Head of Operations Alternative Investments

Head of Operations Alternative Investments / Assets Join to apply for the Head of Operations Alternative Investments / Assets role at Apex Group Ltd 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 a workforce of over 13,000 employees across 112 offices worldwide. Location Mexico City, Mexico The Role The Head of AFORES will be responsible for leading Apex Group’s specialized operations in Mexico related to AFORE trust structures and pension fund vehicles. This position will oversee the end‑to‑end administration of AFORE mandates, ensuring compliance with regulatory obligations while delivering accurate, transparent, and timely reporting to both clients and regulators. The role will also be responsible for treasury management, tax services, payroll, and labour matters related to these structures, as well as coordination with Apex’s global service teams. Responsibilities Manage the trust of AFORES to ensure compliance with investment obligations. Coordinate investment subscription processes, capital disbursements, and cash flow operations. Oversee treasury management and liquidity planning for AFORE vehicles. Monitor investment performance, ensuring timely portfolio/fund accounting, NAV calculations, and financial reporting. Facilitate audits and ad hoc reporting requests to ensure transparency with clients and stakeholders. Ensure accurate regulatory reporting and disclosures to CNBV, BMV/BIVA, and CONSAR. Support and execute AFORES instructions, including the coordination of committees and assemblies. Supervise tax structuring and delivery of well‑structured tax services. Oversee payroll and labour matters connected to trust and fund operations. Act as a primary point of escalation for AFORE‑related client issues. Foster a culture of compliance, accuracy, and continuous improvement within the AFORES service team. Qualifications, Skills and Experience University degree in Accounting, Finance, Economics, Business Administration, or a related field. Professional accounting or finance designation strongly preferred (CPA, CMA, CA, ACCA, etc.). 10+ years of experience in fund administration, trust management, or pension fund services, with at least 5 years in a leadership role. Strong understanding of Mexican pension fund structures (AFORES, CERPIs, CKDs) and applicable regulations. Proven track record in portfolio/fund accounting, NAV calculations, and treasury operations. Knowledge of IFRS, Mexican GAAP, and tax frameworks. Experience managing client relationships and working with regulators (CNBV, CONSAR, BMV/BIVA). Highly organized with strong analytical skills and acute attention to detail. Proficiency in Microsoft Office Suite, particularly Excel; experience with fund administration platforms a plus. Strong communication and interpersonal skills, with fluency in both Spanish and English. Ability to manage multiple priorities under tight deadlines. What you will get in return A unique opportunity to lead Apex’s growing AFORES service line in Mexico. Exposure to cross‑border business operations and global senior management. A chance to shape Apex’s market presence in Mexico’s pension and institutional investment ecosystem. Career development in a global financial services provider with significant opportunities for growth. Mexico City, Mexico • MX$700,000.00‑MX$1,500,000.00 • 1 month ago #J-18808-Ljbffr