About this role
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
Join our growing team and take on a key leadership role within a dynamic, global organisation. In this position, you will work at the heart of our fund operations, collaborating with senior stakeholders across multiple jurisdictions and contributing directly to the success of complex client structures. If you are looking for a role that combines strategic responsibility, client interaction, and team leadership—while offering continuous development in a truly international environment—this opportunity will allow you to make a meaningful impact from day one.
Responsibilities
Manage the processing of fund capital activity and distributions.
Draft and review corporate documentation (Board resolutions, AGM/EGM materials, etc.).
Collaborate with internal teams to ensure timely and accurate delivery of client deliverables.
Oversee assigned client relationships, ensuring service consistency and accuracy.
Maintain regular communication with clients, fund directors, and other stakeholders.
Manage AML/KYC follow‑ups in coordination with the transfer agent.
Review and approve bank payment instructions.
Oversee the client billing cycle.
Promote a strong risk management culture by identifying operational improvement areas.
Coordinate communication with the AIFM, portfolio management teams, legal advisors, and Depositary.
Lead internal coordination across departments (Service Delivery, Sales, Legal, Compliance, Risk, Technology) for onboarding new entities and managing new fund launches.
Act as an escalation point for transaction‑related issues.
Lead, mentor, and support the team.
Skills & Experience Required
University degree in Law, Tax, Business Administration, or a related field.
Strong knowledge of Luxembourg regulatory requirements.
Extensive understanding of the investment fund industry and Luxembourg fund structures.
Experience/knowledge of Depositary and AIFM functions.
Minimum 7 years of experience in the investment funds industry.
Proven team management experience.
Ability to review and understand legal and tax restructuring memos.
Strong expertise in Luxembourg company law.
Good understanding of accounting principles.
Ability to prepare and review board packs, participate in board/shareholder meetings, guide board members, and take detailed minutes when required.
Strong project management and multitasking abilities; comfort working under tight deadlines.
Excellent interpersonal, organisational, and communication skills.
Fluency in English; other languages considered an asset.
What We Offer
A unique opportunity to join a growing global organisation.
Exposure to multiple aspects of the business, including cross‑jurisdictional collaboration and direct interaction with senior management.
Comprehensive training and development opportunities.
A dynamic, multicultural work environment with challenging responsibilities.
Please note that a background check will be conducted as part of the hiring process once a job offer has been made. In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.
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.
Other facts
About Apex Group Ltd
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.
What you'll do
- Manage fund capital activity and distributions while overseeing client relationships and ensuring service consistency. Collaborate with internal teams and lead the onboarding of new entities and fund launches.
Ready to join Apex Group Ltd?
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