Careers at Apex Group

Description

• The Digital Product Scrum Master is responsible for facilitating Agile delivery across digital product teams, ensuring the effective execution of product roadmaps, continuous improvement of team performance, and successful delivery of business value. The role serves as a servant leader, coach, and facilitator, enabling cross-functional teams to adopt Agile best practices while removing impediments and fostering collaboration across Product, Technology, Data, and business stakeholders. 

Job specification
Agile Delivery & Team Leadership 

• Facilitate Agile ceremonies including sprint planning, daily stand-ups, sprint reviews, retrospectives, and backlog refinement. 
• Coach teams on Agile principles, Scrum practices, and continuous improvement methodologies. 
• Support Product Owners in maintaining and prioritizing product backlogs aligned to business objectives. 
• Foster high-performing, self-organizing teams focused on delivering customer and business value. '

Delivery Management 

• Monitor sprint progress, delivery risks, dependencies, and team capacity. 
• Remove blockers and facilitate resolution of issues impacting delivery timelines. 
• Drive predictable and efficient delivery of product enhancements and strategic initiatives. 
• Ensure alignment between product, technology, and business teams throughout the delivery lifecycle. 

Stakeholder Engagement 

• Partner with Product Owners, Technology Leads, and business stakeholders to support successful product delivery. 
• Provide transparency on progress, risks, dependencies, and delivery outcomes. 
• Facilitate cross-functional collaboration across global teams and stakeholders. 

Agile Governance & Continuous Improvement 

• Track and report Agile delivery metrics, including velocity, cycle time, sprint predictability, and team performance. 
• Identify opportunities to improve Agile maturity, team effectiveness, and delivery efficiency. 
• Promote a culture of accountability, collaboration, innovation, and continuous improvement. 
• Support scaling Agile practices across multiple teams and products where required. 

Change & Transformation Support 

• Champion Agile ways of working across the organization. 
• Support digital transformation initiatives through effective delivery management and change adoption. 
• Contribute to the development of Agile standards, frameworks, and best practices. 

Skills Required:

• Bachelor's degree in Business, Technology, Information Systems, or a related field. 
• Certified Scrum Master (CSM), Professional Scrum Master (PSM), SAFe Scrum Master, or equivalent certification preferred. 
• Agile, Lean, or project delivery certifications desirable. Bachelor's degree in business, Technology, Information Systems, or a related field. 
• Certified Scrum Master (CSM), Professional Scrum Master (PSM), SAFe Scrum Master, or equivalent certification preferred. 
• Agile, Lean, or project delivery certifications desirable. 
   

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 Description

• The Digital Finance Product Owner is responsible for defining, prioritizing, and delivering digital finance solutions that enhance financial processes, reporting, analytics, and operational efficiency. Acting as the link between Finance, Technology, and business stakeholders, the role ensures finance products deliver measurable business value and support the organization's finance transformation agenda. 

Job specification

• Work Develop and maintain the roadmap for digital finance products and platforms. 
• Translate finance business requirements into product features, user stories, and delivery priorities. 
• Own and prioritize the product backlog, ensuring alignment with strategic objectives. 
• Partner with Finance, Technology, Data, and Operations teams to deliver scalable digital solutions. 
• Drive enhancements across ERP, planning, reporting, analytics, and automation platforms. 
• Support Agile delivery processes including sprint planning, testing, and release management. 
• Monitor product performance, user adoption, and stakeholder feedback to drive continuous improvement. 
• Ensure solutions meet governance, risk, compliance, and financial control requirements.

Skills Required:

• 5+ years' experience in Product Management, Finance Transformation, Financial Systems, Business Analysis, or related disciplines. 
• Bachelor's degree in Finance, Accounting, Business, Information Systems, or a related field. 
• CPA, ACA, ACCA, CIMA, MBA, or Product Owner certifications are advantageous. 
• Agile/Scrum Product Owner certification preferred
• Strong understanding of finance processes including accounting, reporting, budgeting, forecasting, and controls. 
• Experience with ERP and finance platforms such as SAP, Oracle, Workday, Dynamics, Anaplan, or OneStream. 
• Familiarity with Agile/Scrum methodologies and product management practices. 
• Strong stakeholder management, analytical, and problem-solving skills. 
• Experience with reporting and analytics tools such as Power BI or Tableau. 
   

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Description

• The Digital Product Data Analyst is responsible for leveraging data and analytics to drive product performance, user adoption, and business outcomes across digital finance products and platforms. The role partners with Product Owners, Finance, Technology, and Business stakeholders to generate actionable insights, measure product success, and support data-driven decision-making throughout the product lifecycle.

Job specification

Product Analytics & Insights 

• Analyze product usage, customer behavior, and performance data to identify trends, opportunities, and areas for improvement. 
• Develop KPIs and success metrics to measure product adoption, engagement, and business value. 
• Create dashboards and reports that provide actionable insights to product and business stakeholders. 
• Monitor product performance and proactively recommend enhancements. 

Data Analysis & Reporting 

• Collect, validate, and analyze data from multiple sources to support product strategy and decision-making. 
• Ensure data accuracy, integrity, and consistency across reporting environments. 
• Produce regular management reporting and ad hoc analysis to support business priorities. 
• Translate complex data findings into clear recommendations for non-technical audiences. 

Product & Business Partnership 

• Collaborate with Product Owners to define measurement frameworks for new products, features, and releases. 
• Support prioritization decisions through data-driven insights and business case analysis. 
• Partner with Finance and Technology teams to evaluate product performance and return on investment. 
• Contribute to product roadmaps by identifying user needs and improvement opportunities. 

Data Governance & Continuous Improvement 

• Support data governance, quality, and reporting standards. 
• Identify opportunities to improve reporting automation and analytical capabilities. 
• Promote best practices in data visualization, analytics, and performance measurement. 
• Assist in the development of self-service reporting solution

Skills Required:

• Bachelor's degree in data Analytics, Finance, Economics, Business, Information Systems, Mathematics, Statistics, or related discipline. 
• Relevant certifications in Analytics, Data Visualization, Power BI, Tableau, or SQL desirable. 
• 3-7 years of experience in Data Analytics, Product Analytics, Business Intelligence, Finance Analytics, or related fields. 
• Strong analytical and problem-solving capabilities with experience working with large datasets. 
• Experience supporting digital products, technology platforms, or transformation initiatives. 
• Advanced proficiency in Excel and data visualization tools. 
• Experience with Power BI, Tableau, Looker, or similar reporting platforms. 
• Working knowledge of SQL and data analysis techniques. 
• Understanding of Agile product development environments preferred. 
• Strong stakeholder management and communication skills. 

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Description

• The Digital Finance UX Manager is responsible for enhancing the user experience across finance systems, digital tools, and workflows. The role ensures finance technology solutions are intuitive, efficient, and drive high user adoption by partnering with Finance, Technology, and Product teams. 

Job specification

Design and improve user journeys across finance processes including planning, reporting, accounting, and forecasting. 

• Conduct user research, gather feedback, and identify opportunities to simplify processes and improve usability. 
• Partner with Product Owners and Technology teams to translate business requirements into user-centric solutions. 
• Develop wireframes, process maps, and experience recommendations for finance platforms. 
• Support user acceptance testing (UAT), training, and change management activities. 
• Monitor system adoption, user satisfaction, and experience metrics, driving continuous improvements. 
• Establish UX standards and best practices across digital finance products. 

Skills Required:

• Bachelor's degree in business, Finance, Information Systems, UX Design, or a related discipline. 
• UX, Design Thinking, Agile, or Change Management certifications preferred. 
• Understands the business and its challenges, and can translate business needs into HR solutions.
• 5+ years' experience in UX, Digital Transformation, Product Design, Business Analysis, or Finance Transformation. 
• Strong understanding of finance processes and enterprise systems (SAP, Oracle, Workday, Anaplan, OneStream, etc.). 
• Experience with UX tools such as Figma or Adobe XD. 
• Strong stakeholder management, facilitation, and problem-solving skills. 
• Experience working in Agile environments.

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• The Analyst will act as a control point between Sales, CRM, CSM, Onboarding and Data teams, ensuring that fee proposals are correctly interpreted, configured, and translated into Salesforce Opportunities that drive automated billing and revenue recognition.
• This role requires a good understanding of the Funds industry, excellent attention to detail, and ideally having experience working with Salesforce and CPQ tools. The successful candidate will collaborate across regions and departments to support our global sales process.
• The team will be multi-region to support all time zones where Apex is located.

Importance of the Role:

• This role is critical to ensuring that proposals are not only commercially sound but also accurately reflected in Salesforce to enable seamless billing and revenue recognition. By acting as a control point, the Salesforce Proposal & Opportunity Analyst helps safeguard data quality, compliance, and operational efficiency across the sales lifecycle.

Responsibilities:

• Partner with Sales and other staff involved in the sales process – all Opportunity owners.
• Interpret proposals, including fee proposals sold to prospective clients, and build these in Salesforce.
• Confirm that the fee proposal makes sense and the right combination of products has been sold.
• Configure quotes in Salesforce, add necessary products and pricing
• Undertake administrative work associated with the Opportunity, including:​
• Creation of any new accounts.
• Establishing an accurate account hierarchy
• Enrichment of account data.
• Adding necessary documents.
• Ensure accuracy of Deal team and split to capture commission correctly.
• Collaborate closely with Opportunity Owners (Sales, CRM, CSMs), plus Onboarding, Client Data team, and Data Quality team.

Required Skills & Experience:

• Ability to interpret complex fee proposals and translate them into system configurations.
• High attention to detail and commitment to data accuracy.
• Strong interest in Sales.
• Strong communication and stakeholder management skills.
• Experience working in a multi-regional, cross-functional environment.
• For Europe support, experience in the financial sector is required.

Nice to have: 

• Proven experience in the Funds industry, particularly regulated environments.
• Strong working knowledge of Salesforce; CPQ experience is highly desirable.

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Description 

• The Administrator – Corporate Actions will be responsible for the complete, accurate and timeous identification and processing of all Corporate Action Events on the Apex fund administration platforms.

Job specification

• Create and maintain corporate event data as required on the Apex investment systems;
• On a daily basis, validate that all corporate action settlements are accurate and in line with payment made at Custody;
• Input on a regular basis into the update of process documentation to record any changes in procedures or additional responsibilities allocated to the individual;
• Achieve deliverables against agreed deadlines and managing of expectations with clients;
• Build and maintain strong working relationships with external and internal clients;
• Stand in as a back-up for colleagues.

Skills Required:

• A related degree or diploma together with a minimum of 1 year’s administration experience;
• Strong numerical and analytical skills;
• Attention to detail;
• Ability to contribute to the overall team deliverables;
• Good communication skills.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities

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Role summary:

• We are seeking a proactive Administrator to join Apex’s Capital Markets team. This role requires the individual to take responsibility for the administration of a client portfolio whilst providing the highest quality of customer service.
• The candidate will have direct responsibility for servicing a large portfolio of offshore based clients and will work closely with the management team.

Key responsibilities:

• Be responsible for and working with the senior administrator managing a client portfolio including all aspects of administration & company secretarial matters.
• Manage the day-to-day client request and reporting.
• Communicate directly with clients and the manager to answer and resolve queries.
• Assisting with the organizing and supervising the execution of the income distribution and ongoing administration process (supported by a payment team).
• Ensure operations like subscription, redemptions and transfers are completed in a timely manner against set SLA monthly deadlines;
• Ensure all email queries are solved promptly and satisfactorily by monitoring client and fund manager emails;
• Ensure that responsibilities are done effectively and to agreed client, best practice, regulatory and statutory deadlines by closely working with senior administrator and managers in the team;
• Work with senior leadership to ensure the planning, coordination and completion of all regulatory obligations and administration requirements within strict deadlines for a portfolio of entities;
• Following customer specific procedures in relation to administration and reporting requirements for each entity;
• Assist the accountants in respect of the planning and coordination of audits and filing of annual statutory financials statements;
• Build detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members and to answer client queries;
• Assist with bank account openings and coordinate AML/KYC requests around the entity portfolio when required;
• Be aware of and assist with payment transactions for your client portfolio.
• Arrange and attend board meetings, prepare minutes, and maintain other appropriate records and logs;
• Prepare and implement customer-specific procedures in relation to the governance and reporting requirements for specific client structures.
• Manage a large client portfolio, including all aspects of administration and company secretarial matters.
• Preparation of documentation for signature;
• Ad-hoc administrative tasks as required. 
• Ensure adherence to internal policies, controls, and systems, including meeting any internal deadlines;
• Liaise with third parties such as lawyers, auditors, bankers, tax advisors, and alternative investment fund managers as required.
• Any other duties in the scope of the role that the company requires. Build key relationships with clients, respond swiftly to client requests, and manage client expectations;

Skills / experience:

• To be considered for this Administrator role, candidates should have at least 2+ years of experience in a fund administration role or relevant experience within financial services or law. An LLB, BCom, or a relevant business qualification is essential. Additionally, experience in corporate solutions, fiduciary services, legal work, or in-house company secretarial roles would be advantageous. Being an admitted attorney will further strengthen your application. A strong academic background in areas such as Chartered Secretary, Corporate Governance, Compliance, or similar fields is also desirable. You will also require the following:
• Proficiency in Microsoft Office (word, excel and outlook)
• Knowledge of the regulatory environment relating to fund management (some training will be provided)
• Willing to adapt and learn and work with a team
• Excellent communication skills, both written and verbal
• A basic understanding of AML requirements
• A working knowledge of Company Law and Corporate Governance advantageous
• Excellent organizational skills 
• Excellent attention to detail and accuracy
• Ability to obtain data from a number of sources and interpret accordingly. 
• Ability to work in a team environment, including with colleagues in other jurisdictions. 

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Description

• We are seeking a detail-oriented Senior Administrator to join our Governance / Company Secretarial team. In this role, you will be responsible for providing high-quality administration and company secretarial services to a dedicated client portfolio, ensuring full compliance with all relevant statutory obligations.
• The successful incumbent will serve as a key support to junior team members, offering daily guidance, mentoring, and on-the-job training. You will act as a first reviewer of outputs, support the Assistant Manager in delivering operational excellence, and play an active role in meeting internal performance goals and client service standards.

Job specification

Client Governance & Meeting Administration:

• Coordinate the full board and committee meeting cycle: scheduling, agenda drafting, board pack collation, meeting attendance, and minute finalization.
• Ensure meeting action items are completed and documented timeously.
• Maintain and update corporate calendars and action point logs for allocated clients.
• Ensure minutes are signed within required timelines and distributed accordingly.

Minute Drafting & Review:

• Draft clear, accurate, and concise minutes that capture discussions and decisions.
• Act as first reviewer of minutes prepared by team members, providing constructive feedback and ensuring alignment with client and internal standards.
• Conduct self-review of your own drafted minutes prior to escalation for second-level review.

Statutory Compliance & Record-Keeping:

• Monitor and manage statutory filing requirements in line with relevant legislation and internal deadlines.
• Maintain accurate and up-to-date statutory records (Registers of Members, Directors, etc.).
• Draft and submit corporate documentation to regulatory bodies as required.
• Ensure corporate data integrity through diligent record-keeping and system maintenance.

Client & Stakeholder Engagement:

• Act as the first point of contact for client-related governance queries within your portfolio.
• Foster strong working relationships with clients, legal advisors, and internal teams including the Luxembourg office.
• Liaise with Transfer Agents and ensure timely submission of documentation for regulatory deadlines.

Team Leadership & Mentoring:

• Provide day-to-day guidance, mentorship, and support to Administrators and new joiners.
• Lead training sessions on governance, compliance processes, and best practices as agreed with the Assistant Manager.
• Oversee team workload coverage, especially during leave periods or peak deadlines, and support weekly team planning.

Operational Efficiency & Contribution to Organizational Goals:

• Actively contribute to continuous improvement by identifying and helping implement process efficiencies.
• Align with company-wide objectives, including data excellence, service delivery, and positive culture building.
• Uphold the company's service standards, KPIs, and internal SLA expectations.
• Promote a positive and solutions-driven team culture by encouraging open communication and collaboration.

Skills Required

• Minimum 3 years’ experience in a full Company Secretarial or governance-related role.
• Minimum 2-3 years' experience of minute taking.
• LLB Qualification/ CGISA certification.
• AML/KYC Knowledge.
• Financial Services / Fund Administration exposure (highly adv).
• Strong working knowledge of corporate law, regulatory filings, and board governance processes.
• Experience working with clients across multiple jurisdictions (e.g., Luxembourg) is advantageous.
• Proficiency with minute-taking, corporate calendars, and governance documentation tools.
• Experience with workflow tracking platforms is a advantageous.
• Strong technical knowledge of governance and statutory compliance.
• Exceptional attention to detail and ability to self-review work.
• Excellent verbal and written communication skills.
• Ability to work independently while contributing to a wider team.
• Proactive problem-solver with a solution-oriented mindset.
• Proven time management and organisational skills.
• Strong interpersonal skills with the ability to build relationships with clients and internal stakeholders.

What you will get in return

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities.

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Role summary:

• We are seeking a highly experienced and proactive Assistant Manager to join Apex’s Capital Markets team, to take responsibility for the administration and overseeing the accounting of a client portfolio.  The role requires a motivated individual with strong technical expertise and leadership skills who can manage complex processes, provide mentorship to junior team members, and contribute to the strategic success of the department. The candidate will have direct responsibility for servicing a large portfolio of offshore based clients and will work closely with the management team and Client Directors.

Key responsibilities:

• Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members; including all aspects of administration & overseeing the accounting aspects;  
• Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
• Maintain and monitor diary notes and workflows; Prepare and maintain accurate entity summaries;
• Management Reporting and Statutory Reporting of corporate entities to ensure the team complies with all of its accounting and regulatory obligations and requirements including listing requirements and client reporting;
• Preparation and implementation of entity customer specific procedures in relation to the administration and reporting requirements;
• Act as point of contact with auditors in respect of the planning and coordination of audits and assisting with and running audits for clients;
• Ensuring reporting complies with entity and statutory requirements including local law, relevant GAAP or IFRS and other reporting principals and
• Ensure that client responsibilities are managed effectively
• Deal with the termination/exiting of funds or other corporate entities;
• To ensure service delivered meets company policy and/or service level agreement;
• Participate and provide support to all new business activities;
• Contribute to any relevant tasks arising out of on-going projects;
• Ensure that the client information is accurate at all times;
• Provide accurate and timely monthly reports of key management information to Management or as required;
• Manage and supervise a number of accountants and junior accountants and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
• Act as point of contact with client directors, assistant client directors and intermediaries such as auditors, bankers and investment managers as required;
• Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
• Build key relationships with client directors and assistant client directors in the sending location, ensuring the team responds swiftly to requests and manages expectations;
• Contribute to the overall management of the team and business;
• Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
• Ensure that all compliance and mandatory training is completed within required
• timescales; To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description. 
• Technical Proficiency: Advanced skills in Microsoft Office applications (Word, Excel, Outlook), paired with a working knowledge of regulatory environments in fund management and company law. Familiarity with corporate governance and AML requirements is advantageous.
• Leadership Expertise: Motivated and driven Proven ability to mentor and guide teams, with a strong track record in managing projects and delivering exceptional results.
• Organizational Excellence: Exceptional multitasking abilities, attention to detail, problem solving and accuracy, ensuring efficient execution of responsibilities across jurisdictions. Ability to prioritize work and meet strict deadlines.
• Analytical Strength: Ability to source and interpret complex data from multiple channels to drive informed decision-making.
• Effective Communication: Outstanding written and verbal communication skills to engage with clients, team members, and stakeholders confidently and professionally.
• Team Collaboration: Skilled at working within cross-jurisdiction teams, fostering a cooperative and adaptable environment.
• Proactive Problem-Solving: A solution-oriented approach with the ability to implement process improvements and drive operational efficiency
• Industry Insight: Deep understanding of accounting and regulatory obligations and accounting frameworks (IFRS and GAAP), statutory regulations, corporate governance practices, and fiduciary.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;

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Description

• The Trainee Fund Accountant role involves the preparation of accurate portfolio valuations on a timely basis. The role holder is responsible for the accounting of multiple portfolios, maintaining underlying accounting records, and assisting in the production of financial statements.

Job specification

• Prepare daily, weekly and/or monthly portfolio valuations.
• Maintain the underlying accounting records for assigned funds.
• Liaise with fund managers, brokers, and custodians to resolve issues in a timely manner.
• Reconcile brokerage and custodian accounts to underlying records.
• Build and maintain strong client relationships while delivering high-quality service.
• Assist external auditors and support the audit process.
• Support senior team members with audit queries.
• Conduct periodic reviews and identify errors or inconsistencies.

Skills Required:

• Excellent interpersonal and teamwork skills.
• Strong attention to detail and structured approach to work.
• Strong customer service and communication skills.
• Ability to priorities tasks and meet strict deadlines.
• Good analytical and problem-solving skills.
• Degree or diploma in Commerce (including Financial Accounting II or equivalent).
• At least 6 months -1 years of relevant experience.
• Proficiency in Microsoft Excel.
• Knowledge of hedge funds is advantageous.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities