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

We are seeking a highly skilled and motivated professional to join our Fund Automation Team. This role will be responsible for driving automation, operational efficiency, and digital transformation across open-ended and closed-ended fund operations. A key focus will also include client onboarding automation and enabling AI-driven solutions to enhance business processes and decision-making.

Key Responsibilities

1. Fund Operations Automation

Design, develop, and implement automation solutions across the lifecycle of open-ended and closed-ended funds
Streamline fund accounting, reporting, and compliance processes through automation
Identify operational inefficiencies and drive process optimization initiatives

2. Client Onboarding Automation

Lead end-to-end automation initiatives for client onboarding processes
Integrate KYC, AML, and regulatory requirements into automated workflows
Collaborate with stakeholders to improve onboarding efficiency and reduce turnaround time

3. AI & Digital Transformation Enablement

Identify opportunities to leverage AI/ML solutions to enhance operational efficiency and business insights
Partner with technology teams to implement intelligent automation solutions (RPA + AI)
Promote and drive adoption of AI tools across business units
Support development and implementation of AI/ML models and algorithms
Assist in data collection, preprocessing, and feature engineering activities
Conduct research on emerging AI technologies and industry trends
Develop prototypes and proof-of-concept (PoC) solutions for new AI use cases
Perform testing and validation of AI models to ensure accuracy and performance
Maintain proper documentation of models, experiments, and technical processes
Collaborate with cross-functional teams to translate business requirements into AI solutions

4. Stakeholder & Project Management

Work closely with Operations, IT, Compliance, and Product teams
Translate business requirements into scalable technical solutions
Manage multiple automation initiatives and ensure timely delivery

5. Governance & Risk Management

Ensure all automation solutions comply with regulatory guidelines and internal policies
Monitor and maintain automation frameworks for stability, accuracy, and performance
Collaborate with global stakeholders to align technology initiatives with business priorities

Required Skills & Qualifications

Strong understanding of fund operations (open-ended and closed-ended funds)
Hands-on experience with automation tools (RPA, workflow platforms, etc.)
Exposure to AI/ML or data-driven solutions
Knowledge of client onboarding processes including KYC/AML
Strong analytical, problem-solving, and critical-thinking skills
Ability to work effectively across business and technology teams

Preferred Skills

Experience with AI platforms, NLP, or intelligent automation tools
Advanced proficiency in SQL, VBA, MS Access, and Excel
Hands-on experience with ETL tools and data mapping
Familiarity with fund accounting systems
Basic programming knowledge (Python/SQL) and data analytics concepts
Experience in digital transformation initiatives
Foundational knowledge of statistics and data analysis
Strong communication and collaboration skills
High attention to detail with a focus on quality
Curiosity and willingness to learn emerging technologies

Experience Requirement

Recommended Experience Range: 6–10 years: Strong individual contributor Ability to lead initiatives, influence strategy, and drive AI adoption across teams, with hands-on experience in fund operations and automation.

Qualification:

B. Tech/MBA

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

Client Implementation Specialist - FIT