Transfer Agency Director, Fund Services

hace 2 semanas


Ciudad de México, Ciudad de México Apex Group A tiempo completo

The Apex Group is a leading provider of fund administration and middle office solutions. With over 10,000 staff across 50+ offices, the company administers circa $2.3 trillion in assets.

Apex Fund Services is seeking a Transfer Agency Director, Fund Services to oversee a 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, with knowledge of digital transformation, business process analysis, project management, and strong leadership skills. The successful applicant will be responsible for implementing effective risk awareness within the team, ensuring adherence to all documented controls, and promoting new thinking and creative solutions to address issues and mitigate risks.

Key responsibilities include:

  • Oversight of a team of 5-10 full-time employees executing daily tasks associated with investor onboarding
  • Collaboration with the Transfer Agency Hedge Fund Leadership team to define, scope, and articulate strategies for key changes
  • Development of high-performing teams through coaching and empowerment
  • Assistance in building out and training current teams
  • Determination of resource allocation to meet project goals and deadlines

This is a senior-level position that requires strong communication and problem-solving skills, as well as the ability to work with all levels within the organization. The successful applicant will have a strong understanding of fund legal structures and the fund administration business, with up-to-date knowledge of AML/KYC and FATCA regulations.

Estimated salary: $120,000 - $180,000 per annum, depending on experience.

We are an equal opportunity employer committed to diversity and inclusion. We welcome applications from talented individuals who share our values and are passionate about delivering exceptional results.



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