Executive Director, Global Transfer Agency Operations
hace 7 días
The Apex Group has established a strong presence in the fund administration and middle office solutions industry since its inception in Bermuda in 2003. The company's product suite has continuously evolved by incorporating additional services spanning the full value chain of a fund, including information delivery and regulatory products, fund platforms, and tax services.
With a globally distributed service model, Apex has rapidly expanded through organic growth and strategic acquisitions. This has enabled the delivery of services by over 10,000 staff across more than 50 offices worldwide. The Apex Group administers approximately $2.3 trillion in assets, catering to some of the largest funds and institutional investors globally.
Apollo Fund Services is seeking an experienced professional to fill the role of Executive Director, Global Transfer Agency Operations for its Mexico City office. The ideal candidate will have a strong background in transfer agency operations and be familiar with the requirements of Hedge Funds, Private Equity, Real Estate, and Fund of Funds markets.
The successful candidate will be responsible for overseeing a team of 5-10 full-time employees in executing daily tasks associated with investor onboarding. This includes liaising with AML/KYC & FATCA processors, fund accountants, compliance, and treasury functions to service client investors. Additionally, the Executive Director will be responsible for ensuring timely and accurate client deliverables, as well as maintaining adherence to internal transfer agency procedures and regulatory AML requirements.
About the Role- Promote a culture of coaching, empowering leaders to develop their team's performance in building high-performing teams
- Become actively involved in business development initiatives such as new business take-on
- Identify emerging risks and potential roadblocks to successful client implementations
- Oversee the team responsible for Investor onboarding, AML/KYC documentation & administration, data maintenance, transaction processing & investor servicing, cash & trade settlement processing, bank account reconciliation, periodic client & investor reporting, client conversions, and client change request management
The ideal candidate will have 10-15 years of experience in a related role, preferably in transfer agency operations. Strong leadership skills, project management expertise, and knowledge of digital transformation are essential for this position. The candidate should also possess excellent communication and interpersonal skills, with the ability to work effectively in a global team environment.
Requirements- Strong understanding of fund legal structures and the fund administration business
- Demonstrated ability to manage complex projects
- Strong planning, organizational, and entrepreneurial skills
- Knowledge of accounting, finance, and investment concepts
- Ability to adapt to changing priorities and varied decision-making scenarios
We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience, plus benefits and opportunities for professional growth and development.
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