Foperational requirements\u002FKey Challenges\u002FCompetitors. Ensure that adequate legal agreements are in place to cover services and risks. Act as a first escalation point for issues for any service query for their Sponsor relationships and their related third parties, ensure prompt follow-up escalation where required. Ensure a high quality, efficient and timely professional service and that at least monthly Service Review Calls \u002FMeetings are held with each Sponsor relationship and their relevant administrator where required. Manage SLA breaches, conflict, communications to the Sponsor ensuring matters are resolved rapidly Onboarding – work alongside onboarding \u002F sales to establish new client setup Project manage new initiatives or client remediation plans \u002F changes being rolled out Ensure Sponsor happiness ratings are accurate and match the views of the Sponsor Assist in the resolution of complex matters adding value to our Sponsors Build and maintain account plans for each Sponsor relationship assigned to you. Facilitate review meetings. Work closely with Operations \u002F Compliance \u002F Risk and other day to day functions to deliver the contracted range of services within agreed service levels. Create a RAG status for each Sponsor and produce \u002Fenforce remedial action plans for any relationships at risk. Build and maintain trusting and valuable relationships across the firm to maximise efficient deliveries and resolution of issues. Ensure a timely preparation of operational and review packs liaising with internal departments where required. Act as the first point of contact for the Sponsor. Ensure the circulation of all action points arising from review meetings and the follow up in a timely manner. Develop-improve dashboards where necessary in order to improve efficiency and coordination, monitoring and assuring client satisfaction. Hands on engagement in issue resolution as part of the escalation process beyond the day to day. Responsible for communicating relationship issues to Senior Management teams across FundRock and leading our response to the. Provides feedback on product functionality and future trends to business heads. Issue MI and KPI information in a timely manner. Issue various daily, weekly and monthly reporting in a timely manner. Experience: The following skills &amp; experience are relevant to the role Entry Level Ideally has previous experience or knowledge of a UK ACD Knowledge of UK UCITS market and Regulations Knowledge of UK Fund Accounting, Transfer Agency, Depositary and Custody desirable. Knowledge of broader financial markets and products Previous experience of within CSM, RM or Sponsor Service preferred Able to build and develop strong relationships (internal\u002Fexternal) Experienced Level Ability to tailor services and to grow relationships with different cultural backgrounds Ability to prepare and deliver fund industry related presentations Networking skills Ability to follow \u002F agree project plans and to deliver projects on time Proven track record in respect of Organic \u002F New business growth Other Significant Role Requirements: Listed below are any further key factors which have a bearing on being able to perform the role effectively Excellent communicator Excellent Sponsor Management and presentations skills Experience in writing Account plans \u002F Remedial Action plans and Project plans Sponsor Take-on and Transitions are delivered to plan, within budget and to timetable. Scope of Role: Ability to independently manage Sponsor relationships \u002F Sponsor projects. Technical Knowledge: Proven technical knowledge of UK UCITS, NURS and Investment Trusts People Management Able to work with different operational areas, industry groups and cultures Collaborating with internal teams to address Sponsor’s needs. Sponsor \u002F Market facing role 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":363,"slug":364,"title":365,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":366},3956,"crm-technology-manager-coagcsukl-apex-group-company-services-uk-limited","CRM Technology Manager","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 Job Summary: The CRM Technology Manager will be responsible for overseeing the implementation, management, and optimisation of Salesforce and related technology solutions. This role requires a strategic leader with a deep understanding of Salesforce functionalities and the ability to drive efficiency and effectiveness across the organization. Reports to: Head of Enterprise Applications Key Responsibilities: Manage Salesforce Systems: Oversee the implementation, configuration, and maintenance of Salesforce EcoSystem (Including Xactly\u002FPardot) ensuring they meet the organisation's needs. Team Leadership: Lead a team of CRM specialists, providing guidance, support, and development opportunities. Process Improvement: Partner with various departments to identify and implement process improvements, leveraging Salesforce capabilities. Project Management: Manage Salesforce-related projects, including system upgrades, new module implementations, and integrations with other systems. Stakeholder Engagement: Collaborate with key stakeholders to understand their needs and ensure Salesforce solutions align with business objectives. Compliance\u002FAudit and Security: Ensure Salesforce system comply with regulatory\u002FAudit requirements and maintain high standards of data security and privacy. Training and Support: Develop and deliver training programs for end-users and provide ongoing support to ensure effective use of Salesforce. Qualifications: Experience: Proven experience in managing Salesforce systems and associated plaforms including implementation and optimisation. Leadership: Strong leadership skills with experience in managing and developing a team. Technical Skills: Proficiency in Salesforce and related technologies. Project Management: Demonstrated ability to manage complex projects and deliver results on time and within budget. Communication: Excellent communication skills, with the ability to engage and influence stakeholders at all levels. Problem-Solving: Strong analytical and problem-solving skills, with a focus on continuous improvement. Education: Bachelor's degree in Human Resources, Information Technology, or a related field. Salesforce certification is a plus. About You: You have a deep understanding of Salesforce processes and how they can be optimised You are a strategic thinker with the ability to translate business needs into effective Salesforce configuration. You are passionate about leveraging technology to drive efficiency and improve employee experiences. You are a collaborative leader who can build strong relationships with stakeholders and inspire your team to achieve their best. Strong knowledge of Salesforce. Having led or been part of an implementation of Salesforce and managed the system once live is a must. Experience with Integrations, Reporting, Projects and Security is a must. Experience with reviewing system configuration before moving changes to production. Able to manage and prioritise the work of a team across multiple systems. Experienced in Salesforce transformation projects\u002F programmes where you're implementing systems and improving processes through process re-engineering. Good experience in educating stakeholders regarding Salesforce related processes and how they translate to wider business impacts. Able to identify problems, define the root cause, determine the solution and propose the solution. Able to translate technical expertise into solutions and process guidance to implement improvements or address user issues. Able to map processes, outlining risks and controls. Experienced in data analysis, data manipulation and reporting. Experience in managing system budgets and exercising cost containment\u002F cost reduction Excellent analytical, quantitative, problem-solving, critical thinking skills with a keen attention to detail 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":368,"slug":369,"title":370,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":371},3957,"portfolio-lead-coagcsukl-apex-group-company-services-uk-limited","Portfolio Lead","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 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":373,"slug":374,"title":375,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":376},3958,"capital-markets-sales-london-based-coagcsukl-apex-group-company-services-uk-limited","Capital Markets Sales (London based)","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 POSITION OVERVIEW - Capital Markets Sales Apex is looking for an experienced Capital Markets Sales to join its London based Sales Team. Our single-source solution provides a tailored and comprehensive range of administrative, trust, agency and banking services to support conventional as well as structured debt capital markets and loan market transactions. We partner with a broad spectrum of market participants including banks and non-bank financial institutions, private equity, asset managers, consultants and law firms, building on our global network for both local and international cross-border deals. Reporting to the Global Head of Capital Markets Sales you will be responsible for originating and completing mandates across the entire spectrum of Debt Capital Markets as well as Loan Finance transactions globally. You will also have the opportunity to work on cross product transactions leveraging Apex’s global fund, financial and corporate services offering. We are looking for a person who enjoys working within an innovative minded environment. Whilst Sales\u002FBusiness Development experience are a plus we are open to candidates with strong networks built from other functional roles. The role will include Developing relationships within the debt capital markets, structured finance and loan space Originating, solutioning and executing new transactions Collaborating with internal stakeholders and partnering with sales colleagues in initial services scoping to fully appreciate client requirements on new opportunities Preparation and presentation of deal documentation for internal committees Defining a sales strategy and engagement plan to grow Apex’s business profile across key markets and products Periodic reporting on KPIs Attending relevant industry events globally Your skills, expertise and experience should include Relevant experience in the financial services industry with an existing network A solid understanding of some of the following transaction types and related administration, trust and agency roles: Structured finance\u002Fcredit, Securitisations\u002FABS, CLOs\u002FCDOs, Conventional Debt, Loan financings, Escrow Able to simultaneously work on a variety of complex mandates coordinating multiple product lines under tight delivery deadlines Client centric with an eye for detail and the ability to problem-solve Willing to navigate and cross-sell the extensive wider Apex single-source solution Communicative personality with excellent interpersonal and presentation skills 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":378,"slug":379,"title":380,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":381},3961,"associate-loan-agency-transaction-management-coagcsukl-apex-group-company-services-uk-limited","Associate Loan Agency (Transaction Management)","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 JD The Role Position: Associate Department: Loan Agency (Transaction Management) Location: London About Apex Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry, including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility. Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options. Job Specification Monitor and control the periodic or one-off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements; Set up new transactions using our Agency Management Monitoring Tool; Manage and coordinate our KYC requirements in respect of all lenders and borrowers for any new transaction; Manage and coordinate amendments or waiver processes until resolution; Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines; Assist the lenders in the decision-making processes when such intermediation is required and, in general, in any consultation related to the financing; Coordinate, manage and register the communications and issues raised among borrowers, lenders, obligors and advisers of the Financing; Coordinate, organize and participate in meetings and conference calls required by the day-to-day management of the Agency; Manage and coordinate loan transfers between existing and new incoming lenders; Manage ad hoc distributions; Coordinate the agency duties with the Loans Administration and Business Development department and support the activity of the Loans Administration department when required Skills Required Excellent work attitude, quick and willing learner and proficient team player. We are looking for a motivated and collaborative professional. Eagerness to pay attention to detail and going the extra mile in all aspects of the role; Syndicated Loan Experience, ideally Middle office and\u002For Back Office background is a plus; Substantial experience with Excel Excellent communication skills and professionalism; Ability to take initiative and multitasking; Ability to work under pressure and to prioritize tasks accordingly; Ability to take initiative; Strong work ethic, a proactive approach and can-do mindset; Willingness to learn and get relevant experience in the syndicated loans sector What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exceptional career prospects 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":383,"slug":384,"title":385,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":386},3962,"chief-technology-architect-coagcsukl-apex-group-company-services-uk-limited","Chief Technology Architect","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 The Role &amp; Key Responsibilities: The Global Chief Architect is responsible for overseeing the architectural integrity of Apex’s systems on a global scale, ensuring that technology aligns with business objectives and strategic goals. This role requires a visionary leader who can innovate and guide the architecture team to create scalable, sustainable, and efficient systems. The successful candidate will create a culture oriented towards customer satisfaction, with appropriate controls and governance to maintain confidence with our regulators. The need to evolve and enable continuous change supporting the growth and demands of the organisation is a key factor in the success of this function. Through the provision and matrix management of people, teams, skills, capabilities and partnering with associated suppliers and vendors you will bring your expertise to coach and lead the practice, being the ultimate point of management and escalation for all things associated with Architecture. You will have excellent business acumen, be results driven, comfortable leading others, as well as being proactive (internal and external) in education, promotion and reporting on key performance indicators for Architecture expected of a financial services company. • Strategic Planning: Develop and implement architectural strategies that support the organization's goals. • Technology Oversight: Evaluate and select appropriate technology solutions to meet business needs. • Cost Management: Drive consolidation and optimisation, reducing technical debit and staying aligned with the optimum Product Model. • Quality Assurance: Ensure that architectural standards, governance and best practices are followed, maintaining high quality of deliverables. • Management: Ability to establish and present key performance indicators, and provide appropriate reporting, and insights on opportunities and risks, expose complexity in business process where technology can simplify or eradicate • Innovation: Stay updated with emerging technologies and industry trends, encouraging controlled innovation and improvement in the technology, systems and ways of working • Security: Promote interoperability, standardisation and simplification • Any other duties in the scope of the role that the company requires Skills Required: • Proven track record with 10+ years of experience in Enterprise, Domain and solution architecture roles, including 5+ years in a leadership position. A track record of working in B2B environment providing services and technology products. • A history of exemplary delivery, with demonstrable management and leadership in transforming and scaling up Business outcomes, capabilities and value, through Technology • Proficiency in architectural frameworks, methodologies, and tools such as TOGAF, ArchiMate, or similar. • Strong leadership, Manage, lead, mentor, upskill and support global teams using excellent interpersonal skills. Able and willing to get into detail and delivery as required. Role model our values and lead the culture of your function and all of Technology • Communication, exceptional written and verbal communication skills, with the ability to convey complex technical concepts to non-technical stakeholders. • Sharp analytical and problem-solving skills, with a strategic mindset. • Technology insights, Cloud Strategies, Security, Data, AI, Integration, M&amp;A, workflow, automation and shift left strategy • Familiar with corporate governance and controls; SOC, EU DORA, ITIL, NIST, Regulator Requirements, COBIT, ITGC • A true people partner, with matrix management experience in a global environment. • Have an analytical approach to Architecture, ensuring the trade-offs between customer value, solution complexity and risk are understood by stakeholders. • Be an advocate of Enterprise Architecture, continuous improvement and industry recognised best practices • Flexibility to adapt to changing objectives, working well under pressure • Strong decision making and problem-solving skills • Be a motivated self-starter with excellent verbal and written communication skills • Be able to operate with credibility amongst business and technical colleagues. • A good appreciation across all aspects of technology What you will get in return: • A high level of visibility within a large organisation on an upwards trajectory • The ability to define technology processes to drive innovation and have a tangible impact on the business • Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline. • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. • Opportunity to work with a diverse, agile and global technology team. • The opportunity to innovate, bring discipline with pragmatism to Enterprise Architecture and really make a difference. Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F LI-JBM 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":388,"slug":389,"title":390,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":391},3963,"compliance-manager-ventures-uk-amp-unitas-coagcsukl-apex-group-company-services-uk-limited","Compliance Manager - Ventures UK & Unitas","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 Compliance Officer – Depository and Custody Compliance Reporting directly to the UK Head of Depositary and Custody Compliance, you will help drive the compliance function, develop and implement a risk-based compliance management framework, assist with the management of compliance risk and oversee all regulatory compliance matters across the Depository and Custody businesses within the Apex UK Group of Companies. Key Responsibilities Assist the UK Head of Depositary and Custody Compliance to: develop and implement the risk based compliance framework; develop and implement the risk based compliance monitoring programme; prepare and present reports on compliance and regulatory issues for senior management, including board reports and the collation of management information as required; respond to enquiries and information requests from regulators, auditors or clients; Advise senior management on regulations and policies which affect the business; Keep abreast of industry and regulatory developments, thematic reviews and enforcement actions; Represent Compliance in various management and project meetings, committees and new business initiatives; Support the wider Apex compliance team on Group initiatives and areas of common interest; Establish and maintain good relationships with key stakeholders within the Apex Group and externally as applicable; Liaise with external parties such as auditors, regulators, industry bodies and clients; Create and maintain local compliance procedures and policies; and Development and deliver appropriate compliance training to Board members and employees. Preparing \u002F review RegData \u002F Connect reports for submission; Assisting in business and client queries related to FATCA\u002FCRS &amp; supporting with submissions. Responding to ad-hoc requests received in the compliance inbox such as external due diligence questionnaires. Manage and support team members and allocated staff. Skills and requirements - Minimum 8+ years in a similar role, - Ideally with previous Custody experience within Financial Services Regulatory Knowledge: A deep understanding of industry laws, regulations, and standards is essential for ensuring organizational adherence. Analytical &amp; Problem-Solving: The ability to analyze complex information, identify compliance risks, and devise effective, practical solutions is crucial. Risk Management: Developing and implementing strategies to assess and mitigate potential compliance and regulatory risks is a core function. Data Analysis: The ability to collect, interpret, and use data to inform compliance strategies is increasingly important. Technology Proficiency: Familiarity with technology and relevant software is necessary for managing and automating compliance processes. Key Soft Skills Communication: Excellent written and verbal communication skills are needed to explain complex regulatory requirements to various stakeholders. Organization: Strong organizational skills are necessary to manage multiple tasks, maintain records, and ensure comprehensive compliance efforts. Leadership &amp; People Skills: Leading by example, collaborating effectively with different departments, and building positive relationships are vital for fostering a compliance culture. Integrity &amp; Ethics: A strong ethical foundation and a commitment to high standards are fundamental for upholding the organization's integrity. Adaptability: The ability to stay current with rapidly changing regulations and adapt to new laws is crucial for compliance professionals. Attention to Detail: Meticulous attention to detail ensures accuracy in policies, reports, and risk assessments, preventing costly errors. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":393,"slug":394,"title":395,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":396},3964,"depositary-analyst-coagcsukl-apex-group-company-services-uk-limited","Depositary Analyst","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 Depositary Analyst Role Location: London Department: Depositary Employment Type: Permanent As a Depositary Analyst, you will ensure that clients are monitored in accordance with AIFMD and adhere to the firm's internal policies. You will perform reviews and collect evidence for capital, investment and cash transactions. If you were already in this Depositary Analyst role, here are some of the areas you would have been working in this week: Performing quarterly bank and capital account reconciliations between the depositary and the AIFs Acquiring and reviewing evidence in support of the independence and qualification of the investment valuation process Ensuring and evidence that the company has ownership of assets Supporting the production of all necessary reporting to the regulatory authorities. To succeed in this role, you will need a degree in Finance, Accounting, Business or a related field. You will also require the following: 1+ years of experience in the banking sector Ability to work independently as well as in a team Excellent presentation skills MS Office, specifically Excel VBA and data base skills preferred but not mandatory. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Competitive remuneration commensurate with skills and experience; Training and development opportunities 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":398,"slug":399,"title":400,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":401},3965,"fund-administrator-coagcsukl-apex-group-company-services-uk-limited","Fund Administrator","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 Role Summary The Fund Administrator will be responsible the daily transaction processing and related accounting, data management and for both internal and client reporting across the company’s business. The role requires a keen attention to detail because the accuracy and timeliness of internal and client deliverables are considered a critical aspect of the position. The role has the following areas of responsibility: Provide timely and accurate deliverables in accordance with company policy and regulatory requirements. Prepare accurate and timely daily internal bank reconciliations and reporting in accordance with FCA client rules and collate data for the completion of monthly FCA reporting. Prepare nominee client transactions for processing, review transactions completed by colleagues on the team. This incorporates the preparation and posting of transactions, instructed transfers and valuation updates Assist with maintaining the nominee company asset register in accordance with company procedure. Assist with the preparation of the nominee company cash and asset reconciliations. Assist with the preparation of the Company’s regulatory and tax reporting requirements. Seek to improve company policies and procedures to maximise efficiency and create a best practice and controlled environment. Assist with new client on-boarding Support the training provided to Fund Administrators Support the team with respect to ad-hoc projects Reviewing data, transactional posting, reporting to ensure information is accurate Assist and support Assistant Managers\u002FHead of Operations of daily BAU and MI requirements Resolve and troubleshooting queries for managers, investors and advisers Skills Required Critical Personal Attributes Demonstrate the Company’s core values: Can-do, Positive, Excellence, Integrity, Accountable. Attention to detail. Self-motivated. Proactive. Mindset for continuous improvement. Ability to prioritise, high energy and drive. Team player. Critical Job Elements Understand company’s clients, agreed service levels and operational procedures. Accurately enter investor data into firm’s systems. Effective communication internally and with clients. Strict adherence to company policies and procedures. Prepare nominee client transactions for processing and review Prepare client specific reports and documentation for issuance or update to the Portal 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":403,"slug":404,"title":405,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":406},3966,"global-head-business-partnering-employee-cost-analytics-coagcsukl-apex-group-company-services-uk-limited","Global Head Business Partnering Employee Cost Analytics","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 Global Head of Business Partnering Employee Costs Analytics London, UK Description Reporting directly to the Global Head of FP&amp;A, this is an exciting opportunity for an experienced SVP finance professional to lead a high calibre 10 person team and to develop an employee costs analytics, planning and reporting framework. Emphasis is on elevating analysis, streamline and automate processes and build a strong business partnering function to the Group COO and Support Functions. A key focus is to ramp up on existing monthly reporting with a focus on KPIs, by region, product and product vs. operations and to provide insights and drivers for month on month variances and variances to plan. The role will set the group’s guidelines for workforce planning and forecasting and lead on reporting and tracking strategic employee costs initiatives and projects. Ability to communicate with senior stakeholders, including the Group founder and CEO, the Group CFO, Group COO, Group CHRO, Grop CBO and CCO is key. Job specification Build executive presence and daily interaction with senior stakeholders. Stakeholders include: Group CEO, Group CFO and Group CHRO Chief Operating Officer and Country Heads of Operations Chief Product Officer, Product Heads, Support Function Owners Chief Business Officer and Regional Business Heads Regional Finance Heads and Regional Finance Teams Produce Monthly Employee Costs Results covering: Board pages including key employee costs and headcount messaging (CM vs PM\u002FPY\u002FPlan\u002FFC) Monthly group employee costs flash Bi-monthly salary costs rolling FC Efficiency scores (Revenue\u002FHeadcount and Revenue\u002FSalaries) by Product and Region Support Functions salaries and headcount monthly reviews (CM vs PM\u002FPY\u002FPlan\u002FFC) Salary costs and headcount by region trend analysis Salary costs and headcount by product\u002Foperations trend analysis Lead monthly Employee Costs Reviews at a Group Level: Drive the monthly group employee costs review process for the Group CEO, CFO, COO including: Providing the employee costs early view (Flash) Providing drivers and explanations for movements month on month and versus plan, forecast and prior year Run the Workforce Annual Plan and Forecasting Process and Reviews: Set the employee costs strategic plan with the CEO, CFO, COO, CBO and CHRO Set out the employee costs plan guidelines and monitor the plan process Provide insight to the plan Deliver a rolling salary costs and headcount forecast together with the group FP&amp;A team Ad Hoc: Develop and assist with rolling out salary costs BI reporting Board, Lender, CEO and CFO queries Regular interaction with product line, operations and regional teams on employee costs related topics Skills Required: Bachelor’s degree in Accounting\u002FFinance Demonstrable success in delivering employee costs and headcount analysis Demonstrable success in delivering workforce plans Good communication and writing skills to support commentary for senior executives Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Competitive remuneration commensurate with skills and experience; Training and development opportunities A high level of visibility within a large organisation on an upwards trajectory Being part of a high performing team with a strong team culture Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":408,"slug":409,"title":410,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":411},3967,"group-head-of-revenue-analytics-coagcsukl-apex-group-company-services-uk-limited","Group Head of Revenue Analytics","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 Group Head of Revenue Analytics London, UK Description Reporting directly to the Global Revenue &amp; Product Business Partnering Head of FP&amp;A in London, this is an exciting opportunity for an experienced SVP finance professional to work in a high calibre team and to develop a revenue analytics, planning and reporting framework. Emphasis is on elevating revenue analysis, including client profitability, organic growth, forward looking KPIs (e.g., revenue by headcount, AUM servicing) and cohort analysis. A key focus is to build out existing monthly recurring revenue analysis, especially in business segments, and to provide insights and drivers for month-on-month variances and variances to plan. The role will set the group’s guidelines for revenue planning and forecasting, lead on reporting strategic revenue initiatives, provide competitor benchmarking, and input into equity models. Ability to communicate with senior stakeholders, including the Group founder and CEO, the Group CFO and the Chief Commercial Officer is key. Job specification Build executive presence and daily interaction with senior stakeholders. Stakeholders include: Group CEO, Group CFO Chief Product Officer and Product Heads Chief Commercial Officer and Regional Business Heads Regional Finance Heads and Regional Finance Teams Produce Monthly Revenue Results covering: Board pages including key revenue messaging (CM vs PM\u002FPY\u002FPlan\u002FFC) Monthly group revenue flash, using inputs from FP&amp;A Business Partners Monthly recurring revenue, non-recurring revenue Organic Growth and other KPIs (e.g. Revenue by Headcount) NII and market movement analysis Benchmarking to peers Client profitability analysis \u002F cohort analysis Revenue by region and country trend analysis Revenue by product trend analysis Lead monthly Revenue Reviews at a Group Level: Drive the monthly group revenue review process for the Group CEO, CFO Drive, including: Providing the revenue early view (Flash) by product line and region Providing drivers and explanations for movements month on month and versus plan, forecast and prior year Run the Revenue Annual Plan and Forecasting Process and Reviews: Set the revenue strategic plan with the CEO, CFO, Chief Product Officer and Chief Commercial Officer Set out the revenue plan guidelines and monitor the plan process Provide insight to the plan Deliver a rolling revenue forecast together with the group FP&amp;A team Ad Hoc: Develop and assist with rolling out revenue BI reporting Board, Lender, CEO and CFO queries Regular interaction with product line and regional teams on revenue related topic Skills Required: Bachelor’s degree in accounting\u002Ffinance Excellent knowledge of Microsoft suite of products, particularly Excel and presentations Demonstrable success in delivering cohort analysis Demonstrable success in delivering revenue plans Good communication and writing skills to support commentary for senior executives Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Competitive remuneration commensurate with skills and experience. Training and development opportunities A high level of visibility within a large organisation on an upwards trajectory Being part of a high performing team with a strong team culture 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":413,"slug":414,"title":415,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":416},3968,"head-of-funding-coagcsukl-apex-group-company-services-uk-limited","Head of Funding","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 Head of Funding Role Purpose: The Head of Funding will lead the strategic oversight and operational execution of the Group’s funding and liquidity management. This role is responsible for managing intragroup funding structures, overseeing dividend flows and intercompany recharges, ensuring technical hedge accounting compliance, and driving global cash forecasting accuracy. The individual will also ensure adherence to financial regulations, transfer pricing requirements, and support efficient capital deployment across the Group. Key Responsibilities: Funding &amp; Liquidity Management Lead oversight of group funding strategy, ensuring optimal use of internal and external funding channels. Manage intragroup lending and borrowing structures, ensuring legal and tax efficiency. Monitor and manage liquidity positions across entities, regions, and currencies. Identify funding mismatches and propose tactical and strategic solutions. Dividend Flows &amp; Intercompany Recharges Oversee dividend planning and execution to align with capital and tax strategies. Manage intercompany recharges for shared services and funding arrangements, ensuring compliance with group policies and local regulations. Collaborate with Tax and Finance teams to ensure recharges follow OECD transfer pricing rules and maintain proper documentation. Hedge Accounting &amp; Treasury Compliance Own technical hedge accounting processes, including documentation, effectiveness testing, and reporting. Ensure compliance with IFRS\u002FGAAP hedge accounting standards and interface effectively with external auditors. Monitor compliance with internal treasury policies and relevant financial regulations. Cash Forecasting &amp; Reporting Lead the global cash forecasting process across the group, enhancing accuracy and visibility. Provide insights and scenario analysis to support funding decisions and risk management. Produce clear reporting for executive and board-level stakeholders. Transfer Pricing &amp; Intercompany Governance Work closely with Group Tax to ensure intercompany transactions, funding, and recharges are consistent with global transfer pricing policies. Maintain governance frameworks and controls for intercompany funding and settlements. Support audit processes and resolve any intercompany disputes or reconciliation issues. Candidate Profile Essential Qualifications: Degree in Finance, Accounting, Economics, or similar &amp; Professional qualification (e.g., ACT) preferred. Experience: 10+ years of treasury or corporate finance experience in a multinational organisation. Proven leadership in funding, cash, and liquidity management. Strong understanding of hedge accounting standards (IFRS\u002FUS GAAP). Experience with intercompany funding and recharge structures, transfer pricing compliance, and global treasury operations. Skills &amp; Competencies: Excellent analytical, financial modelling, and forecasting skills. Clear communicator with the ability to influence senior stakeholders. Understanding of treasury systems, ERP platforms (Kyriba), and banking infrastructure. Organised, detail-oriented, and able to thrive in a dynamic, cross-border environment. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":418,"slug":419,"title":420,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":421},3972,"legal-counsel-coagcsukl-apex-group-company-services-uk-limited","Legal Counsel","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 Role Location: Central London Department: Legal Level of the role: [AVP over 3 years PQE] Employment Type: Permanent We are currently looking for a highly motivated lawyer to join our rapidly growing in-house Legal Team. The role will be primarily supporting the Apex Group in respect of its depositary business, in particular Apex Depositary (UK) Limited and EDB, London Branch in respect of their growth plans and more broadly the depositary business of the Apex Group on a pan-European basis. The role will also involve supporting different Apex Group business lines on an ad hoc basis. We offer a dynamic collegiate atmosphere and opportunities to grow and develop professionally within our thriving business. This role will report to the European Head of Legal. Principal Responsibilities: · Providing legal advice to internal stakeholders across the Apex Group in respect of the development of the infrastructure and product offering of its depositary business; · Drafting and negotiation of client facing and intermediary documentation; · Providing ad hoc support as required locally by entities within the Apex Group; · Co-ordinating from a legal perspective product development and launch across the depositary business; · Provide horizon scanning support and advice to the depositary business in respect of regulatory developments; and · Instructing external counsel as required and managing legal spend and budget. The Skills: · A common law qualified lawyer; · At least 3 years of post-qualification experience within the financial services industry (in-house or private practice); · Be comfortable\u002Fcompetent in dealing with regulatory and legal matters in so far as they apply to the financial services industry; · Be highly motivated and a self-starter with the ability to work unsupervised supporting a fast-paced dynamic business; and · Possess team spirit and enthusiasm with the capacity to build strong internal and client relationships. What you will get in return: · A high level of visibility within a large organisation on an upwards trajectory; · The ability to work in a growing business line in the UK; · Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline; · Opportunity to work with a diverse, agile and globally recognised product line; and · The opportunity to innovate, improve process and really make a difference. Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":423,"slug":424,"title":425,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":426},3973,"private-equity-assistant-manager-fund-admin-coagcsukl-apex-group-company-services-uk-limited","Private Equity Assistant Manager - Fund Admin","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 Assistant Manager – Assistant Vice President Level 1 Department: Fund Administration Employment Type: Full Time Permanent Location: London The Position: As Assistant Manager you will be responsible in closely supporting your Team Manager in creating and maintaining a high performing team. You will be expected to build and sustain excellent client relationships and help achieve our mission of delivering excellent client service. Job Specification: Operations: Provide leadership Take responsibility for the quality of the team’s output Ensure that client service tasks are planned and executed accurately and on time Ensure that errors are captured and reviewed for improvement opportunity Proactively manage the resource plan as needed Ensure that sufficient resource is available to meet service delivery expectations. Work with Team Managers and the Senior Team to achieve all service delivery objectives whether internal or external Work with the Accounting Team to ensure all client accounting requirements are met satisfactorily Development of People: Ensure that all staff have individual development plans, hold regular one to one meetings Ensure that quality of your team deliveries are at the superlative level. To truly foster the spirit of teamwork and client service excellence across the brief. Client Relationship Management: Establish and maintain professional day to day relationships with key clients Maintain fluent revenue recording, invoicing and collection processes Maintenance of individual client revenue forecasting models Seek and secure follow on revenue opportunities in conjunction with the Senior Team. To assist with the onboarding regulatory application process in conjunction with the Onboarding team To successfully adopt new funds ensuring flawless set up process. Key Result Areas: Meet the service levels as defined in individual client SLA’s. Meet the financial targets that are set annually Meet the billing process targets that are set Secure great interpersonal relationship with clients and staff alike. Skills Required: Have at least 3 years working within a financial institution, preferably within P.E. Qualification - ACCA, ICSA, IFS, ACA, CIMA Or similar Ability to reflect and review your actions and motivate yourself and your team Think creatively and deliver pragmatic solutions Strong IT skills A confident manner and the ability to use appropriate styles of communication with your clients An ability to work under pressure General knowledge of banking\u002Fadministration systems Possess personal qualities of integrity, good communication and discretion Role Model #LI-Onsite #LI-TM1 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":428,"slug":429,"title":430,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":431},3974,"senior-advisor-coagcsukl-apex-group-company-services-uk-limited","Senior Advisor","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 Sustainability Advisor – UK Regulatory Hub London, United Kingdom | Reg Hub Team | Full-time About Holtara Holtara merges a market-leading sustainability platform with specialist advisory expertise. Our Regulatory Hub converts fast-moving rules into practical strategies for the financial sector and real-economy clients. With the UK introducing its own Sustainability Disclosure Requirements (SDR) and related instruments, we are expanding our presence in London. The opportunity As Senior Sustainability Advisor – UK Regulatory Hub you will help asset managers, insurers, banks and listed companies meet—and stay ahead of—UK-specific obligations such as SDR &amp; labels, TCFD\u002FISSB reporting, FCA climate-risk rules, the Transition Plan Taskforce (TPT) framework and the forthcoming UK Green Taxonomy. You will lead client engagements, shape go-to-market propositions and embed UK regulatory logic into Holtara’s software modules. Key responsibilities Lead UK-focused engagements Direct projects covering SDR label assessment, TCFD\u002FISSB alignment, PAI-style metrics under SDR, transition-plan design and scenario analysis. Interface with auditors, legal counsel and assurance providers to ensure end-to-end compliance. Shape UK regulatory offerings Translate evolving FCA Policy Statements, HM-Treasury guidance and TPT outputs into decision trees, data templates and platform features. Pilot UK Reg Hub modules with lighthouse clients; gather feedback and refine. Drive business growth Partner with Sales to qualify opportunities, craft proposals and negotiate contracts; maintain senior relationships with PRA\u002FFCA-regulated firms. Upskill the team Mentor consultants on interpreting UK rules, sourcing data and drafting credible disclosures and transition plans. What you bring Regulatory depth. 5 + years advising on UK sustainability or climate-risk regulation, risk management or related consulting—ideally for financial-sector clients. SDR &amp; TCFD mastery. Hands-on experience with FCA PS23\u002F16 &amp; PS22\u002F14, TCFD\u002FISSB reporting, TPT transition-plan guidance and emerging UK Green Taxonomy criteria. Commercial acumen. Proven record winning and growing client work; comfortable presenting to boards, CROs and heads of sustainability. Product mindset. Ability to convert regulatory logic into data schemas, scoring algorithms or dashboard concepts; previous collaboration with product teams a plus. Communication finesse. Clear translator of policy language into actionable guidance; fluent English Education. Bachelor’s or Master’s in Business, Economics, Sustainability, Finance, Law or related field. Legal qualification desirable but not essential. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":433,"slug":434,"title":435,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":436},3975,"senior-client-services-manager-real-assets-coagcsukl-apex-group-company-services-uk-limited","Senior Client Services Manager - Real Assets","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 Client Services Manager for Real Estate Funds Job Description: The principal responsibility for the position is the coordination and management of all administration functions relating to a specific group of clients. Responsibilities will include (but not exhaustive): Review of Net Asset Valuation (NAV) files for a variety of Real Estate funds, ensuring their accuracy and compliance with fund governing and regulatory procedures Review of property level income statement, rent roll, tenancy schedules, and ageing reports Review of annual financial statements Calculation and processing of fund capital calls and distributions Assist in the preparation and completion of the audit process for assigned relationships Assist in managing staff and ensure that client deliverables are being met Responsible for the consistency and accuracy of assigned relationships Submission of regulatory and tax filings on behalf of clients Regular interaction with clients, fund directors and other relevant parties Applicants should possess (as a minimum): A detailed understanding of Real Estate and REIT fund structures and the fund administration industry A detailed understanding of Regulatory requirements At least 8 to 10 years’ PQE in fund accounting Advanced knowledge of e-Front \u002F Yardi IA Module An ability and desire to work to tight deadlines An ability to multi-task and manage projects Excellent interpersonal skills to develop working relationships with colleagues, clients, other divisions \u002F offices of the bank and professional intermediaries Excellent organizational skills Excellent communication skills #LI-TM1 #LI-Onsite 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":438,"slug":439,"title":440,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":371},3978,"senior-depositary-analyst-coagcsukl-apex-group-company-services-uk-limited-2","Senior Depositary Analyst",{"id":442,"slug":443,"title":444,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":445},3979,"software-development-qa-manager-coagcsukl-apex-group-company-services-uk-limited","Software Development QA Manager","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 About Tocan Tocan is a SaaS platform dedicated to simplifying the investment and administration of funds. With three distinct portals for Investors, Administrators, and Fund Managers, our mission is to deliver seamless, efficient, and intuitive solutions for onboarding and managing fund investments. At Tocan, we pride ourselves on fostering a highly collaborative, fast-paced environment where team members work closely with customers and end users to deliver meaningful impact. Role Overview As the Head of Quality Assurance, you will be responsible for defining, leading, and executing Tocan’s quality assurance strategy. This role involves oversight of the QA team, ensuring the highest standards of software quality across our platform. The ideal candidate will be a visionary leader with a hands-on approach, capable of driving innovation, ensuring customer satisfaction, and embedding a culture of quality throughout the organization. Key Responsibilities 1. Strategic Leadership: Develop and execute a comprehensive QA strategy, ensuring alignment with business goals and technology roadmaps. Establish and promote a culture of quality across the organization, emphasizing proactive problem-solving and continuous improvement. 2. Team Management: Build, lead, and mentor a high-performing QA team, fostering professional growth and collaboration. Set clear goals and expectations for QA team members, monitoring performance and providing constructive feedback. 3. Process and Standards: Define and implement robust QA processes, methodologies, and tools to ensure efficient and effective testing practices. Drive the adoption of industry best practices in manual, automated, and performance testing. 4. Product Quality Oversight: Oversee all testing activities across the Investor, Administrator, and Fund Manager Portals, ensuring functionality, scalability, and reliability. Validate critical workflows and business scenarios to meet customer expectations and business requirements. 5. Stakeholder Collaboration: Partner with engineering, product management, and customer support teams to identify and address quality challenges. Act as the primary advocate for quality in cross-functional discussions and decision-making processes. 6. Metrics and Reporting: Define, track, and report on key quality metrics to measure success and identify areas for improvement. Present QA insights and progress to executive leadership, offering recommendations for enhancing overall product quality. 7. Innovation and Tooling: Stay abreast of emerging trends in QA tools, technologies, and methodologies, recommending and implementing improvements where appropriate. Ensure seamless integration of QA practices with CI\u002FCD pipelines and other engineering processes. Technical Requirements 1. Experience: At least 7 years in software QA, with 3+ years in a leadership role. Extensive experience with manual and automated testing of web-based applications. 2. Technical Expertise: Proficiency in test automation tools and frameworks (e.g., Selenium, Cypress) and API testing tools (e.g., Postman). Strong understanding of software testing methodologies, including regression, performance, and security testing. Hands-on experience with CI\u002FCD pipelines and integrating testing processes. Working knowledge of programming languages like Python, Java, or JavaScript is a plus. 3. Tools and Frameworks: Experience with test management tools such as MS Azure DevOps. Familiarity with performance testing tools and practices is advantageous. 4. Soft Skills: Exceptional leadership and team management capabilities. Strong analytical, problem-solving, and decision-making skills. Excellent communication and interpersonal skills, with the ability to collaborate effectively in a remote-first environment. Why Join Tocan? At Tocan, we believe in empowering our team members to grow and excel in their careers. As the Head of Quality Assurance, you will have the opportunity to: Shape Organizational Quality: Define the QA strategy and processes for a cutting-edge SaaS platform. Lead Innovation: Drive the adoption of advanced tools, technologies, and practices to ensure world-class quality. Impact Business Outcomes: Play a critical role in enhancing customer satisfaction and driving business success. Career Growth: Be part of the executive leadership team, with opportunities to advance into broader strategic roles. Continuous Learning: Access training, certifications, and industry events to stay ahead in the field of QA. ________________________________________ Join Tocan and Lead the Way in Delivering World-Class Software Solutions! Shape the future of fund investment and administration with Tocan by ensuring that quality remains at the core of everything we do. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":447,"slug":448,"title":449,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":450},3983,"treasury-analyst-funding-coagcsukl-apex-group-company-services-uk-limited","Treasury Analyst - Funding","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 Role Profile: Funding Analyst Role Purpose: The Funding Analyst supports the Group’s treasury operations by providing high-quality analysis and reporting across funding, liquidity, intercompany transactions, and cash forecasting. The role involves working closely with finance, tax, and treasury stakeholders to maintain accurate financial data, ensure compliance with policies, and support decision-making through insightful analysis. Key Responsibilities: Funding &amp; Liquidity Support Monitor daily cash positions and assist in short-term liquidity planning. Prepare funding schedules, forecasts, and variance analyses. Support intragroup loan tracking, interest calculations, and compliance. Cash Forecasting &amp; Analysis Assist in preparation and consolidation of global cash forecasts. Analyse actual cash flows against forecasts and explain variances. Contribute to continuous improvement of forecasting accuracy and processes. Intercompany Recharges &amp; Transactions Help maintain schedules and calculations for intercompany recharges and funding flows. Ensure accurate and timely processing of intercompany settlements. Support documentation for transfer pricing and audit purposes. Hedge Accounting &amp; Reporting Assist in maintaining hedge documentation and effectiveness testing support. Contribute to treasury accounting processes, ensuring compliance with IFRS\u002FGAAP. Help prepare monthly and quarterly treasury reports for senior stakeholders. Controls &amp; Compliance Maintain data accuracy and documentation for treasury operations. Assist in compliance with internal policies, SOX controls, and audit requirements. Support banking administration and systems updates. Candidate Profile Essential Qualifications: Degree in Finance, Accounting, Economics, or related field. Progress toward a professional qualification (ACT) is a plus. Experience: 5 years in a treasury, finance, or accounting role, preferably in a multinational organisation. Exposure to funding, cash forecasting, or intercompany processes is advantageous. Skills &amp; Competencies: Strong analytical and numerical skills. High proficiency in Excel; familiarity with treasury systems or ERP platforms is an advantage. Attention to detail and a proactive approach to problem-solving. Strong communication and teamwork skills. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":452,"slug":453,"title":454,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":455},3984,"treasury-analyst-middle-office-coagcsukl-apex-group-company-services-uk-limited","Treasury Analyst - Middle Office","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 Middle Office Analyst Role Purpose: The Middle Office Analyst plays a vital role in supporting the integrity and control of treasury activities. This includes independent monitoring of market and operational risks, validation of trade data, and compliance with internal policies. The role acts as a control function between front office execution and back office settlement, ensuring transparency, accuracy, and regulatory compliance across the treasury function. Key Responsibilities: Perform daily validation and reconciliation of treasury trades including FX, interest rate derivatives, and money market instruments. Monitor and report exposures, limit breaches, and P&amp;L movements to senior stakeholders. Validate trade entry, pricing, and valuation models; support mark-to-market reporting. Ensure compliance with treasury policies, limits, and internal control procedures. Prepare and deliver management reports, risk dashboards, and variance analyses. Support internal and external audits, including SOX and regulatory reviews. Collaborate with front office, back office, tax, and finance teams on transaction controls and reporting accuracy. Candidate Profile Essential Qualifications: Degree in Finance, Accounting, Economics, or a related field. Progress towards a relevant professional qualification (e.g., ACT, CFA, ACA) is preferred. Experience: 5 years’ experience in a treasury middle office, risk management, or finance control function. Experience working with treasury products and understanding of market risk is beneficial. Familiarity with treasury systems and reporting tools is an advantage. Skills &amp; Competencies: Strong analytical and numerical skills with a high level of accuracy. Understanding of financial instruments and valuation principles. Proficiency in Excel; VBA or Python knowledge is a plus. Excellent attention to detail and commitment to maintaining controls. Strong communication and interpersonal skills 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":457,"slug":458,"title":459,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":460},3985,"vice-president-advisory-and-capital-raising-coagcsukl-apex-group-company-services-uk-limited","Vice President - Advisory and Capital Raising","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 Vice President - Advisory and Capital Raising We are seeking a highly motivated and experienced Capital Raising Specialist to drive investor engagement and raise capital for our alternative investment and direct investment offerings. The ideal candidate will possess an established client book of investors actively deploying capital. Key Responsibilities: • Capital Raising: Drive capital-raising efforts for our alternative investment and direct investment mandates • Investor Relations: Leverage your existing client book to identify and engage with high-net-worth individuals (HNWIs), family offices, institutional investors, and other private capital allocators. Utilise resources at Apex to grow and develop your allocator engagement. • Deal Structuring: Present and position our offering, ensuring alignment with investor mandates. • Market Intelligence: Stay informed of market trends across alternative investments and related sectors to identify emerging opportunities. • Client Management: Build and maintain long-term relationships with investors and GP’s, providing ongoing support and updates. Requirements: • Existing Client Book: Must have an active network of investors with a proven track record of raising capital. • Communication: Strong ability to articulate complex financial products and investment strategies clearly and persuasively. • Drive: Self-starter with a results-oriented mindset and the ability to work independently while meeting fundraising targets. • Experience: Previous experience within Capital Raising and\u002For Marketing &amp; IR. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":462,"slug":463,"title":464,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":465},51555,"funds-onboarding-specialist-apex-group-company-services-uk-limited","Funds Onboarding specialist","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 Role: Funds Onboarding specialist Role Location: Limerick (Ireland) Employment Type: Permanent Reporting to: Senior Fund Analyst Role Summary: As a Funds Onboarding Specialist at Apex Risk Technologies, you will play a key role in delivering successful fund launches and onboarding projects for a diverse global client base. In this client-focused position, you will manage the end-to-end onboarding journey for new clients and fund implementations, working closely with teams across Ireland, Spain, India, Guernsey, and other international locations. Acting as a trusted point of contact, you will coordinate onboarding activities, ensure data and system requirements are completed accurately and on time, and support clients through every stage of the process. This is an excellent opportunity for a proactive and detail-oriented professional who enjoys problem-solving, building strong relationships, and working in a collaborative, fast-paced environment where they can make a direct impact on both client experience and business growth. Key responsibilities: Execute the end-to-end onboarding process for new clients, as well as new fund launches and projects for existing clients. Perform onboarding activities, including data collection, validation, system setup, and configuration. Ensure onboarding requirements are completed accurately and within agreed timelines. Identify and directly resolve issues during onboarding, escalating where necessary. Work closely with internal teams (e.g. Product, Technology, Operations) to ensure successful implementation. Maintain and continuously improve onboarding documentation, processes, and checklists. Act as the primary point of contact for clients throughout onboarding and subsequent launches. Guide clients through onboarding requirements and ensure timely provision of required data and documentation. Support clients and partners in resolving onboarding, technical, or process-related queries. Maintain ongoing relationships with clients to support additional fund launches and related projects over time. Experience &amp; skills required: Bachelors or Masters in commerce, MBA Finance, CA\u002FCMA\u002FCFA or similar. Relevant experience of Investment Operations \u002F Risk Management. Good understanding of Fund Compliance, Regulatory Reporting or Investment Risk. Basic understanding of various asset classes – F&amp;O, Fwds, OTCs, Swaps, Structured products. Desirable experience with Bloomberg and\u002For other market data platforms. Desirable previous exposure to Client Service roles. Strong Written and verbal communication skills. Dedication to work as team and deliver timely results. Candidates should be flexible to work in shifts if required. A positive and responsible work ethic. Fluent in English and any other additional languages is a plus. What you will get in return: Hybrid working model. Opportunities for professional development. Opportunity to work with a diverse, agile and global team. Exposure to all aspects of the business and cross-jurisdiction. A genuinely unique opportunity to be part of an expanding large global business + more. Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":467,"slug":468,"title":469,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":470},51557,"treasury-analyst-front-office-apex-group-company-services-uk-limited-2","Treasury Analyst - Front Office","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 Front Office Treasury Analyst Department: Group Treasury Reports to: Head of Front Office Treasury Location: London Role Purpose Support the execution of front-office treasury operations, including monitoring liquidity, executing transactions, preparing valuations, and maintaining banking relationships. This role is ideal for a proactive individual with strong analytical skills and a keen interest in financial markets and corporate treasury. Key Responsibilities Monitor and report on daily cash positions across group entities. Support short- and medium-term cash forecasting processes. Execute treasury transactions (e.g., FX spots, forwards, swaps, loans). Assist in preparing mark-to-market valuations and ensure accounting alignment. Support investment of surplus cash and monitor funding costs. Help maintain bank relationships and assist in negotiations. Ensure trade and counterparty compliance with treasury policies. Provide market insights to support strategic funding decisions. Essential Experience: 1–3 years’ experience in a corporate treasury or finance role. Exposure to dealing platforms and treasury operations (Bloomberg, 360T, etc.). Skills &amp; Competencies: High attention to detail and numerical accuracy. Strong analytical and Excel modelling skills. Good communication and relationship management abilities. Self-motivated, with the ability to work under pressure. Qualifications: Degree in Finance, Economics or related discipline. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":472,"slug":473,"title":474,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":475},51559,"business-partner-support-functions-strategy-amp-perfomance-apex-group-company-services-uk-limited","Business Partner – Support Functions, Strategy & Perfomance","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 London, UK Description Reporting to the Global Head of Employee Costs, this is a high visibility role supporting executive level decision making, improve transparency, and strengthen financial discipline. Working closely with the CFO, CTO,CHRO,CIO and other functions. In parallel, the role leads the strategy for automation within the people cost finance team, helping modernise processes, enhance data quality, and reduce reliance on manual, fragmented activity — enabling Finance to operate at pace and at scale. Key accountabilities: Act as a trusted finance partner to senior leaders across central functions, providing clear financial insight and constructive challenge. Support function leads with robust finance input into workforce planning, operating model decisions and initiatives. Present complex people cost information in a clear, executive ready way to support timely and well-informed decisions. Run the Annual Plan and Forecasting process, reviews and governance sign offs. People Cost Planning &amp; Performance Lead the finance input to people cost budgeting, forecasting, and long‑term planning across the enterprise. Develop insight into key cost drivers including headcount, pay, incentives, benefits, and workforce mix. Monitor performance against plan, identify emerging risks and opportunities, and support corrective actions. Ensure consistency, comparability, and transparency of people cost information across the organisation. Automation &amp; Process Improvement (People Cost Finance) Define and drive the automation strategy for people cost finance activities, aligned with Finance Transformation priorities. Identify opportunities to streamline and automate processes such as headcount reporting, forecasting updates, and management reporting. Work in partnership with HR Systems, Finance Systems, and finance change teams to develop practical, sustainable solutions. Improve data accuracy, control, and efficiency while reducing manual effort and operational risk. Act as a sponsor for continuous improvement and modern finance capability within the people cost area. Leadership &amp; Influence Lead through influence, credibility, and expertise rather than formal authority. Build strong, collaborative relationships across Finance, HR, and Technology. Support the Global Head of Employee Costs in shaping enterprise‑wide people cost strategy and standards. Champion a more data‑led, efficient, and forward‑looking approach to people cost management. Skills, Experience &amp; Profile Essential Fully qualified accountant (ACA, ACCA, CIMA or equivalent). Strong Finance business partnering experience in a complex organisation. Strong understanding of people costs and workforce‑related financial drivers. Experience leading or contributing to finance automation or process improvement initiatives. Confidence working with senior stakeholders and influencing at executive level. Working knowledge of workday, power BI and adaptive. Desirable Experience partnering closely with HR, IT and Finance functions. Exposure to finance or enterprise transformation programmes. Power user of BI, workday and adaptive. Strong interest in digital enablement and modern finance operating models. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business. Competitive remuneration commensurate with skills and experience. Training and development opportunities A high level of visibility within a large organisation on an upwards trajectory Being part of a high performing team with a strong team culture 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":217,"slug":218,"title":219,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":477},"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 Role: Group Financial Reporting Accountant Department: Finance Role Location: Aldersgate Street, London (UK) Reports to: Global Head of Accounting and Reporting Employment Type: Permanent Role Summary: As an Group Financial Reporting Accountant at Apex Group, you will be responsible for delivering high-quality group financial reporting, statutory accounts, and investor reporting across a global organisation. Working closely with finance teams, auditors, lenders, and investors, you'll support group consolidations, manage audit processes, drive working capital improvements, and enhance reporting systems and processes, helping to ensure accurate financial insights and strong financial governance across the business. Key responsibilities: Working capital management Drive working capital efficiency by tracking and managing receivables and payables across the group. Review monthly balance sheet reconciliations for Group entities with focus on working capital and cash Drive standardization of reconciliation processes across both group subsidiaries and the wider group Group statutory accounts and reporting Lead the end-to-end production of group statutory accounts and ensure full compliance with IFRS Draft and compile disclosures and notes for the AGL group consolidated financial statements. Coordinate Group YE audit and delivery of the information required by the externa auditors Lead end-to-end production of group holding entity statutory accounts, liaising with operational teams and the auditors to drive efficient completion Assist in system and process improvements in Workday, including reporting enhancements and automation Assist with the quarterly, and annual multi-currency group consolidation process Assist with subsidiary sub-group consolidations as necessary Investor relations and lender reporting Drafting investor and lender presentation materials Assist in production of debt compliance packages including leverage, interest cover and liquidity covenants Support answering queries from investors and lenders as appropriate Skills required\u002Fneeded: Professional qualification required (ACA, ACCA, CPA or equivalent). 3 + years post qualification finance experience, ideally including exposure to Group consolidation and statutory reporting. Big 4 experience is preferred. Strong attention to detail and communication skills. Strong analytical ability to process through financial information in order to identify key drivers. Ability to work independently as well as within the wider finance group Workday experience desirable but not essential. Strong technical accounting knowledge (IFRS\u002FUK GAAP) as relevant to group consolidation and statutory reporting (e.g. Revenue Recognition, Lease Accounting, Financial Instruments). Comfortable communicating financial information to senior management, lenders or investors. What you will get in return: Discretionary driven bonus based on company objectives 25 days annual leave + public holidays Private Medical Cover (Employee only) Income protection Life Assurance Pension plan included Opportunity to work with a diverse, agile and global team. Exposure to all aspects of the business and cross-jurisdiction. A genuinely unique opportunity to be part of an expanding large global business + more Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":479,"slug":480,"title":481,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":482},6295,"client-relationship-management-senior-vice-president-apex-group-company-services-uk-limited","Client Relationship Management - Senior Vice President","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 Client Relationship Management (“CRM”) The Role &amp; Key Responsibilities You will develop a deep understanding of each client’s strategy, goals and future demands, being responsible for maintaining existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability. You will achieve this by building strong relationships with key decision makers to maximise our existing commercial relationship across the group. Target Outcome of the Role and the CRM Team Relationship Management Build excellent long-term relationships with clients Responding to clients’ needs in a solution oriented manner; Foster awareness of client satisfaction with product offering and delivery. Collaborate across internal teams to address any required significant service improvements Commercial Strategy Influence decision makers to ensure stability of existing revenue Identifying and deliver product solutions opportunities Assuring Apex is and remains client’s preferred partner; Successful roll out of relevant campaigns to meet key group objectives? Client Relationship Managers (“CRM”) (VP\u002FSVP) Responsible for a portfolio clients as local \u002F regional CRM or as part of global client account team Represent Apex Group to the client for all products \u002F segments Identify client needs and bring Apex client ready solutions Partner with product, operations and sales to deliver Primary point of relationship contact adding value to the client relationship Engaging with senior management within Apex Management to ensure account growth Act as executive for major issues which will likely impact the relationship Prepare and plan client engagement effectively Collating and feedback of clients challenge to engage product development #LI-TM1 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":484,"slug":485,"title":395,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":486},6296,"depositary-analyst-apex-group-company-services-uk-limited","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 Job Description Depositary Analyst Role Location: London Department: Depositary Employment Type: Permanent As a Depositary Analyst, you will ensure that clients are monitored in accordance with AIFMD and adhere to the firm's internal policies. You will perform reviews and collect evidence for capital, investment and cash transactions. If you were already in this Depositary Analyst role, here are some of the areas you would have been working in this week: Performing quarterly bank and capital account reconciliations between the depositary and the AIFs Acquiring and reviewing evidence in support of the independence and qualification of the investment valuation process Ensuring and evidence that the company has ownership of assets Supporting the production of all necessary reporting to the regulatory authorities. To succeed in this role, you will need a degree in Finance, Accounting, Business or a related field. You will also require the following: 1+ years of experience in the banking sector Ability to work independently as well as in a team Excellent presentation skills MS Office, specifically Excel VBA and data base skills preferred but not mandatory. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Competitive remuneration commensurate with skills and experience; Training and development opportunities 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":488,"slug":489,"title":395,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":486},6297,"depositary-analyst-apex-group-company-services-uk-limited-2",{"id":491,"slug":492,"title":493,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":494},6298,"global-head-of-external-reporting-apex-group-company-services-uk-limited","Global Head of External Reporting","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 Group Head of External Reporting London, UK Description Reporting to the Deputy Head of FP&amp;A in London, this is an exciting opportunity for an experienced finance professional to lead a niche high calibre 3 person team to drive the Group’s management reporting suite for 3 sets of stakeholders 1) The Board - Monthly Management Results; 2) Private Equity Shareholders – Equity Reporting; 3) Lenders – Lender reporting to debt covenants. Although the group has a good reporting foundation, emphasis of this role is to lead the improved governance and control over reporting, improve the messaging and timeliness of delivery to our stakeholders, and to provide a more co-herent response to queries by centralising responses to all sets of stateholders. Excellent communication skills are required as reviews are held with the c-suite within the organisation (CEO and Founder, CFO, COO, etc). The role will collaborate with the Group Head of FP&amp;A, and with colleagues within FP&amp;A (e.g. business partners), across functions (e.g. M&amp;A team) and across the broader business (e.g. regional and country heads and finance leads). An excellent knowledge of financials, accounting, analytics and attention to detail is key. Job specification Produce Monthly Results including: Prepare the monthly board results deck, leveraging OfficeConnect and inputs from various stakeholders (e.g. business partners) Own and maintain all proforma results reporting, including obtaining a good understanding of all upcoming acquisitions. Produce the monthly capital structure and liquidity reporting, leveraging inputs from Group Treasury Oversee the production of the monthly segment results and produce the executive summary over the results Oversee the Group’s monthly synergy reporting and prepare synergy metrics Prepare quarterly lender decks including commentary, and provide answers to questions from lender advisors (e.g. banking groups) Manage the Bonus Scorecard for the Group and for input to the Compensation Committee Provide timely answers to private equity shareholder and lender queries in well summarised formats Key contract for quality of earnings reviews managed by consulting firms Run ad hoc reporting and analysis for the Group Head of FP&amp;A relating to c-suite queries Be a team player within FP&amp;A to collectively win as a team Lead the FP&amp;A group management report development in Workday: Collaborate with the FP&amp;A team to improve the reporting suite in Workday, the group’s new ERP system Increasingly leverage the use of Power BI dashboards Drive standardisation of reports across various systems leveraging standard hierarchies including account hierarchy, company hierarchies and product line hierarchies Skills Required: Bachelor’s degree in Accounting\u002FFinance Good communication and writing skills to support commentary for senior executives Strong technical skills and experience working with large data sets Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Competitive remuneration commensurate with skills and experience; Training and development opportunities A high level of visibility within a large organisation on an upwards trajectory Being part of a high performing team with a strong team culture Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":496,"slug":497,"title":498,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":499},6299,"strategic-client-development-director-apex-group-company-services-uk-limited","Strategic Client Development Director","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 Director of Strategic Client Development The Director of Strategic Client Development is to provide sales and revenue growth across a Strategic Client set. In this role, you will be responsible for driving business expansion, building high-impact relationships leading a sales wins and exceeding revenue goals. This role requires a strong blend of sales experience, industry knowledge, and proven experience in scaling relationships and increasing sales across the spectrum of APEX Products. Clients\u002FRevenue Growth Deliver New Sales &amp; Grow Revenue within a defined set of Key Clients by building relationships and driving large, complex deals to closure. Focused on sales growth across a defined portfolio of 5-10 global strategic client prospect target accounts, ensuring alignment with Chief Strategic Development Officer on the account selection and priorities. Spearhead organic growth for new logo acquisitions across global strategic prospect target accounts (target 5-10) to be reviewed quarterly at minimum. Expand the client base by identifying and engaging an additional 5 platinum-tier existing large account opportunities, (current low-market share and high-growth potential of existing Apex clients) driving their integration into the platform. Perform quarterly reviews of target client lists, including additions and removals, to ensure strategic focus and market relevance as directed by Chief Strategic Development Officer. Focus on new market\u002Fclient segments and generate client-market introductions as directed by the Chief Strategic Development Officer. Deliver attributable revenue impact through completion of sales process, signing, and closing new and incremental business. Branding and Positioning Serve as a senior representative of the business in external forums, cultivating thought leadership and public relations opportunities that elevate brand presence. Partner with Product and Marketing to deliver enhanced client communications - Client Pitch Books, LinkedIn, Media outlets, Podcasts, Industry conferences, etc. Cross-functional Collaboration Collaborate with Regional Leaders, Product, and CRM teams to win deals and enhance relationships. Partner with product, marketing, and operations teams to align on campaigns, offerings, and product roadmaps. Governance \u002FManagement Ensure attributable revenue impact through clear tracking, reporting, and engagement metrics of all activity performed. Collaborate with finance and legal to ensure compliance, deal structuring, and risk management. Skills Required: 8–12 years of progressive experience in sales, partnerships, or business development. Proven track record of selling in strategic client segments. History of exceeding revenue targets in a fast-paced environment. Excellent negotiation, communication, and stakeholder management skills. Analytical mindset with the ability to interpret data and drive decisions. Entrepreneurial, resourceful, and comfortable working in high-growth, evolving environments. Bachelor’s degree in Business, Marketing, Communications, or related field (MBA preferred). What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Competitive remuneration commensurate with skills and experience; Training and development opportunities Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Fwww.apexgroup.com\u002Fcorporate-social-responsibility\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":501,"slug":502,"title":469,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":470},6300,"treasury-analyst-front-office-apex-group-company-services-uk-limited",{"id":504,"slug":505,"title":506,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":507},37115,"data-analyst-iii-coagcsukl-apex-group-company-services-uk-limited","Data Analyst III","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 About Apex Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices in 70 countries worldwide and more than 12,000 employees, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility. Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options. Job Specification We are seeking a skilled and detail-oriented Data Analyst to join our team. As a Data Analyst, you will play a vital role in collecting, analysing, and interpreting complex data sets to provide actionable insights and support data-driven decision-making across the organization. You will collaborate closely with various stakeholders to identify business needs, design data models, perform statistical analysis, and present findings in a clear and concise manner. The ideal candidate has a strong analytical mindset, advanced data manipulation skills, and a passion for extracting valuable information from raw data. Responsibilities: Collect, clean, and transform large data sets from multiple sources into usable formats for analysis. Develop and maintain efficient data models, databases, and reporting systems. Identify, analyse, and interpret trends or patterns in complex data sets to support strategic business decisions. Conduct statistical analysis and generate meaningful reports and visualizations to communicate findings effectively. Collaborate with cross-functional teams to define key performance indicators (KPIs) and develop metrics for measuring business performance. Identify data quality issues, troubleshoot problems, and implement solutions to ensure data accuracy and integrity. Monitor and evaluate data collection processes to optimize efficiency and effectiveness. Stay updated with industry trends, emerging technologies, and best practices in data analysis and visualization. Present findings, insights, and recommendations to stakeholders in a clear and concise manner, both verbally and in written reports. Utilise Snowflake as the data source to ensure accurate, up-to-date, and well-structured data for reporting. Ensure that you follow best practices for software development, including version control, coding standards, and testing methodologies. Collaborate with data engineers to ensure seamless data integration from various sources into Snowflake and the coordination of data models. Implement data governance practices to maintain data accuracy, security, and compliance within BI solutions. Requirements: Bachelor's degree in a quantitative field such as Statistics, Mathematics, Economics, or Computer Science. 8+ years of extensive experience as a Data Analyst Experience working with Snowflake Experience of designing and implementing data analytics strategies and driving successful data-driven initiatives. Proficiency in SQL for data extraction, manipulation, and analysis. In-depth knowledge of statistical analysis techniques, predictive modelling, and advanced machine learning algorithms. Strong experience with data visualization tools such as Tableau, Power BI, or similar. Experience with data blending, preprocessing, and automation tools within PowerBi or similar. Solid understanding of database structures, data warehousing concepts, and data governance principles. High level analytical and problem-solving skills, with the ability to tackle complex business challenges and provide innovative solutions. Proven ability to work independently, manage multiple projects, and prioritize effectively. Preferred Qualifications: Experience in implementing data analytics solutions in cloud platforms such as AWS, Azure, or Google Cloud. Programming skills in Python\u002FR for statistical analysis Exceptional communication and presentation skills, with the ability to influence and inspire stakeholders at all levels of the organization. Join our organization and lead the way in harnessing the power of data to drive strategic decision-making, innovation, and growth. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business. Joining Apex Group will provide you with a platform for professional and personal success and an environment where you can truly make an impact. Our people are our greatest asset and we believe learning is central to developing talent, nurturing strong leaders, fostering a supportive company culture and ultimately drives our success. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":509,"slug":510,"title":385,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":386},37116,"chief-technology-architect-coagcsukl-apex-group-company-services-uk-limited-2",{"id":512,"slug":513,"title":514,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":515},37118,"finance-business-manager-coagcsukl-apex-group-company-services-uk-limited","Finance Business Manager","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 Business Manager – CFO Office Location: London , UK Description The Business Manager – CFO Office is a high-trust, high-impact position to the CFO and senior leadership team. In this critical role, you will support engagement, communications, and operational functions, ensuring the smooth execution of CFO priorities and initiatives. The role offers hands-on involvement in executive communications, governance and cross-functional initiatives. Furthermore, providing a platform to build relationships across the C-Suite and Finance leadership teams. Job Responsibilities: The role duties and responsibilities will include but not limited to the following: Strategic Leadership &amp; Execution Overseeing special projects, initiatives, or assignments that are delegated by the CFO Prepare high-impact presentations, reports, and communications for executive forums ensuring accuracy and high standards Manage stakeholder engagement with key internal and external groups Drive annual strategic planning and key deliverables, building overall CFO roadmap aligned with sub-function roadmaps Compliance and Governance Track and report progress on strategic priorities and key performance indicators (KPIs) Ensure adherence to regulations, industry standards and best practices within the organization Support audit processes People &amp; Culture Drive internal communication strategies to enhance organizational engagement and alignment with company objectives Partner with HR on leadership development, succession planning, and organizational design to support rapid growth Skills \u002F Attributes \u002F Experience Required: Exceptional communication and interpersonal skills Exceptional financial acumen and project management expertise Is highly organized, discreet, and confident working with senior stakeholders Track record of achieving results through others and inspiring collaborative solutions Demonstrated understanding of the importance of culture, personal leadership and alignment with global objectives will be key to success Advanced decision-making skills and experience Bachelor’s degree in Finance, Business Administration, Economics, or a related field (MBA or CFA a strong plus). What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Competitive remuneration commensurate with skills and experience; Training and development opportunities Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socioeconomic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we posit 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":236,"slug":237,"title":238,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":517},"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 Job Description The Global Head of Technology Controls is accountable for defining, implementing, and overseeing Apex Group’s global technology control framework. The role ensures that key technology and cyber controls are consistently designed, implemented, and operating effectively across all regions, legal entities, and technology platforms. Working closely with the Group CISO, Technology, Risk, Compliance, cyber and IT service areas and Audit functions, this role provides assurance that Apex’s technology control environment meets regulatory expectations, supports operational resilience, and enables secure business growth. Champion &amp; Ensure delivery against compliance requirements like the Apex Gold standard, NIST, DORA, SOC1 and SOC 2, ISO27001 and all relevant group controls. Liaising with key stakeholders, partners and group entities, internal and external. Key Responsibilities Technology Control Framework &amp; Strategy Define and maintain Apex’s global technology control framework, aligned to the Group’s risk appetite, cyber strategy, Apex Gold Standard and regulatory obligations. Establish clear control standards, policies, and minimum requirements covering infrastructure, applications, cloud, identity, data, and end-user computing. Ensure consistent adoption and maturity of technology controls across regions and entities. Perform all Duties requested by the Group CISO to delivery the Target Operating Model and Cyber Strategy. Control Design, Implementation &amp; Effectiveness Oversee the design and implementation of preventive and detective technology controls across the enterprise. Ensure controls are clearly mapped to key technology and cyber risks, regulatory requirements, and industry standards. Drive continuous improvement of control effectiveness, consistency, and automation. Assurance, Testing &amp; Monitoring Lead global technology control testing and assurance activities, partnering closely with Technology Assurance, Risk, and Internal Audit. Ensure timely identification, escalation, and remediation of control weaknesses and issues. Provide clear, risk-based reporting on control effectiveness, issues, and remediation progress to the Group CISO and governance forums. Regulatory &amp; Risk Management Support regulatory examinations, client due diligence, and external audits related to technology and cyber controls. Ensure technology controls support Apex’s operational resilience, data protection, and cyber security obligations. Partner with Enterprise Risk Management to ensure technology risks are appropriately assessed and managed. Third-Party &amp; Cloud Controls Ensure robust technology control requirements are embedded into third-party, outsourcing, and cloud arrangements. Oversee control expectations for managed service providers and offshore service models. Address evolving risks associated with cloud platforms, SaaS solutions, and emerging technologies. Stakeholder Engagement &amp; Governance Act as a key advisor to the Group CISO on technology control maturity, risks, and investment priorities. Engage senior Technology, Risk, Compliance, and business leaders to drive accountability for control ownership. Present control posture, key risks, and remediation themes to executive and board-level forums. People Leadership &amp; Capability Build and lead a high-performing global technology controls team with strong technical and risk capability. Drive skills development, succession planning, and consistent ways of working across regions. Foster a culture of accountability, continuous improvement, and collaboration. Leadership &amp; People Management Lead and develop global cyber Technical and Operational Services, advisory and service delivery teams Build a strong delivery culture focused on accountability, quality, and continuous improvement Manage strategic cyber security vendors and service providers Support talent development in line with Apex’s growth and acquisition strategy Key Skills &amp; Experience Minimum of 10 years of extensive cybersecurity experience, with at least 7 years in a senior leadership role and a proven track record in leading a global cyber GRC function. Excellent written and verbal communication skills, interpersonal and collaborative skills, and the ability to communicate cybersecurity and risk-related concepts to technical and nontechnical audiences at various hierarchical levels, ranging from senior leadership to technical specialists. Extensive experience leading technology controls, IT risk, cyber controls, or technology assurance in a global, regulated environment. Strong understanding of enterprise technology environments, including cloud, infrastructure, applications, identity, and data. Track record of successfully managing a high-performing cybersecurity organization with the ability to motivate and mentor high-performing security teams and foster a culture of excellence. Proven experience working with regulators, auditors, and client assurance teams. Ability to operate at executive level, providing clear, pragmatic, and risk-based advice. Strong leadership skills to influence organizational change, build teams, and communicate security priorities effectively across the enterprise, influencing, and stakeholder management skills. Business acumen to understand enterprise operations, risk tolerance, and industry dynamics. Analytical skills to conduct technical assessments, prioritize vulnerabilities, and develop risk treatment plans. Project management skills to assist with the development and execution of the cybersecurity strategy and roadmaps to strengthen and continuously improve the cybersecurity posture. Passion for continuous learning to stay current on advancing threats and security best practices. Ability to maintain a calm structured mindset even when under pressure. Qualifications Degree in Information Technology, Information Security, or a related discipline (or equivalent experience). Relevant certifications such as CISA, CISSP, CISM, CRISC, or equivalent are preferred 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":519,"slug":520,"title":521,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":522},37122,"group-fpampa-business-partnering-coagcsukl-apex-group-company-services-uk-limited","Group FP&A Business Partnering","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 Business Partnering London, UK Description Reporting directly to the Head of Business Partnering in London, this is an exciting opportunity for an experienced VP finance professional to work in a high calibre team and to develop p&amp;l reporting, revenue analytics, planning and reporting framework. Emphasis is on elevating revenue analysis, including product profitability, organic growth, forward looking KPIs (e.g., revenue by headcount, AUM servicing). A key focus is to build out monthly reporting suite, especially in business segments, and to provide insights and drivers for month-on-month variances and variances to plan. The role will set the product and functional planning in line with the group’s guidelines for revenue planning and forecasting, lead on reporting strategic revenue initiatives, provide competitor benchmarking, and input into equity models. Ability to communicate with senior stakeholders, including the Product and Departmental Head, CFO, Sales, CRM, Product, the Group CFO and the Chief Commercial Officer is key. Job specification Build executive presence and daily interaction with senior stakeholders. Stakeholders include: Product Business Heads Regional Finance Heads and Regional Finance Teams Group CFO Chief Product Officer and Regional Heads Chief Commercial Officer Produce Monthly Revenue Results covering: Product P&amp;L reviews including key revenue messaging (CM vs PM\u002FPY\u002FPlan\u002FFC) Monthly product revenue flash, using inputs from FP&amp;A Business Partners Monthly recurring revenue, non-recurring revenue Organic Growth and other KPIs (e.g. Revenue by Headcount) NII and market movement analysis Benchmarking to peers Profitability analysis \u002F cohort analysis Revenue by region and country trend analysis Revenue by product trend analysis Lead monthly Revenue Reviews at a Regional Level: Drive the monthly revenue review process for the Regional CEO, CFO Drive, including: Providing the revenue early view (Flash) by product line and region Providing drivers and explanations for movements month on month and versus plan, forecast and prior year Run the Revenue Annual Plan and Forecasting Process and Reviews: Set the revenue strategic plan with the CEO, CFO, Chief Product Officer and Chief Commercial Officer Set out the revenue plan guidelines and monitor the plan process Provide insight to the plan Deliver a rolling revenue forecast together with the group FP&amp;A team Ad Hoc: Develop and assist with rolling out revenue BI reporting Board, Lender, CEO and CFO queries Regular interaction with product line and regional teams on revenue related topic Skills Required: Bachelor’s degree in accounting\u002Ffinance Excellent knowledge of Microsoft suite of products, particularly Excel and presentations Demonstrable success in delivering cohort analysis Demonstrable success in delivering revenue plans Good communication and writing skills to support commentary for senior executives Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Competitive remuneration commensurate with skills and experience. Training and development opportunities A high level of visibility within a large organisation on an upwards trajectory Being part of a high performing team with a strong team culture Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made based on skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":524,"slug":525,"title":459,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":460},37127,"vice-president-advisory-and-capital-raising-coagcsukl-apex-group-company-services-uk-limited-2",{"id":527,"slug":528,"title":529,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":326},37129,"senior-vice-president-investment-advisory-coagcsukl-apex-group-company-services-uk-limited","Senior Vice President, Investment Advisory",{"id":531,"slug":532,"title":533,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":534},37170,"digital-asset-servicing-specialist-coagcsukl-apex-group-company-services-uk-limited","Digital Asset Servicing Specialist","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 Digital Asset Servicing Specialist Role Location: Malta Department: Fund Administration Employment Type: Full-time The Role &amp; Key Responsibilities: The successful applicant will be expected to act as a subject matter expert for servicing Digital Asset funds in Apex. Bringing specialist expertise to the day to day operations of Digital Asset funds and contributing to the development and improvement of operational workflows and risk frameworks for Digital Asset servicing. They will be responsible for sharing knowledge and expertise across global fund servicing teams as Digital Asset services scale across different jurisdictions. Apply experience and knowledge to assist colleagues working in the day-to-day operations teams servicing Digital Asset funds and where required be the point contact for clients operational issues during the onboarding and launch of new digital asset funds; Contribute to the evolution and deployment of scalable and resilient Digital Asset operating models and risk frameworks; Contribute to the evolution of aml\u002Fkyc controls and risk frameworks for onboarding and monitoring of clients and investors in Digital Asset funds; Support the expansion of Digital Asset Servicing into new jurisdictions and servicing locations collaborating with colleagues to ensure essential knowledge transfer and operational readiness. Become an expert user of specialist third party technology products used in servicing Digital Asset funds. Where required undertake the role of administrator for one or more products supporting both configuration and user management and being the primary point of contact with the vendor for day-to-day operations. Skills Required: Broad experience in fund servicing and a strong working knowledge of the end to end processes and responsibilities of a fund administrator; Specific experience in client and investor onboarding and the associated regulatory, compliance, risk management and due diligence controls related to these activities. Possess an understanding of how Digital Asset technology and regulation are contributing to innovation in capital markets and the funds industry. Have a smart and outgoing personality with excellent Customer Service skills; Be a collaborative and supportive team member whilst being able to work on own your initiative without close direction; Be capable of planning, working under pressure and meeting strict deadlines; Have an eye for detail and the ability to handle complex matters; Excellent command of spoken and written communication skills; Proficiency in MS Office applications particularly Word, Excel and Access. (Experience on PFS - Paxus will be considered as an advantage) What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Working with a strong and dynamic team Training and development opportunities. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: recruitment@apexfunds.com.mt 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":536,"slug":537,"title":538,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":539},37232,"onboarding-support-coagcsukl-apex-group-company-services-uk-limited","Onboarding Support","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 Onboarding Delivery &amp; Coordination • Execute the end-to-end onboarding process for new clients, as well as new fund launches and projects for existing clients. • Perform onboarding activities, including data collection, validation, system setup, and configuration. • Ensure onboarding requirements are completed accurately and within agreed timelines. • Identify and directly resolve issues during onboarding, escalating where necessary. • Work closely with internal teams (e.g. Product, Technology, Operations) to ensure successful implementation. • Maintain and continuously improve onboarding documentation, processes, and checklists. • Act as the primary point of contact for clients throughout onboarding and subsequent launches. • Guide clients through onboarding requirements and ensure timely provision of required data and documentation. • Support clients and partners in resolving onboarding, technical, or process-related queries. • Maintain ongoing relationships with clients to support additional fund launches and related projects over time. Skills Required: Good understanding of Fund Compliance, Regulatory Reporting or Investment Risk. Basic understanding of various asset classes – F&amp;O, Fwds, OTCs, Swaps, Structured products. Desirable experience with Bloomberg and\u002For other market data platforms. Desirable previous exposure to Client Service roles. Strong Written and verbal communication skills. Dedication to work as team and deliver timely results. Candidates should be flexible to work in shifts if required. Team player. A positive and responsible work ethic. Qualification and Experience: Fluent in English. Postgraduate in commerce, MBA Finance, CA\u002FCMA\u002FCFA or similar. 2+ years of Investment Operations \u002F Risk Management experience. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":541,"slug":542,"title":543,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":544},37233,"global-head-of-cyber-defence-coagcsukl-apex-group-company-services-uk-limited","Global Head of Cyber Defence","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 Job Summary: Reporting to the Group Chief Information Security Officer, the Global Head Cyber Defence helps build, manage and mature our cybersecurity posture. This is a key role that is accountable for our 24X7x365 global security operations center, improving our incident detection, incident response and incident management capabilities, and ensuring we have the appropriate people, processes and technologies to detect, prevent and respond to the ever-changing cyber threat landscape. The Global Head of Cyber Defence is accountable for leading and continuously strengthening Apex Group’s cyber defence capabilities across all regions and entities. This role provides strategic direction and operational oversight for threat detection, incident response, security monitoring, and cyber resilience, ensuring Apex can proactively predict, prevent, detect, respond to, recover and Govern from cyber threats\\risks in a complex and evolving threat landscape. The role partners closely with Security Engineering, IT Risk, Governance, Technology, Risk, Legal, Compliance, and the business to protect Apex’s information assets, client data, and critical services, while enabling secure growth and transformation. Key Responsibilities Cyber Defence Strategy &amp; Leadership Deliver the Group CISO Cyber Strategy and Target Operating Model Define and execute Apex’s global cyber defence strategy, aligned to the Group’s risk appetite, regulatory obligations, and business priorities. Provide clear leadership and direction to regional cyber defence teams, fostering a strong security culture and consistent operating model across all entities. Act as a senior cyber security leader and trusted advisor to executive management and governance forums. Serve as a point of escalation for the L1, L2, L3 SOC Analysts, Head of SOC, MSSP, and other vendors, lead and coordinate response efforts with other groups and stakeholders Stay current with evolving threats, vulnerabilities, tools, technologies and threat actor TTPs to help improve detection and response capabilities. Develop and refine standard operating procedures in the form of run books and playbooks for incident response and threat detection. Create and make improvements to procedures and playbooks. Provide oversight and guidance on the technical analysis, log reviews, and assessments of cybersecurity incidents throughout the incident management lifecycle.  Identify opportunities of improvement with the processes, procedures, and our detection capabilities including detection use cases within our SIEM for our expanding estate using appropriate scripting languages. Assist with additional ad hoc projects as required Perform all duties requested by the Group CISO to delivery the Target Operating Model and Cyber Security Strategy Threat Detection &amp; Monitoring Build and oversee global security operations, including Security Operations Centre (SOC) capabilities, threat intelligence, and continuous monitoring. Ensure effective detection of advanced threats across on-premise, cloud, and third-party environments. Drive continuous improvement in tooling, automation, and data-driven security analytics. Incident Response &amp; Crisis Management Own Apex’s cyber incident response capability, ensuring preparedness, tested playbooks, and rapid, coordinated response to cyber events. Lead response to major cyber incidents, working closely with Legal, Communications, Risk, and senior leadership. Ensure post-incident reviews are conducted and lessons learned are embedded to improve resilience. Run and coordinate annual cybersecurity tabletop exercises, that spread across both technical and non-technical areas and testing. Cyber Resilience &amp; Assurance Strengthen cyber resilience through effective vulnerability management, attack surface reduction, and defensive controls. Partner with Technology Assurance, Risk, and Audit teams to ensure cyber defence controls are robust, tested, and aligned to regulatory expectations. Provide clear reporting on cyber threats, incidents, and control effectiveness to senior stakeholders. Third-Party &amp; Emerging Technology Risk Ensure cyber defence considerations are embedded into third-party risk management, including cloud providers, managed service providers, and offshore service models. Address emerging risks such as AI-enabled threats, complex cloud architectures, and evolving attacker techniques. Stakeholder Engagement &amp; Governance Engage with regulators, clients, and external partners as required on cyber defence matters. Support regulatory examinations and client assurance activities relating to cyber security and operational resilience. Provide clear, concise, and actionable reporting to executive and board-level forums. People &amp; Capability Development Build and maintain a high-performing global cyber defence team with strong technical depth and leadership capability. Drive succession planning, skills development, and talent retention across the cyber defence function. Promote collaboration across regions and with broader Technology and Risk teams. Leadership &amp; People Management Lead and develop global cyber Technical and Operational Services, advisory and service delivery teams Build a strong delivery culture focused on accountability, quality, and continuous improvement Manage strategic cyber security vendors and service providers Support talent development in line with Apex’s growth and acquisition strategy Key Skills &amp; Experience Minimum of10 years of extensive cybersecurity experience, with at least 7 years in a senior leadership role and a proven track record in leading a global cyber defence\\SOC functions. Extensive experience leading cyber defence, security operations, or incident response functions in a global, regulated environment. Deep technical knowledge of cyber threats, security monitoring, incident response, and defensive technologies. Knowledge of current and upcoming methodologies and trends in the cybersecurity landscape, including a deep knowledge of cyber threats, attack techniques, and cybersecurity frameworks\u002Fstandards. Deep knowledge of threat detection and response; digital forensics and malware analysis; cloud security across the various cloud hosting platforms; endpoint detection and response; SIEM platforms and working knowledge of managed security service providers. Excellent written and verbal communication skills, interpersonal and collaborative skills, and the ability to communicate cybersecurity and risk-related concepts to technical and nontechnical audiences at various hierarchical levels, ranging from senior leadership to technical specialists. Business acumen to understand enterprise operations, risk tolerance, and industry dynamics. Analytical skills to conduct technical assessments, prioritize vulnerabilities, and develop risk treatment plans. Strong understanding of cloud security, third-party risk, and modern technology environments. Proven ability to operate at executive level, influencing senior stakeholders and decision-makers. Experience with regulatory and client-facing security assurance in financial services or similar sectors. Strong leadership, crisis management, and communication skills. Passion for continuous learning to stay current on advancing threats and security best practices. Ability to maintain a calm structured mindset even when under pressure. Qualifications Degree in Information Security, Computer Science, or a related field (or equivalent experience). Relevant industry certifications (e.g. CISSP, CISM, GIAC) preferred. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":546,"slug":547,"title":440,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":548},3977,"senior-depositary-analyst-coagcsukl-apex-group-company-services-uk-limited","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 Depositary Analyst Role Location: London Department: Depositary Employment Type: Permanent The Role &amp; Key Responsibilities: As a Senior Depositary Analyst, you will ensure that clients are monitored in accordance with AIFMD and adhere to the Apex internal policies. You will assist the Assistant Manager or Manager in the management of the team as well as the training and mentoring of new starters. You are required to be a strong team player with a commitment to deliver outstanding client service. · Perform reviews and collect evidence for capital, investment and cash transactions · Perform quarterly bank and capital account reconciliations between the depositary and the AIFs · Obtain and review evidence in support of the independence and qualification of the investment valuation process · Ensure and evidence that the AIF has ownership of assets · Ensure that investment ledgers are reconciled and up to date with those of the AIF · Support the production of all necessary reporting to the regulatory authorities · Assist on the training of new starters · Ensure that the Key Performance Indicators are met in a timely manner · Attend annual client site visits and presentation of client reports · Prepare the necessary materials in relation to oversight visits and reports · Prepare and ensure the accuracy of quarterly invoices · Respond to all client questions and requests in a professional and efficient manner and ensure clients are satisfied with the service · Regularly reconcile the records of sub-custodians · Support the management in both day to day and training activities · Assist in the recruitment of new starters, conduct interviews · Suggest areas for improvement or efficiencies to processes · Build excellent working relationships with clients; Skills Required: · Degree in Finance, Accounting, Business or a related field. Master's degree preferred; · 1+ years’ experience in Banking Sector is an advantage but not required.; · Ability to work independently as well as in a team; · Attention to detail; · Accurate time management; · Work under pressure and deadlines; · Excellent presentation skills; · MS Office, specifically Excel; · VBA and data base skills preferred but not mandatory; · A flexible approach to work; · An ability to work on own initiative; · A confident manner and the ability to communicate with clients and colleagues effectively; What you will get in return: · A unique opportunity to be part of an expanding large global business · Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly · Work for a fast developing and one of the world leading independent fund solutions providers · Opportunities for professional development; · Competitive remuneration package including various benefits; · Positive and hospitable work environment; 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":550,"slug":551,"title":552,"location":146,"raw_job_location_address_addressLocality":198,"raw_hiringOrganization_logo_url":146,"raw_description":553},78651,"senior-administrator-dealing-registration-and-amlkyc-transfer-agency-apex-group-company-services-uk-limited","Senior Administrator Dealing, Registration and AML\u002FKYC - Transfer Agency","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 Administrator Dealing, Registration and AML\u002FKYC – TRANSFER AGENCY Role Purpose The Transfer Agency Senior Administrator is responsible for the accurate and timely processing of investor transactions, account maintenance, registration activities, and AML\u002FKYC controls. The role ensures adherence to regulatory requirements, internal policies, service level agreements, and client expectations while supporting operational excellence and risk management. The individual will act as a subject matter expert within the team, assisting with complex queries, mentoring junior colleagues, and contributing to process improvements and change initiatives. Key Responsibilities: Dealing Administration Process subscription, redemption, switch and transfer requests accurately and within agreed deadlines. Validate dealing instructions in accordance with fund prospectuses, client agreements, and operating procedures. Monitor daily transaction queues and ensure all investor trades are processed within cut-off times. Investigate and resolve trade exceptions, discrepancies, and unmatched transactions. Liaise with investors, clients, distributors and intermediaries, regarding dealing, Ensure all dealing activities comply with regulatory and operational controls. Registration Administration Maintain investor registration records accurately and promptly. Process account opening, amendments, transfers, closures, and investor maintenance requests. Validate documentation requirements for individual, corporate, trust, and institutional investors. Process changes to investor details, including addresses, bank accounts, authorised signatories and account mandates. Manage share transfers, inheritance cases, and complex ownership changes where applicable. Ensure investor records remain complete, accurate and audit ready. Handle investor correspondence and service requests in line with service standards. AML\u002FKYC &amp; Financial Crime Compliance Perform AML\u002FKYC reviews for new and existing investors. Validate client identity and beneficial ownership documentation. Conduct risk-based customer due diligence (CDD) and enhanced due diligence (EDD) activities. Review sanctions screening, politically exposed person (PEP) results and adverse media alerts. Identify and escalate potential financial crime concerns in accordance with internal procedures. Support periodic KYC refresh and remediation projects. Maintain accurate records of AML\u002FKYC assessments and approvals. Liaise with Compliance, MLRO and client representatives regarding AML-related matters. Controls, Risk &amp; Governance Ensure all tasks are performed in accordance with documented procedures and control frameworks. Identify operational risks, control weaknesses, and service issues. Escalate breaches, errors, suspicious activity, and service incidents promptly. Participate in internal audits, client audits, and regulatory reviews. Support root cause analysis and corrective action implementation. Contribute to operational resilience and business continuity activities. Client Service &amp; Stakeholder Management Provide high-quality service to clients, distributors, investors, and internal stakeholders. Respond to queries within agreed service standards. Build effective relationships with clients and operational partners. Participate in client calls and operational meetings as required. Team Leadership &amp; Continuous Improvement Act as a senior escalation point for complex operational issues. Provide guidance, coaching and training to junior administrators. Assist managers with workflow prioritisation and resource planning. Support system enhancements, fund launches, migrations, and change initiatives. Contribute to process reviews and automation opportunities to improve efficiency and reduce risk. Skills &amp; Experience Essential 3–5+ years' experience within Transfer Agency operations. Strong knowledge of dealing, registration, and AML\u002FKYC processes. Understanding of UCITS, OEICs, Unit Trusts, AIFs, and related fund structures. Experience working within regulated financial services environments. Knowledge of AML regulations, sanctions screening, and customer due diligence requirements. Strong attention to detail and accuracy. Excellent organisational and time management skills. Ability to work effectively under pressure and manage competing priorities. Strong communication and stakeholder management skills. Proficiency in Transfer Agency platforms and Microsoft Office applications. Desirable IAQ, CISI or equivalent financial services qualification. Experience with AML screening and workflow systems. Exposure to fund launches, migrations, and change programmes. Understanding of FCA, AML and financial crime regulatory requirements. Key Competencies Customer Focus Risk Awareness Attention to Detail Problem Solving Accountability Teamwork and Collaboration Communication Skills Continuous Improvement Mindset Regulatory &amp; Compliance Awareness Reporting structure The Senior Administrator – Transfer Agency will report to the Manager – Transfer Agency. This role profile is suitable for a senior transfer agency administrator operating across dealing, registration and AML\u002FKYC functions within a UK fund administration or asset servicing environment. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":555,"slug":556,"title":557,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":558},37125,"head-of-funding-treasury-coagcsukl-apex-group-company-services-uk-limited","Head of Funding - Treasury","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 Head of Funding Job Title: Head of Funding Location: London, Hybrid Reports To: Group Treasurer Direct Reports: Funding Analysts Role Purpose: The Head of Funding will lead the strategic oversight and operational execution of the Group’s funding and liquidity management. This role is responsible for managing intragroup funding structures, overseeing dividend flows and intercompany recharges, ensuring technical hedge accounting compliance, and driving global cash forecasting accuracy. The individual will also ensure adherence to financial regulations, transfer pricing requirements, and support efficient capital deployment across the Group. Key Responsibilities: Funding &amp; Liquidity Management Lead and optimise intragroup funding flows across the Group, ensuring efficient deployment of capital and alignment with legal, tax, and regulatory constraints. Lead oversight of group funding strategy, ensuring optimal use of internal and external funding channels. Monitor and actively manage liquidity positions across entities, regions, and currencies, ensuring adequate buffers. Identify funding mismatches and propose tactical and strategic solutions. Oversee dividend planning and execution to align with capital and tax strategies. Manage intercompany recharges for shared services and funding arrangements, ensuring compliance with group policies and local regulations. Collaborate with Tax and Finance teams to ensure recharges follow OECD transfer pricing rules and maintain proper documentation. Intragroup Funding, Liquidity &amp; Balance Sheet Management Assess and manage the impact of funding strategies on local entity balance sheets, including capital structure, leverage, and liquidity positioning. Design and implement intragroup balance sheet currency hedging strategies to mitigate FX risk arising from funding and capital structures. Maintain a strong understanding of accounting implications of treasury instruments, ensuring appropriate treatment under IFRS\u002FUS GAAP and alignment with hedge accounting strategies. Own the Group’s liquidity framework, including definition and monitoring of minimum liquidity buffers across entities and regions. Perform regular liquidity stress testing and scenario analysis to assess resilience under adverse conditions and inform contingency funding plans. Provide clear analysis and recommendations to senior stakeholders on liquidity risk, funding capacity, and balance sheet optimisation. Hedge Accounting &amp; Treasury Compliance Own technical hedge accounting processes, including documentation, effectiveness testing, and reporting. Ensure compliance with IFRS\u002FGAAP hedge accounting standards and interface effectively with external auditors. Monitor compliance with internal treasury policies and relevant financial regulations. Cash Forecasting &amp; Reporting Own Group’s liquidity forecasting framework; Lead the global cash forecasting process across the group, enhancing accuracy and visibility. Provide insights and scenario analysis to support funding decisions and risk management. Produce clear reporting for executive and board-level stakeholders. Working with FP&amp;A team to understand cash impact on the plan and drive variance analysis and reporting for the Board Transfer Pricing &amp; Intercompany Governance Work closely with Group Tax to ensure intercompany transactions, funding, and recharges are consistent with global transfer pricing policies. Maintain governance frameworks and controls for intercompany funding and settlements. Support audit processes and resolve any intercompany disputes or reconciliation issues. Front Office Support &amp; Market Execution Act as deputy to the Head of Front Office, providing cover for all market-facing treasury activities including funding execution, FX, and interest rate risk management. Support and, where required, lead execution of external funding transactions, including bank facilities, debt capital markets issuances, and refinancing activities. Execute FX and interest rate hedging transactions in line with Group risk management policies and approved strategies. Maintain strong relationships with banking partners and financial institutions, supporting negotiation of terms and optimisation of funding structures. Monitor market conditions, providing insights and recommendations on funding opportunities, refinancing timing, and hedging strategies. Ensure all front office activities are aligned with internal policies, risk limits, and regulatory requirements Candidate Profile Essential Qualifications: Degree in Finance, Accounting, Economics, or similar &amp; Professional qualification (e.g., ACT) preferred. Experience: 10+ years of treasury or corporate finance experience in a multinational organisation. Proven leadership in funding, cash, and liquidity management. Strong understanding of hedge accounting standards (IFRS\u002FUS GAAP). Experience with intercompany funding and recharge structures, transfer pricing compliance, and global treasury operations. Skills &amp; Competencies: Excellent analytical, financial modelling, and forecasting skills. Clear communicator with the ability to influence senior stakeholders. Understanding of treasury systems, ERP platforms (Kyriba), and banking infrastructure. Organised, detail-oriented, and able to thrive in a dynamic, cross-border environment. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":560,"slug":561,"title":370,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":371},14482,"portfolio-lead-apex-group-company-services-uk-limited",{"id":563,"slug":564,"title":565,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":566},14483,"manager-corporate-and-funds-apex-group-company-services-uk-limited","Manager - Corporate and Funds","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 Company Secretarial Manager – Real Assets As a Manager - Real Assets, you will primarily be responsible for a team providing company secretarial and corporate governance services to a number of Apex’s largest clients, principally investment funds and underlying corporate vehicle structures. During your first few weeks in this role, you can expect to: Build a detailed understanding of client portfolios, entity-specific requirements, and applicable statutory regulations\u002Frequirements and act as a source of guidance to other team members Manage a varied client portfolio, including all aspects of administration, corporate governance and company secretarial matters Prepare and implement customer-specific procedures in relation to the governance and reporting requirements for specific client structures Attend client board meetings where necessary and review minutes\u002Frecords prepared by administrators Assist or lead the transaction management process for transactions such as share issuances or buybacks, corporate group restructuring or refinancing To apply for this role, your soft skills, expertise and experience should include: A minimum of 10 years’ company secretarial experience in the professional or financial services industry. Real Assets or Corporate Services experience is desirable. CGI qualified or part-qualified at CGQP level Working knowledge of UK Company law specifically relating to the obligations of UK companies and the Company Secretary’s role Ability to communicate effectively with all levels within the business in a clear and articulate manner and with an understanding of continual improvement processes Excellent communication, written management and organisation skills Ability to prioritise and manage competing deadlines Experience of providing directorships to client entities is desirable What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Competitive remuneration commensurate with skills and experience; Training and development opportunities 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":568,"slug":569,"title":570,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":571},14485,"financial-controllermanager-financial-accounting-apex-group-company-services-uk-limited","Financial Controller\u002FManager - Financial Accounting","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 Financial Controller\u002FManager Summary of role: The role is part of the regional Apex Finance team reporting to the Head of finance UK. The Role &amp; Key Responsibilities: Regulatory FCA reporting: P\u002FL, balance sheet, capital adequacy, liquidity etc. Balance sheet review- managing risks and opportunities Assist the Head of finance with the monthly UK finance business review KPIs and budget analysis Drive cost saving initiatives, revenue growth &amp; working capital improvement Team lead on annual budgeting &amp; mid-year reforecasting processes Business partnering and stakeholders management Assist with filing VAT submissions, tax and social security returns Manage external audit, deadlines and deliverables Entities rationalisation- consolidate and merge entities, liquidate unused companies UK entities rationalisation and M&amp;A integration Process improvement and strengthen financial control Review of annual financial statements Support the UK head of finance with any additional ad hoc requirements and all requested information by set deadlines to drive the business forward Skills Required: Qualified accountant Accounting experience and qualifications Fluent English knowledge (written &amp; conversational) Advanced Microsoft Excel skills with experience in developing, consolidating and maintaining finance models Strong problem-solving skills with the ability to identify issues and propose solutions and make decisions Strong communication, influence and interpersonal skills including the ability to set up solid cross-functional partnerships Organised and accurate in working methodologies. with an eye for the detail and ability to work in a cross functional stakeholder environment Team worker and willing to pick up other duties to assist in a small finance team What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Opportunities for personal and professional development 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":573,"slug":574,"title":575,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":576},14486,"head-of-service-unitas-apex-group-company-services-uk-limited","Head of Service - Unitas","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 Apex Unitas Limited Unitas – Head of Service Head of Service is responsible for global service delivery for Unitas products to external clients and those contracted by several Apex Group companies and which involve intragroup service agreements. The role will be a company director of Apex Unitas Limited and of the subsidiary nominee entities. The role will accordingly be an SMF3 (Executive Director) role as defined by the FCA Senior Managers regime and will also be Certified Management Function. Role expertise and experience requirements: Requiring 8 years private markets senior investment operations experience Holding a degree in Maths\u002FStatistics\u002FAccounting or a Qualified accountant with minimum 5 years PQE. Detailed knowledge of CASS 5 and 6 and application of rules to operational teams. Experience of designing, implementing and running of operational CASS processes, including but not limited to client money reconciliations, interest calculations and regulatory reporting. Board reporting and attendance experience Experienced in dealing as point of escalation with clients and representing the company in new business processes with material potential clients. Ability to have significant input into product design and to be a decision maker on whether potential new product operational processes can be assimilated into current structure. Senior management responsibility for managing, reviewing and changing banking and sub custody relationships. Detailed knowledge and experience of private and exchange traded assets and associated investment processes. Experience of client and large data set migrations. Proactive, self-starter The above is not an exhaustive list of day-to-day responsibilities. 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":578,"slug":579,"title":287,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":288},18213,"investment-risk-oversight-apex-group-company-services-uk-limited",{"id":581,"slug":582,"title":583,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":584},20000,"business-partnering-apex-group-company-services-uk-limited","Business Partnering","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 Business Partnering Description Reporting directly to the Global Revenue &amp; Business Partnering Head of FP&amp;A in London, this is an exciting opportunity for an experienced VP finance professional to work in a high calibre team and to develop regional p&amp;l reporting, revenue analytics, planning and reporting framework. Emphasis is on elevating regional revenue analysis, including client profitability, organic growth, forward looking KPIs (e.g., revenue by headcount, AUM servicing) and cohort analysis. A key focus is to build out regional monthly recurring revenue analysis, especially in business segments, and to provide insights and drivers for month-on-month variances and variances to plan. The role will set the regional planning in line with the group’s guidelines for revenue planning and forecasting, lead on reporting strategic revenue initiatives, provide competitor benchmarking, and input into equity models. Ability to communicate with senior stakeholders, including the Regional Head, CFO, Sales, CRM, Product, the Group CFO and the Chief Commercial Officer is key. Job specification Build executive presence and daily interaction with senior stakeholders. Stakeholders include: Regional Business Heads Regional Finance Heads and Regional Finance Teams Group CFO Chief Product Officer and Product Heads Chief Commercial Officer Produce Monthly Revenue Results covering: Regional P&amp;L reviews including key revenue messaging (CM vs PM\u002FPY\u002FPlan\u002FFC) Monthly regional revenue flash, using inputs from FP&amp;A Business Partners Monthly recurring revenue, non-recurring revenue Organic Growth and other KPIs (e.g. Revenue by Headcount) NII and market movement analysis Benchmarking to peers Client profitability analysis \u002F cohort analysis Revenue by region and country trend analysis Revenue by product trend analysis Lead monthly Revenue Reviews at a Regional Level: Drive the monthly revenue review process for the Regional CEO, CFO Drive, including: Providing the revenue early view (Flash) by product line and region Providing drivers and explanations for movements month on month and versus plan, forecast and prior year Run the Revenue Annual Plan and Forecasting Process and Reviews: Set the revenue strategic plan with the CEO, CFO, Chief Product Officer and Chief Commercial Officer Set out the revenue plan guidelines and monitor the plan process Provide insight to the plan Deliver a rolling revenue forecast together with the group FP&amp;A team Ad Hoc: Develop and assist with rolling out revenue BI reporting Board, Lender, CEO and CFO queries Regular interaction with product line and regional teams on revenue related topic Skills Required: Bachelor’s degree in accounting\u002Ffinance Excellent knowledge of Microsoft suite of products, particularly Excel and presentations Demonstrable success in delivering cohort analysis Demonstrable success in delivering revenue plans Good communication and writing skills to support commentary for senior executives Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":586,"slug":587,"title":588,"location":146,"raw_job_location_address_addressLocality":146,"raw_hiringOrganization_logo_url":146,"raw_description":589},20001,"global-head-of-planning-and-forecasting-apex-group-company-services-uk-limited","Global Head of Planning and Forecasting","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 Global Head of Planning &amp; Forecasting London, UK Description Reporting to the Global Head of Group Reporting in London, this is an exciting opportunity for an experienced finance professional to lead a high caleribre 3 person team and to lead the Apex Group Planning and rolling forecast process following the go- live of a new ERP system. Responsibilities includes: Development of the planning and rolling forecast model Strategic target setting for the annual plan Driving the plan sign-off process with the regions Preparation of the Group plan or forecast presentation Emphasis is on enhancing the Workday Adaptive Planning model including leveraging forward looking inputs and scenario planning. Strong communication skills are required as reviews are held with the c-suite within the organisation (CEO and Founder, CFO, COO, etc). The role will collaborate with colleagues within FP&amp;A (e.g. business partners and revenue reporting lead). An excellent knowledge of financials, accounting, analytics and attention to detail is key. Job specification Lead the annual plan, plan model development and plan governance processes: Own the end-to-end group planning process, from written instructions, to final board presentations Develop strategic financial targets together with the Group Head of FP&amp;A and the Group CEO\u002FCFO\u002FCOO\u002FChief Commercial Officer. Establish mechanisms to ensure that bottom-up plans deliver against the group strategic targets Create plan dashboards for executive review, to enure planning gaps \u002F issues are identified early in the process Create plan dashboards for regional and product line reviews, to ensure that regions and product heads have a good knowledge of their plan, and to ensure that reviews are robust enough to allow for plan sign-offs Design and prepare the plan board deck together with the Group Head of FP&amp;A and the Group CFO\u002FCOO\u002FChief Commercial Officer Prepare FX risk analysis and maintain the Plan constant currency reporting Plan sign-off status tracking engaging directly with the regional teams Prepare the presentation for the annual plan or forecast Maintain the Plan and update for geography changes (e.g. product line changes) Develop driver based modelling for scenario planning Expand current planning model to include full cashflow and balance sheet plans Working with technical experts, establish integrations to various source systems Monitor performance of the Planning model Oversee the ongoing maintenance of the Planning model Develop the monthly rolling forecast process Review and understand monthly variances to plan, including KPI’s, e.g. Organic Growth, Efficiency Scores Develop the rolling forecast process, including agreement and sign-off by regional and product line heads Provide insight to businesses on run rates needed to achieve the monthly plan and revised forecasts Provide FX risk analysis and maintain the forecast constant currency reporting Ad Hoc: Run ad hoc reporting and analysis for the Group Head of FP&amp;A relating to c-suite queries Skills Required: Bachelor’s degree in Accounting\u002FFinance Strong communication and writing skills to support commentary for senior executives Strong technical skills with experience working with large data sets Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage• Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Competitive remuneration commensurate with skills and experience; Training and development opportunities A high level of visibility within a large organisation on an upwards trajectory Being part of a high performing team with a strong team culture 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. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us","Apex Group Company Services (UK) Limited ist ein herausragendes Unternehmen im Finanzdienstleistungssektor, das ein umfassendes Dienstleistungsangebot bietet, das auf die Bedürfnisse globaler Kunden zugeschnitten ist. Mit einer starken Präsenz in London spezialisiert sich das Unternehmen auf die Bereitstellung innovativer Lösungen und Unterstützung für Investmentfonds, Private Equity und Immobilieninvestitionen, wobei es Compliance und operative Exzellenz sicherstellt. Apex Group ist bekannt für sein Engagement, hochwertige, skalierbare Dienstleistungen anzubieten, die den sich entwickelnden Anforderungen der Finanzbranche gerecht werden.","Apex Group Company Services (UK) Limited is a distinguished entity within the financial services sector, offering a comprehensive suite of services tailored to meet the needs of global clients. With a strong presence in London, the company specializes in providing innovative solutions and support to investment funds, private equity, and real estate investments, ensuring compliance and operational excellence. Apex Group is renowned for its commitment to delivering high-quality, scalable services that cater to the evolving demands of the financial industry.",51.5196053,-0.097583,"140 Aldersgate Street","EC1A 4HY","United Kingdom"]