Teams at Apex Group

Prepare fund financial statements, footnotes, and supporting schedules; coordinate year-end audits; monitor daily cash activity; manage capital allocations and partner accounts; track portfolio transactions and investment returns; fulfill investor requests; and train junior team members. The role requires approximately eight or more years of experience, strong accounting or finance knowledge, advanced Excel proficiency, and excellent communication skills.

Manage middle-office credit and loan administration operations, including asset setup, trade settlement, cash and position reconciliations, corporate actions, reporting, client servicing, SLA and KPI oversight, and escalations. Lead analysts supporting Canadian client services, coordinate across operational teams, manage onboarding and client meetings, resolve aged breaks, and improve processes. Requires extensive credit funds, loan administration, securities, trade lifecycle, reconciliation, and settlement expertise.

Administers corporate services deliverables for a client portfolio, including board meetings, records, statutory filings, bank accounts, document legalisation, and customer due diligence. Ensures accurate and timely client deliverables, coordinates team workflows, monitors tasks, and coaches subordinates. The role also requires maintaining client relationships, meeting legal and internal requirements, and managing work under tight deadlines.