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 our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Role Summary
We are seeking a highly skilled and motivated professional to join our Fund Automation Team. This role will be responsible for driving automation, operational efficiency, and digital transformation across open-ended and closed-ended fund operations. A key focus will also include client onboarding automation and enabling AI-driven solutions to enhance business processes and decision-making.
Key Responsibilities
1. Fund Operations Automation
- Design, develop, and implement automation solutions across the lifecycle of open-ended and closed-ended funds
- Streamline fund accounting, reporting, and compliance processes through automation
- Identify operational inefficiencies and drive process optimization initiatives
2. Client Onboarding Automation
- Lead end-to-end automation initiatives for client onboarding processes
- Integrate KYC, AML, and regulatory requirements into automated workflows
- Collaborate with stakeholders to improve onboarding efficiency and reduce turnaround time
3. AI & Digital Transformation Enablement
- Identify opportunities to leverage AI/ML solutions to enhance operational efficiency and business insights
- Partner with technology teams to implement intelligent automation solutions (RPA + AI)
- Promote and drive adoption of AI tools across business units
- Support development and implementation of AI/ML models and algorithms
- Assist in data collection, preprocessing, and feature engineering activities
- Conduct research on emerging AI technologies and industry trends
- Develop prototypes and proof-of-concept (PoC) solutions for new AI use cases
- Perform testing and validation of AI models to ensure accuracy and performance
- Maintain proper documentation of models, experiments, and technical processes
- Collaborate with cross-functional teams to translate business requirements into AI solutions
4. Stakeholder & Project Management
- Work closely with Operations, IT, Compliance, and Product teams
- Translate business requirements into scalable technical solutions
- Manage multiple automation initiatives and ensure timely delivery
5. Governance & Risk Management
- Ensure all automation solutions comply with regulatory guidelines and internal policies
- Monitor and maintain automation frameworks for stability, accuracy, and performance
- Collaborate with global stakeholders to align technology initiatives with business priorities
Required Skills & Qualifications
- Strong understanding of fund operations (open-ended and closed-ended funds)
- Hands-on experience with automation tools (RPA, workflow platforms, etc.)
- Exposure to AI/ML or data-driven solutions
- Knowledge of client onboarding processes including KYC/AML
- Strong analytical, problem-solving, and critical-thinking skills
- Ability to work effectively across business and technology teams
Preferred Skills
- Experience with AI platforms, NLP, or intelligent automation tools
- Advanced proficiency in SQL, VBA, MS Access, and Excel
- Hands-on experience with ETL tools and data mapping
- Familiarity with fund accounting systems
- Basic programming knowledge (Python/SQL) and data analytics concepts
- Experience in digital transformation initiatives
- Foundational knowledge of statistics and data analysis
- Strong communication and collaboration skills
- High attention to detail with a focus on quality
- Curiosity and willingness to learn emerging technologies
Experience Requirement
Recommended
Experience Range:6–10 years: Strong individual contributor Ability to lead initiatives, influence strategy, and drive AI adoption across teams, with hands-on experience in fund operations and automation.
Qualification: B. Tech/MBA
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Skills Required
- 12-15+ years of experience in Transfer Agency, Fund Administration, or Investor Services
- Proven track record in leading fund onboarding/integration projects in MEAM or emerging markets
- Strong understanding of investor lifecycle and regulatory frameworks
- Experience with TA platforms (e.g., Paxus, eFront, PureFunds, Investran)
- Exceptional communication and stakeholder management skills
- Educational background: MBA / CFA / CA / M.Com or equivalent
Apex Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.
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Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
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Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
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Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.
Apex Group Insights
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
