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Manages accounting and financial reporting for a portfolio of client entities. Responsibilities include bookkeeping, preparing and reviewing financial statements and management accounts, maintaining accounting records, liaising with auditors, regulators, clients, and internal teams, and ensuring compliance with IFRS, the Companies Act, relevant GAAP, internal policies, and deadlines.

Lead techno-functional support for FIS Investran: design, develop and maintain Crystal/SSRS reports, write SQL, drive automation and application issue resolution with vendor, create technical documentation, and manage stakeholder relationships while supporting daily client reporting operations and ad-hoc projects.

Supports corporate administration for a portfolio of real-assets clients. Responsibilities include preparing compliance and governance documents, coordinating board meetings, maintaining entity and client records, assisting onboarding and lifecycle processes, reviewing financial information, handling client communications, and escalating discrepancies. The role requires strong organization, analytical ability, communication, teamwork, and attention to detail in a regulated financial-services environment.

Supports transfer agency and fund administration activities for clients, maintaining accurate investor and shareholder records, processing transactions, and delivering high-quality operational service. The provided description contains limited role-specific responsibilities beyond the transfer agency function.

Design and improve Holtara.io’s B2B sustainability platform through user research, interaction design, visual design, prototyping, and design-system development. Conduct interviews and usability testing, translate complex data and workflows into clear experiences, and collaborate with Product, Engineering, Data, Sustainability, Advisory, and Marketing teams. Also support websites, reports, dashboards, presentations, and marketing materials while promoting consistent, accessible, evidence-based design across Holtara’s touchpoints.

Reviews private equity and real estate fund accounting activities, including capital activity, partner allocations, financial statements, capital statements, and investor onboarding documentation for AML/KYC compliance. Provides accounting services, calculates net asset value, reviews team members’ work, coaches staff, and ensures timely, high-quality delivery.

Lead Jersey risk management for Apex Group, advising leadership and Boards, implementing the risk framework, overseeing operational, regulatory, financial, reputational, and strategic risks, and strengthening governance and controls. The role includes risk reporting, incident and breach remediation, client acceptance challenge, risk assessments, business continuity, operational resilience, regulatory monitoring, and promoting a proactive risk culture across a regulated financial services environment.

Reviews client KYC documentation, validates records against risk ratings, coordinates clarification requests, and performs name-list screening and negative-news searches. The role requires knowledge of due diligence, compliance, and offshore financial structures, along with strong interpersonal, planning, and time-management skills.

Manages onboarding and integration of new fund administration clients across jurisdictions, serving as the primary client contact through transition to business-as-usual operations. Coordinates account openings, documentation, legal agreements, system setup, launches, conversions, and cross-functional teams. Maintains Salesforce records, produces KPI and management reports, supports regional business meetings, and mentors staff.

Manage real estate, private equity, and alternative investment structures while overseeing corporate governance and company secretarial services. Coordinate board and shareholder matters, regulatory filings, transactions, entity onboarding, corporate actions, and cross-functional projects. Serve as a key client contact, review legal and transactional documentation, monitor team deliverables, support junior staff, and improve processes, controls, and operational efficiency.