Senior Vice President, Transfer Agency

hace 1 semana

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

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Transfer Agency Senior Vice President

Role Summary:

Apex Fund Services is seeking to invite applications from candidates for a Transfer Agency Senior Vice President for its Mexico City office. Apex Fund Services provides fund administration services to a wide variety of alternative fund structures in the Hedge Funds, Private Equity, Real Estate and Fund of Funds market.

The candidate is responsible for the oversight and build out of a team of 5-10 full-time employees in executing the daily tasks associated with investor onboarding by liaising with AML/KYC & FATCA processors, fund accountants, compliance and treasury functions to service our client's investors. The Senior Vice President will report into the Regional Head of North America in New York.

Key Responsibilities:
  • Works with the Transfer Agency Hedge Fund Leadership team to further define, scope and articulate the details behind the strategy to enable successful implementation of key changes.
  • Promote a culture of coaching, empowering leaders to develop their team's performance.
  • Become actively involved in the development of the business by involvement in initiatives such as new business take on.
  • Identifies and calls out emerging risks and potential roadblocks to successful client implementations.
  • Oversee the team responsible for:
    • Investor onboarding, AML/KYC documentation & administration, and data maintenance
    • Transaction processing & investor servicing
    • Cash & trade settlement processing
    • Bank account reconciliation
    • Periodic client & investor reporting
    • Client conversions
    • Client change request management
  • Assist in building out and training the current teams.
  • Determine how to allocate resources to meet project goals and deadlines.
  • Implement effective risk awareness within the team, ensuring each member adheres to all documented controls.
  • Promote new thinking, creative solutions, and ways of working to address issues and mitigate risks.
  • Ensure control framework and documented Transfer Agency procedures and policies are in line with regulations both locally and globally.
  • Keep up to date on all regulatory and internal risk updates that impact the business.
  • Manage international client relationships.
  • Review, understand and discuss fund governing documents with staff and clients.
  • Provide periodic reports and feedback to senior management.
  • Responsible for change management where required including ad hoc project management.
About You:
  • 10-15 years of experience, preferably in a related role
  • Business Process Analysis
  • Knowledge of digital transformation
  • Data analytical mindset
  • Project management
  • Strong leadership skills with demonstrated ability to drive change
  • Demonstrated ability to manage complex projects
  • Strong planning, organizational skills, and entrepreneurial skills
  • Knowledge of accounting, finance, and investment concepts
  • Strong communication (verbal and written) and problem-solving skills
  • Must be able to work with all levels within the organization
  • The ability to adapt to changing priorities and varied decision-making scenarios
  • Good interpersonal skills to develop working relationships with colleagues, clients, and professional intermediaries

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 status, responsibilities for dependants, or physical or mental disability. Any hiring decisions 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 but also by positively impacting people, society, and the planet.

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