Fresh Jobs at Apex Group

Description

• FundRock Collective Investments (Manco) is a Collective Investment Schemes (CIS) hosting platform for both hedge funds and unit trusts. The successful Risk candidate will form part of the risk management team within the Manco, where the role forms an integral part in fulfilling risk monitoring and reporting requirements.

Job specification
The role will focus on reporting, data analysis and risk support within the Manco environment, including: 

• Prepare and submit ASISA, SARB, Finswitch and Morningstar reporting, including instrument classification and asset allocation reporting.
• Produce SARB client-level reports, holdings reports and bi-annual SARB B16 submissions.
• Manage data uploads and data quality checks across reporting systems, including Moonfire.
• Monitor and investigate risk and compliance breaches, ensuring issues are addressed within agreed timelines.
• Prepare risk reporting for regulators, investors, management, the Audit & Risk Committee and the Board.
• Reconcile data between accounting, reporting and risk systems.
• Review fund reporting, including NAVs, TER calculations, income distributions and fund fact sheets.
• Assist with investment due diligence reviews, policy updates and the enhancement of risk controls and procedures.
• Support risk oversight and reporting in line with FSCA and other regulatory requirements.
• Work closely with internal teams, investment managers, trustees, custodians and other service providers to resolve queries and improve processes.
• Support operational, regulatory and project-related initiatives as required.
• Undertake other ad hoc duties and responsibilities that may reasonably be required to support the changing needs of the Manco and broader business  

Skills Required:

• Formal qualification preferably in Finance, Accounting, Investments, or a related field.
• 2-3 years of current and relevant industry experience.
• Experience in Fund Accounting and/or the Collective Investment Schemes (CIS) industry would be advantageous.
• Strong Excel and data analysis skills.
• Ability to work with large datasets and identify issues or opportunities for improvement.
• Good understanding of financial markets, investments and risk-related reporting.

The ideal candidate will:

• Communicate effectively with colleagues, clients and service providers.
• Be proactive, organised and solutions focused.
• Enjoy working with data and solving problems.
• Be comfortable working under pressure and meeting deadlines.
• Collaborate well within a team and take ownership of their work.
• Have a positive attitude and a willingness to learn and grow.
   

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Role Purpose

• To support the management and delivery of a portfolio of clients within the EPRS division, including employee benefit trusts, employee share plans, nominee arrangements and associated corporate structures. The Assistant Manager will take day-to-day ownership of allocated client matters, supervise and review the work of junior team members and act as a key point of contact between the South African administration team, client-facing teams and external stakeholders.

Key Responsibilities

• Develop a detailed understanding of allocated client portfolios, governing documentation, share plans and client-specific requirements;
• Plan, coordinate and monitor client deliverables, transactions and statutory or regulatory obligations to ensure deadlines and service standards are met;
• Oversee the administration of employee benefit trusts, share plans, nominee arrangements and associated corporate entities;
• Coordinate and review share plan activity including share acquisitions and disposals, vestings, option exercises, share transfers, distributions, funding and other corporate actions;
• Ensure transactions are appropriately supported, authorised and documented in accordance with trust deeds, plan rules, corporate authorities and internal procedures;
• Review minutes, resolutions, correspondence, transaction documentation, board/trustee packs and other work prepared by administrators and senior administrators;
• Provide day-to-day supervision, technical guidance and coaching to junior team members, including allocation and monitoring of workloads;
• Act as an escalation point for routine operational and technical matters, identifying issues requiring referral to Managers, Senior Managers or Directors;
• Liaise with internal and external stakeholders including clients, lawyers, tax advisers, brokers, custodians, registrars, auditors and bankers;
• Ensure client records, registers, workflows, diaries and client-specific procedures are maintained accurately and kept up to date;
• Identify and promptly escalate operational, legal, regulatory or client risks;
• Ensure adherence to applicable Apex policies, procedures, controls and compliance requirements;
• Support new business, client onboarding, plan implementations, structural changes and client termination activities; and
• Contribute to process improvements and the development of consistent working practices across the EPRS team.

Skills & Experience

• Relevant experience within trust, corporate, fiduciary, employee benefits, share plan or a comparable professional or financial services environment;
• Experience managing or taking significant responsibility for a portfolio of clients or entities;
• Experience reviewing work and providing guidance to junior team members;
• Strong organisational skills and ability to manage competing priorities and deadlines;
• Excellent attention to detail and high levels of accuracy;
• Strong written and verbal communication skills in English;
• Ability to identify issues, exercise appropriate judgement and escalate matters proportionately;
• Strong interpersonal skills with the ability to build effective relationships across jurisdictions and with external stakeholders;
• Good understanding of corporate governance and working within governing documentation, delegated authorities and established procedures;
• Experience of employee benefit trusts, employee share plans, nominee arrangements and/or securities administration would be advantageous; and
• A relevant professional qualification, or progress towards one, in trust administration, governance, law, accounting or a related discipline would be advantageous.

Key Competencies

• Strong communication and interpersonal skills, with the confidence to engage effectively across teams, jurisdictions and levels of seniority;
• Proactive and accountable, taking ownership of matters through to completion;
• Sound judgement and initiative, with a pragmatic and solutions-focused approach to problem solving;
• Ability to work effectively in a fast-paced, client-focused environment;
• Strong relationship-building and collaboration skills;
• Confident in supervising, coaching and providing constructive feedback to junior team members, encouraging accountability and development;
• Adaptable and quick to learn, with the curiosity and capability to develop a strong understanding of the technical requirements of EPRS;
• Confident in asking questions and constructively challenging where appropriate, with the confidence to communicate concerns and proposed solutions clearly;
• Strong organisational and prioritisation skills, with the ability to manage competing deadlines; and
• High standards of accuracy, attention to detail and quality.

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Description

• The Senior System Implementation Specialist is responsible for leading the implementation, support, and continuous improvement of Investor Portal solutions.The role combines technical, business skills, project delivery, vendor management and team leadership to ensure portal platforms effectively meet client and business requirements.Working closely with stakeholders, clients, and technology partners, the successful candidate will oversee client onboarding, system enhancements, operational support, and process optimization while mentoring junior team members.

Job specification

• Team leader – manage junior resources within the Portal team.
• Ensure work allocation.
• Internal business analysis on portal related change requests.
• Vendor management.
• Provide stakeholder updates and feedback including Head of the Portals team.
• Incident resolution and management.
• Analysis of client’s system requirements pre implementation.
• Assist with new clients’ onboardings and new systems implementation projects.
• Provide Business support for ongoing matters on portals.
• Maintain Investor Portals configuration and setup to optimize systems according to business requirements.
• Manage vendors actively for development and enhancements Monitor, troubleshoot and analyze issues within the Investor portals
• Assist in client onboarding and new systems implementation projects
• Assist in training the business users and updating training guides
• Any other duties in the scope of the role that the company requires

Skills Required:

• B.Com or similar tertiary business study with Information Technology exposure
• 3-7 years’ experience within the financial industry (preferable)
• Experience in accounting/ financial sector; An aptitude for working with systems.
• Interest in Technology.
• Experience in a fund accounting system advantageous.
• Project management.
• Excellent Communication Skills.
• Interest in team management.
• Strong team player.
• Solution orientated & strong problem-solving skills.
• Highly organized and attention to detail.
• Must show initiative to constantly.
• Improve processes.
• Ability to prioritize issues at company level.
• Good understanding of operational controls framework.

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About the Role

• The Head of Risk Framework is responsible for designing, strengthening, maintaining and overseeing the Group's risk management framework, including the Risk Management Policy and the supporting tools, techniques and documents required for a proportionate, scalable and effective approach to risk management. The role ensures the framework remains aligned to Apex's strategy, risk appetite and regulatory obligations, and supports consistent risk identification, assessment, monitoring, escalation and reporting across the Group.
• The role provides senior leadership across risk framework development, risk taxonomy, classification, risk appetite, risk assessment, incident management, key risk indicators, policy governance, product risk assessment and the Group Risk and Control Profile. It works closely with executive management, regional and functional Risk teams, Compliance, Legal, Internal Audit and first-line risk owners to embed the Three Lines of Defence model and strengthen risk capability and culture.

Accountabilities & Key Responsibilities

• Design, strengthen, maintain and oversee the Group Risk Management Framework, including the Risk Management Policy and supporting standards, tools, techniques and guidance.
• Maintain the Group risk taxonomy, impact and likelihood classification matrix, risk appetite methodology, risk assessment approach, interconnected risk mapping and key risk indicator standards.
• Facilitate the Group-level business risk assessment and oversee day-to-day maintenance of the Group Risk and Control Profile, including monitoring and escalation of material trigger events or issues.
• Provide support, challenge and oversight for local and functional business risk assessments to promote consistent application of Group standards.
• Support the Chief Risk Officer in escalating and communicating priority risk matters to executive management, the Group Audit & Risk Committee and the Group Board.
• Design, maintain and oversee the Group Business Continuity Management and crisis management frameworks.
• Own the Group Policy Framework and work with policy owners to ensure minimum standards, governance, review discipline and lifecycle requirements are met.
• Provide senior sponsorship and oversight for risk technology and data initiatives, including integration of the Risk Management Framework into Riskonnect and related workflows.
• Ensure risk systems and reporting capabilities support links between risks, controls, incidents, findings, actions and changes in risk profile over time.
• Lead, develop and allocate priorities across the Risk Framework team, supporting succession, capability development and effective delivery.
• Promote a strong risk culture and support Learning and Development in maintaining effective risk training and awareness materials.
• Lead the development and implementation of scenario/stress testing exercises and reports.
• Lead major incident response.  Maintain and develop incident management response protocols
• Support the Chief Risk Officer including risk reporting at board level

Skills & Experience

• Significant senior-level experience in enterprise risk management within a regulated financial services environment.
• Strong knowledge of enterprise risk frameworks, risk appetite, risk assessment, controls, incident management, business continuity and policy governance.
• Experience operating in a global, multi-jurisdictional and complex organisation.
• Demonstrable experience designing, implementing and embedding risk management frameworks and methodologies.
• Experience leading risk transformation, GRC platform implementation or material risk technology change.
• Strong judgement and the ability to provide independent oversight, constructive challenge and clear escalation as part of the Second Line of Defence.
• Excellent stakeholder management, influencing and communication skills, including experience with executive and Board-level governance forums.
• Strong analytical, problem-solving and organisational skills, with the ability to translate complex risk matters into practical actions and decision-useful information.
• Proven leadership and people-management capability, including developing technical specialists and delivering through cross-functional teams.
• Professional risk qualification, such as IRM, FRM, PRM or equivalent, is advantageous.
• Experience in fund administration, fiduciary, corporate services, asset servicing or a comparable regulated financial services environment is advantageous.
   

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Description

• We are seeking an accounts payable assistant manager to oversee and manage the end to end accounts payable function for a top tier client. The role spans significantly wider than a typical accounts payable function. The successful candidate will not only manage the entire accounts payable process but will own the management of complex systems used by the team on a day to day basis and will be responsible for KPI reporting both internally and externally to the client. The successful candidate will report directly to the Senior Manager in the team who also leads the accounting function.

Job specification  

• Manage the end-to-end accounts payable process.
• Ensure KPIs are tracked and reported on to agreed timelines.
• Own and manage all processes which feed into the accounts payable process and highlight control risks.
• Ensure all processes are sufficiently documented and controls are in place to eliminate invoice processing error and payment errors.
• Work closely with the accounting team to ensure invoices are appropriately captured and processes are in place to mitigate risks.
• Review and verify invoices are in line with expected billing information of the client.
• Review invoices captured in the expense allocation system for accuracy.
• Review set up of invoices for payment on the client’s banking platform.
• Reconcile bank statements
• undefined
• Reconcile accounts payable transactions and produce trade creditor reports
• Monitor accounts to ensure payments are up to date
• Ad-hoc client requests and project work
• Liaise with core-accounting team and aid with information requests

Skills Required:

• Previous accounts payable experience desirable
• Knowledge and understanding of general accounting principles 
• Experience with online banking systems and accounting software

Key Competencies:

• Excellent communication and organization skills
• Excellent interpersonal and teamwork skills.
• Attention to detail and process flow
• Confidentiality
• Problem-solving
• Efficiency and ability to meet deadlines