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
This role supports APEX Fund Services’ global Investor Solutions operations from theIndia Global Service Centre (GSC). The incumbent will partner closely with onshore clientteams, product, technology, and internal stakeholders to deliver high‑quality investor services, reporting, governance, and oversight.Job Specification:Governance, Oversight & Review Provide oversight and sign‑off on all key Client/Investor reporting produced by GSC. Ensure end‑to‑end governance, including policy adherence, operational controls, and audit readiness. Oversee training strategy, capability building, and continuous development across teams. Partner with GSC and global leadership to ensure efficient resourcing, structure, and productivity. Drive culture of risk management, operational excellence, and proactive issue mitigation. Ensure full implementation and monitoring of Incident Management, including root‑cause analysis and remediation. Identify strategic control gaps, systemic risks, and recommend enhancements. Lead initiatives to streamline operational processes, increase efficiency, and leverage automation. Oversee oversight of cash reconciliations, AML escalations, and investor activity exceptions. Ensure Group Policies, Procedures, and Checklists are consistently implemented across teams.Client Service & Engagement Ensure outstanding service delivery for global clients through strong operationalleadership. Act as senior escalation points for client, investor, and regulatory matters. Build strong partnerships with CRM, Product, Technology, Sales, and senioronshore stakeholders. Ensure SLAs, KPIs, and quality metrics are consistently met or exceeded. Lead review of client fund documentation and oversee operationalinterpretation. Oversee fee/expense processing governance across client funds. Lead and coordinate TA components of annual external audits. Manage high‑level auditor interactions and ensure satisfactory audit outcomes. Attend Monthly/Quarterly client calls, present updates on performance, risk, and initiatives. Participate in client board meetings, due diligence visits, and RFP support as required. Sponsor adoption of advanced technology, automation, and digital tools within TA operations.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.
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
