Job Opportunities at Apex Group

Description

• Extensive use of computer science skills, computer programming skills and /  or data science skills to conduct various projects in quantitative modelling as  well as financial modelling. Tasks will primarily involve the automation of investment decision making signals as well as the automation of client investment reports that cover: economic research, capital markets research, industry trends research, competitor analysis, manager research, portfolio construction, portfolio performance attribution, portfolio performance monitoring, and asset allocation. Tasks will also extend to the gradual building of investment process related databases that will position the employer for real-time, online integration with all of its internal clients (various divisions within the group) as well as external clients. Additionally, it will involve an automated integration of all data vendors that feed into the investment team’s investments decision making processes, as well as investments reporting processes.

Job specification 

Quantitative Research / Analysis : 

• Macroeconomic research.
• Macro regime research / business cycle research.
• Asset class valuations research.
• Investment styles research.
• Geographical fundamentals / Regional fundamentals research.
• Currency markets research.
• Portfolio construction research.
• Portfolio performance attributions research.
• Manager Research.
• Asset Allocation monitoring.
• Industry trends research.
• Competitor analysis research.
• Process automation research

Member of AIC-SA Investment Committee: 

The key role here is to support the fundamental risk-management-process  across AIC-SA’s 7 Pillars of Investments Decisions Making.

• Global macroeconomics risks.
• Global macro-regime /business cycle risks.
• Global asset class valuations risks.
• Global currency risks.
• Global investment styles risks.
• Global geographical / regional risks.
• Global manager selection risks (Active Managers & Rules Based Managers) ​

Client Support:

• Client relationship management
• Member of AIC-SA-Client investment committees and collaborating with clients to profitably combine AIC-SA’s key fundamental risks as noted above.
• Playing a key role in communicating AIC-SA’s key investment strategy thoughts to clients, but in a manner that is highly customised to their specific and varied needs. 
• Ability to translate on-going client queries, concerns, requests etc. into clear feedback to CIO and Investment Team at large, with regards to  positioning the Investment Process to allow it to be more relevant to  clients’ fundamental investment needs.
• Contribution to the preparation of and continual development of client quarterly reports.
• Contribution to the preparation of, and continual development of more frequent client reporting obligations – typically monthly.
• Client presentations, within the boundaries of specified investment mandates. 
• Client investment and non-investment queries within the boundaries of specified investment mandates.
• Client ad-hoc support, within the boundaries of specified investment mandates.
• Investment decision making support functions.
• Full ownership of high-frequency-administration tasks e.g. setting up and maintaining a broad array of spreadsheets which support the investment-decision-making-function, setting up and maintaining a broad array of investment feedback reports, setting up and maintaining a broad array of presentations e.t.c.
• Actively contributing to the setting up and development of processes which make high-frequency roles more efficient, highly repeatable, etc.
• Support Clients in their own business development initiatives from time to time.
• Support Clients in their own client relationship initiatives from time to time.

Manager Support:
Managing Director Support:

• Actively supporting the MD in the day-to-day operational activities that support the AIC-SA Investments Decision Making Framework.
• Actively supporting the MD in the day-to-day operational activities that support the AIC-SA Business Strategy Framework.

CIO Support:

• Actively supporting the CIO in the day-to-day operational activities that support the AIC-SA Investments Decision Making Framework.

Senior Portfolio Manager Support:

• Actively supporting Senior Portfolio Managers in the day-to-day operational activities that support the AIC-SA Investments Decision Making Framework.

Business Development Support:

• Actively supporting the Business Development team in the day-to-day operational activities that respond to client requests and queries.

Business Development:

• Ongoing contributions to the divisions’ business development efforts – building of presentations and marketing brochures, improving existing presentations and marketing brochures, maintaining existing presentations and marketing brochures.
• Actively contribute to the production of content, that communicates and show-cases AIC-SA’s intellectual property and research, across a diversified range of Brand Building / Marketing Platforms.
• Sales / Business Development Team support.
• Marketing team support

Ad-hoc:

• Admin support
• Above-average Ms. Power Point, Ms. Excel and Ms. Word skills.
• Strong quantitative analysis skills.
• Strong financial modelling skills.
• Strong understanding and execution computer programing languages, in particular: strong proficiency in Python, R and SQL.
• Strong process automation skills.
• Strong communication skills – verbal and written. English writing skills. 
• Strong presentation building skills.
• Strong knowledge of a wide range of investment systems: E.g. Bloomberg, FactSet, IRes, Money Mate, MorningStar, 
• Strong interpersonal skills.
• Professional conduct.
• Progressive attitude and aptitude.
• Progressive maturity.
• Some exposure to Manager Research an added advantage.
• Some exposure to Data Mining, Data Solutions, Data Management is an added advantage.
• Strong attention to detail.​

Skills Required 

Education:

• Most preferred: B.Sc. Mathematics; B.Sc. Statistics; B.Sc. Actuarial 
• Science; B.Sc.Data Science; B.Sc. Computer Science. 
• B.Sc. Engineering.
• B.Bus.Science.
• Professional qualification or studying towards one e.g. CFA.
• Some quants skills, financial modelling skills, computer programming skills an added advantage.
• Some data mining skills, data solutions management skills is an added advantage.
• Some communication skills, presentation skills, article writing skills an added advantage

Experience Required:

• Computer programming – critical requirement.
• Financial modelling – critical requirement.
• Process automation – critical requirement.
• Data mining – critical requirement.
• Data science – critical requirement.
• Article writing, writing course, presentation course – will be beneficial.
• Experience of the CIS or asset management or Wealth Management industry will be beneficial.
• Experience of LISP platforms will be beneficial.
• At least 3 years' work experience in multi management or similar environment will be beneficial.

Knowledge

• Global macroeconomics knowledge.
• Global business cycle knowledge.
• Understanding of fundamental investments principles – risk, fundamental valuations, mean reversion, e.t.c.
• Understanding of financial services industry.
• Technical knowledge.
• Systems knowledge.
• Process automation.
• Data mining.
• Data management.
• Programming knowledge.
• Financial modeling knowledge.
• Knowledge around LISPS – Linked Investments Services providers.

Personal Attributes

• Team player. Team builder. Team  motivator.
• Keen interest in the profitable  employment of technology into  traditional investment processes.
• Innovative mindset with keen interest  in setting up of highly efficient work  processes.
• Mature and positive attitude.
• Professionalism and integrity 
• Willingness and commitment to work  long hours.
• Willingness and commitment to  travelling, both locally and offshore.
• Dynamic and high driven individual  with big aspirations around their career growth pattern.
• Self-starter.
• Serious go-getter.
• Self-motivated.
• Highly proactive.
• Detail focused.
• Decision making abilities.
• Building relationships.
• Broad analytical skills.
• Insight generation from a broad information web.
• Out of the box thinking skills.
• Confident.
• Ability to multi-task.
• Willingness to constructively question and challenge the norm.

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Description

• The Appoin Funds data Specialist will be responsible for compiling and reviewing of MDDs/fact sheets

Job specification  

• Ability to communicate with a variety of individuals at all levels to obtain and confirm information
• Liaise with compliance, sales, admin and finance teams
• Work effectively in a team
• Compiling, designing & updating monthly fund fact sheets within specific time parameters
• Compiling, designing & updating fund application & other forms
• Manage and update all other CIS forms
• Liaise with all portfolio managers
• Follow up on info to be provided by portfolio managers
• Manage and update website with monthly fund fact sheets
• Liaising with the IT team and HQ re website related problems
• Handling and sorting client queries effectively
• Manage electronic documents management system for effective paper trail
• Liaison with MDD supplier
• Liaise with data providers and ensure that funds data is correct and added for new funds on Morningstar/Profile/Moneymate
• Ad-hoc admin tasks. 

Skills Required:

• Knowledge of Moneymate, Morningstar, MS Office, Excel, Adobe, Publisher, Outlook, basic knowledge of InDesign and Photoshop would be an advantage
• Relevant qualification.
• 3 years’ work experience using investment systems will be advantageous.
• Attentive to detail
• Good mathematical skills
• Computer literate. 
•  MS Office, Adobe, Publisher, Outlook
• Computer Literacy
• Advanced Excel skills are essential.
• Understanding of unit trusts and investments
• Accuracy and attention to detail is critical
• An ability to work accurately under pressure to meet deadlines.
• An ability to take initiative and work independently.
• Attention to detail
• Ability to communicate effectively at various levels.
• An ability to think analytically and identify and solve problems effectively
   

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Role Purpose

• The Head of Commercial Operations & Deal Desk owns the end-to-end deal execution process from pricing approval through contract readiness and handover to onboarding and billing. This role ensures all deals are commercially sound, operationally clean, compliant, and ready to scale.
• You are accountable for deal velocity, pricing governance, data quality, and revenue integrity across Salesforce and Workday, acting as the single point of ownership for getting deals over the line efficiently and correctly. The role acts as the operational counterpart to Product, with Product retaining authority to override or approve exceptions where required.

Key Responsibilities

End-to-End Deal Ownership

• Own the full deal lifecycle from opportunity support through contract issuance and onboarding handover.
• Ensure all deals comply with Product-defined pricing, financial models, and commercial policies.
• Act as the escalation point for complex, high-value, or non-standard deals.
• Ensure deals meet Apex’s commercial, operational, and compliance standards before Won.

Commercial Operations (Deal Administration)

• Lead the team responsible for client data readiness, entity validation, billing and tax accuracy, and disclosures.
• Ensure Salesforce records are complete, accurate, and compliant for downstream systems (Workday).
• Eliminate onboarding and billing delays caused by missing or incorrect upstream data.

Deal Desk (Pricing & Commercial Strategy)

• Own pricing governance, review of applied discount policy, margin thresholds, and commercial approval frameworks.
• Approve deals that are compliant with established price books, discount thresholds, and margin tolerances.
• Provide strategic pricing guidance to Sales on complex or high-impact opportunities.
• Ensure pricing decisions align with Apex’s revenue and growth strategy.

Process, Controls & Governance

• Define and enforce “Contract Ready” and “Onboarding Ready” stage gates.
• Establish SLAs, approval workflows, and quality controls across the deal process.
• Partner with Product, Legal, Finance, Tax, and Compliance to embed required controls without slowing velocity.

Systems & Data Integrity

• Own the integrity of Salesforce deal data and its integration to Workday.
• Reduce failed contract pushes, rework, and revenue leakage caused by data or process issues.
• Partner with Revenue Strategy and Technology teams to automate and improve deal workflows.

Leadership & Team Development

• Build, lead, and develop a high-performing team across Commercial Ops and Deal Desk.
• Clearly separate pricing strategy from deal administration while maintaining a unified mission.
• Create a culture of accountability, speed, and quality.

Stakeholder Management

• Act as the primary partner to Sales leadership on deal execution and commercial strategy.
• Align closely with Client Onboarding to ensure seamless client activation.
• Provide visibility and reporting to senior leadership on deal health, risks, and bottlenecks.

Success Metrics

• Reduced deal cycle time
• Improved Salesforce data quality
• Fewer onboarding delays and billing errors
• Lower volume of Workday sync failures
• Consistent pricing and discount governance
• Increased seller satisfaction

Required Experience & Skills

• 8–12+ years in Commercial Operations, Deal Desk, Sales Operations, Revenue Operations, or similar roles.
• Proven experience leading pricing governance and deal execution teams.
• Strong Salesforce expertise; experience with ERP integrations (Workday preferred).
• Background in financial services, fund administration, or regulated environments strongly preferred.
• Ability to balance commercial velocity with operational and compliance rigor.
• Strong executive communication and stakeholder management skills.

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• We are seeking a highly skilled and experienced Senior Workday Security Analyst to join our Workday Central Team. As a Senior Workday Security Analyst, you will serve as point of contact for managing and maintaining security across the Workday platform. Ensuring compliance and maintaining security standards and protocols inclusive of HCM.

Duties and responsibilities: 

• Subject matter expert with design, configure and maintain Workday security roles, security groups, domains, and business process security policies to align with business requirements and compliance standards.
• Collaborate with functional teams to ascertain requirements and propose which type of Security Group we need to implement for various requirements and workarounds, all while aligning to best practice.
• Have experience in designing, configuring and managing Workday restrictions.
• Manage role assignments, user-based assignments, authentication policies, segregation of duties and user access reviews to ensure compliance with internal policies and audit standards.
• Support internal and external audits by providing relevant evidence and deploying relevant changes to our security controls to manage risks and comply with regulations.
• Monitor and audit security setups and user access to ensure compliance with internal controls and regulatory standards (SOX, GDPR, SoD etc).
• Troubleshoot and resolve Workday security issues and service requests in a timely manner.
• Engage in Workday release testing and evaluate the impact of updates on security configurations.
• Maintain and document process guides, security configurations and adherence to governance frameworks.

Requirements/ Skills: 

• 3 – 5+ years of Workday Security Experience
• In-depth knowledge of Workday security frameworks such as domains, business processes, role-based and user-based permissions
• Experience with Workday tenant management, user provisioning and security testing
• Certification in any of the Workday Security Modules or relevant experience
• Strong understanding in HR processes and Workday Reporting
• Experience conducting Audits pertaining to Technology
• Stakeholder management
• Advanced analytical and technical skills
• Ability to work under pressure independently
• Self-driven and proactive 
• Fluent English
   

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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.

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The Role:

• The Senior Security Engineer is a critical role within Security Engineering & Cyber Security, responsible for the end-to-end ownership of Apex’s security platforms. This includes the design, configuration, operation, and continuous maturation of enterprise security tooling across the environment.
• The role is accountable for ensuring security platforms are implemented correctly, maintained at scale, strategically aligned to risk, and delivering measurable security outcomes. This includes defining tooling strategy, driving improvements in capability and maturity, and ensuring platforms operate effectively across their full lifecycle.

Key duties and responsibilities:

Security Engineering 

• Own security engineering platforms end to end, including the design, configuration, implementation, operation, maintenance, and continuous maturation of security tooling across the environment.
• Provide technical oversight of enterprise security toolsets spanning endpoint, server, identity, email, network, cloud, and detection & response, including both Microsoft-native and third-party technologies (e.g. Mimecast, Tessian, Netskope, and cloud security platforms).
• Define and execute the security tooling strategy, ensuring platforms are aligned to risk, business priorities, and long-term security architecture.
• Ensure security platforms are delivering measurable security value, reducing loss exposure, and operating effectively, supported by appropriate people, processes, controls, and metrics.
• Design, review, and approve security engineering patterns, standards, and reference architectures.
• Oversee remediation of post-incident actions, audit findings, and control gaps related to security tooling and platform configuration.
• Collaborate closely with the Head of Cloud and Product Security to develop and deliver security engineering roadmaps, including capability uplift and maturity improvements.
• Provide expert input into security policies, standards, and best practices, ensuring they are technically sound and practically enforceable through tooling.
• Ensure security standards and platform configurations are kept current, fit for purpose, and aligned with evolving threats and technology changes.
• Review security vulnerabilities and tooling findings to ensure they are triaged, prioritized, and managed using a risk-based approach.
• Mentor and coach Security Engineers, driving strong ownership, accountability, and engineering excellence across the team.
• Act as a delegate for the Head of Cloud and Product Security in relevant forums, committees, and stakeholder engagements, shaping the future direction of security engineering and platform capability.

Experience and Knowledge:

• 7–10+ years’ experience in Information Security, Cyber Security, or Security Engineering roles.
• Strong hands-on experience with enterprise security toolsets, including Microsoft-native and third-party platforms such as Mimecast, Proofpoint/Tessian, Netskope, CyberArk, Qualys, Defender, or equivalent.
• Proven experience engineering, configuring, and operating security platforms end to end, including ongoing maintenance, optimization, and maturity uplift.
• Deep understanding of security controls across endpoint, server, identity, email, network, and cloud, including hybrid environments.
• Strong experience with Microsoft security technologies, including Defender (Endpoint, Identity, XDR, Cloud), Entra ID security controls (Conditional Access, PIM), and data protection controls.
• Solid understanding of cloud and hybrid security models across major cloud providers (Azure, AWS, OCI), including shared responsibility models.
• Relevant industry certifications advantageous (e.g. AZ-500, SC-200, SC-300, MS-500, or equivalent).
• Knowledge of industry standards and frameworks such as SOC 2, ISO 27001, and NIST, with experience aligning tooling and controls to regulatory requirements.
• Experience with IAM and PAM platforms (e.g. SailPoint, CyberArk) and access governance concepts.
• Demonstrated ability to design and implement security solutions in highly regulated environments.
• Experience integrating third-party or niche security products to address gaps where native platform controls are insufficient.
• Broad and practical understanding of security technology from infrastructure and platforms through to applications and data.
• Proven ability to mentor and develop junior and mid-level engineers, fostering strong ownership and engineering discipline.
• Ability to lead calmly during incidents and high-pressure situations, making sound technical decisions while supporting the wider team.
• Strong communication skills, with the ability to translate technical security concepts into clear business context for diverse stakeholders.
• Excellent problem-solving, decision-making, and analytical skills, with a structured and pragmatic approach to risk.
• Highly organized, able to manage multiple priorities across complex security platforms.
• Comfortable working in a global, multicultural environment and collaborating across teams and regions.
• Demonstrated ability to balance business requirements with security engineering outcomes, with a strong sense of ownership and motivation.
• Commitment to continuous learning and improvement in security engineering and platform technologies.
• Passion for driving change, improving maturity, and raising the security baseline of the organization.