Latest Jobs at Apex Group

Description

• As a Demand Marketing Manager for Apex Invest, you will be responsible for driving global demand generation across a sophisticated, data-driven private capital platform and supporting services.
• The Apex Invest platform is a compliant, end-to-end marketplace connecting allocators and fund managers, leveraging Apex proprietary technology, data insights, and integrated capital raising capabilities. Your role will focus on translating this complex proposition into high-performing, audience-led campaigns that generate qualified pipeline across both sides of the marketplace.
• You will lead integrated campaigns that drive allocator engagement, fund manager acquisition, and platform adoption, working closely with Portfolio Marketing, Sales, Product, and Events teams to ensure a consistent go-to-market approach.

Job specification

Go-to-Market & Campaign Strategy

• Own GTM planning for Apex Invest campaigns, including product launches, feature releases, solution activations and event-led demand programs
• Develop integrated campaign plans spanning platform, content, and event ecosystem
• Build structured campaign frameworks aligning sales, marketing, and CRM execution (campaign packs, messaging, channel mix)
• Demand Generation & Pipeline Growth
• Design and execute multi-channel demand generation campaigns targeting:
• Institutional allocators (pension funds, family offices, wealth managers)
• Fund managers seeking capital and distribution
• Use channels including paid media, email, digital content, webinars/events, and partnerships
• Optimise campaigns to drive high-intent conversations and platform engagement, aligned to the platform’s matching and capital allocation model
• Audience & Value Proposition Development
• Translate Apex Invest’s core capabilities into compelling messaging, including:
• AI-powered allocator–manager alignment for investment mandates
• Data-driven insights and scoring frameworks
• Capital raising and investor access solutions
• Develop persona-based messaging for both sides of the marketplace (allocators / managers)
• Work with Product and Portfolio Marketing to align messaging with platform capabilities and roadmap
• Content & Thought Leadership
• Partner with Content and Brand teams to deliver:
• Campaign-led assets (reports, case studies, platform demos, case studies)
• Insight-led content aligned to private markets, capital allocation trends, and investor behaviour
• Leverage Apex Invest insight ecosystem (webinars, podcasts, forums) to fuel demand and nurture journeys and establish Apex Invest as the destination for private markets and alternatives
• Performance Marketing & Optimisation
• Define campaign KPIs across the funnel (MQL, SAL, pipeline contribution, platform engagement)
• Monitor and optimise performance using marketing automation and CRM tools
• Apply data-driven decision making to continuously refine targeting, messaging, and channel mix
• Sales Alignment & Enablement
• Partner closely with Apex Invest management team, Sales and SDR teams to:
• Ensure clear qualification criteria and lead handover
• Deliver campaign insights and pipeline reporting
• Maintain clear visibility of each stage of the pipeline to drive better conversions
• Support sales enablement with targeted collateral and campaign narratives
• Platform & Data Integration
• Ensure campaigns are fully integrated across marketing technology stack (Salesforce, marketing automation platforms)
• Support tracking of user journeys across platform engagement, content consumption, and event participation
• Contribute to improving attribution models in a multi-touch, multi-channel environment

Skills Required:

• 4–7 years’ experience in B2B demand marketing, ideally within:
• Financial services / asset management
• Fintech / WealthTech
• Capital markets ecosystem
• Proven experience delivering multi-channel, global demand generation campaigns
• Strong understanding of private markets, investment ecosystems, or capital raising dynamics(preferred)
• Ability to translate complex platform or technology propositions into clear, commercial messaging
• Experience working in matrixed, global organisations across Product, Sales, and Marketing teams
• Strong analytical capability with experience in performance tracking and optimisation
• Hands-on experience with CRM and marketing automation tools (e.g. Salesforce)
• Excellent communication skills, with a clear and concise storytelling style

 Core Competencies:

• Commercial mindset with strong focus on pipeline and revenue impact
• Audience-first thinking (ability to engage both allocators and fund managers)
• Data-driven decision making
• Collaboration and stakeholder management across global teams
• Ability to operate at pace across multiple campaigns and priorities

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Role Summary:

• The Senior Manager is accountable for end-to-end delivery of Private Equity fund administration for one or more strategic clients. You will provide hands-on operational oversight and senior client engagement, acting as the escalation point for complex delivery, technical and risk matters. Working across Fund Administration and adjacent service lines (e.g., ManCo/AIFM support, Depositary), you will coordinate stakeholders to deliver accurate, on-time outputs, strengthen controls, drive process improvement, and coach VPs and Managers. 

Key Deliverables (KPIs) 

• On-time, accurate delivery of agreed outputs (NAV/financial packs, capital activity, investor reporting, and other scoped deliverables). 
• Own escalations end-to-end (root cause, remediation, and prevention). 
• Audit-ready delivery and strong control outcomes (timely closure of queries; adherence to governance standards). 
• Proactive operational risk management for assigned clients (identify, mitigate, monitor). 
• Lead and develop the Manager / Assistant Manager (coaching, delegation, performance, retention). 
• Deliver measurable process improvements (reduced defects/rework, shorter cycle times, lower risk). 

Key Responsibilities:

Strategic Client Engagement (Hands‑On) 

• Own delivery for one or more strategic/complex clients, staying close to day-to-day execution where required. 
• Build deep knowledge of the client’s strategy, governance, operating model, and priorities. 
• Be the client’s trusted operational partner; support Manager / Assistant Manager on communications while remaining visibly engaged on key topics. 

Operational Escalation & Problem Solving 

• Primary escalation point for complex operational, technical, and delivery issues. 
• Lead cross-team resolution across jurisdictions/service lines with clear ownership and deadlines. 
• Balance priorities, client impact, and operational risk; drive root-cause fixes (not workarounds). 

Cross‑Service & Internal Navigation 

• Navigate the organisation on behalf of clients across Fund Accounting and Administration and adjacent areas (ManCo/AIFM support, Depositary, Onboarding, Compliance and Risk). 
• Align internal teams and messaging; ensure issues are owned and not handled in silos. 
• Set clear ways of working and expectations for both clients and internal stakeholders. 

Technical & Delivery Oversight 

• Interpret LPAs/side letters and ensure terms are correctly operationalised (fees, waterfalls, reporting). 
• Perform senior reviews of key deliverables and strengthen review frameworks across the team. 
• Maintain oversight across the broader portfolio while staying close to delivery detail. 

Team Leadership & Capability 

• Lead, coach and develop VPs/Managers in escalations, prioritisation and senior client engagement. 
• Set standards for operational excellence, accountability and quality across the team. 

Risk, Control & Quality 

• Own operational risk for assigned clients; ensure adherence to control frameworks, governance and internal policies. 
• Lead responses to audits, due diligence requests and internal quality reviews for strategic clients. 

Continuous Improvement 

• Identify recurring issues and drive scalable improvements in process, controls and ways of working. 
• Support change initiatives including fund launches, migrations, transitions and system enhancements. 

Required Experience, Qualifications & Skills 

• 8+ years’ PE Fund accounting and administration experience, including 3+ years at managerial level. 
• Experience preparing/reviewing fund financial statements and reporting under IFRS or relevant GAAP framework, including audit support. 
• Proven escalation management for complex funds/clients with strong judgement and prioritisation. 
• Strong working knowledge of LPAs/side letters and translating terms into operations (fees, waterfalls, reporting). 
• Experience coordinating delivery across multiple service lines and stakeholders. 
• Private equity systems exposure preferably eFront or Allvue. Demonstrated strong Excel skills and familiarity with GL/investor reporting and workflow tools advantageous. 
• Strong communication and problem-solving skills; able to drive process improvement. 
• Proven people leadership (coaching, performance management, developing teams). 
• Detail-oriented and effective under pressure and deadlines. 

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About the role:

• Apex are seeking an exceptional candidate to lead the groups tax compliance and reporting team.  This will be a dynamic and challenging role and a great opportunity for the ideal candidate to advance their career. The role will report into Apex’s global head of tax, based in London who will be working closely to mentor and develop the candidate.

Key responsibilities will include:

• Mentoring the local tax compliance and reporting team based in Cape Town. The team currently comprises 3 members who will all report directly to the candidate
• Overseeing the groups corporate income tax filings. This comprises more than 250 annual filings in more than 40 countries, and will involve building close working relationships with the groups external tax advisors
• Playing an active role in the groups BEPS Pillar 2 and Country-by-Country Reporting (CbCR) reporting
• Actively leading the tax parts of the groups consolidated audit and inputting into the tax disclosures required for entity level reporting
• Managing the groups tax cash flow and ensuring that all tax payments are correctly reflected in plan/budget
• Ensuring adherence to the group’s Tax Policy Statement and managing all of the group’s tax affairs in accordance with the group tax risk management framework
• Involvement with the groups transfer pricing arrangements and ensuring all connected party transactions are performed in accordance with the groups Transfer Pricing Master File and Outsourcing Policy
• Actively managing the groups relationships with global tax authorities and managing any tax investigations/disputes
• Overseeing the groups VAT and GST filings

Candidate Requirements:

• Chartered Accountant - CA(SA) qualified (or equivalent) with more than 10 years PQE
• Exceptional leadership silks including experience of leading tax departments in previous roles
• Detailed understanding of corporate income taxes compliance issues and experience of running global tax reporting teams
• Previous experience of reporting under BEPS Pillar 2 and CbCR
• Detailed knowledge of IFRS and leading the tax aspects of consolidated group reporting
• Previous experience of leading VAT/GST reporting on a global scale
• Excellent communication skills with the ability to collaborate across finance, legal, and operational teams

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About the role:

• Apex is seeking a qualified tax accountant with a passion to further develop their knowledge and skills in an exciting and challenging role. The role will ultimately report into Apex’s Global Head of Tax, based in London.
• The ideal candidate will need to have a good understanding of corporation tax compliance issues and experience in managing tax filings on an international basis.

Key responsibilities will include:

• Working with external tax advisors to manage the groups international tax compliance obligations, ensuring accuracy and adherence to evolving tax legislation
• Ensure accurate and timely tax reporting under IFRS/UK GAAP and provide input into group consolidated reporting
• Responsibility for managing the group’s tax cash flow position and ensuring all tax payments are correctly reflected in plan/budget
• Preparing and reviewing of VAT computations across the group (in select jurisdictions)
• Involvement in preparing local transfer pricing files
• Working with the director of compliance and reporting to ensure adherence to the group’s tax risk management framework

Candidate Requirements:

• ACA/ACCA/CTA qualified (or equivalent) with more than 5 years PQE
• Strong understanding of corporate income taxes and exposure to international tax matters
• Experience with IFRS tax provisioning
• Excellent communication skills with the ability to collaborate across finance, legal, and operational teams
• Strong analytical and problem-solving skills
   

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Job Description

• The successful applicant’s primary responsibility will be to perform the accounting functions and the related reporting deliverables of a portfolio of Closed Ended clients in line with the relevant service level agreements. Additionally, the successful applicant will assist with the support function and audit liaison of the Annual Financial Statements preparation, in line with accounting standards as applicable.

The roles and responsibilities of the successful candidate are as follows:

INVESTOR SERVICES AND TRANSFER AGENCY

• Responsible for the timeous preparation of deliverables to ensure the administrator team has sufficient time to delivery all investor communication and reporting, in line with the agreed SLA’s and fund documentation
• Respond to and resolve investor queries, with the assistance of the team leader where needed
• Manage / facilitate investor transactions, such as capital calls and distributions Perform the accounting for investor related transactions

ACCOUNTING AND FUND OPERATION

• Obtain an in-depth understanding of the client’s fund documentation and requirements
• Assist with capturing fund payments on online banking platforms
• Perform the primary fund accounting functions for a portfolio of allocated funds. This includes, but is not limited to:
• Cash book processing & preparation of bank reconciliations
• Accounting for standard monthly/quarterly expense and income related journals in line with supporting documentation
• Calculation of performance fees, carried interest and equalization as required by fund documentation
• Collation and verification of information from 3rd parties
• Accounting for investment transactions, including but not limited to:
• Review of investment documentation and providing accounting guidance (where applicable)
• Loading deal static data onto the system
• Calculation of investment IRR
• Review investment valuations
• Accounting for investment related transactions
• Timely calculation and delivery of the fund NAV
• Take responsibility for the preparation and timely delivery of the agreed reporting pack for a portfolio of clients, within agreed timeframes together with any supporting schedules

ANNUAL AUDIT (INTERNAL & EXTERNAL)

• Share the support for the compilation of the annual financial statements, and any other required reports, in line accounting standards as applicable
• Preparation of the annual audit file for the auditors
• Take responsibility for managing the audit process on behalf of a portfolio of allocated clients, including, but not limited to:
• Setting up the audit timeline together with the auditors, other team members, the client and other stakeholders
• Facilitating any internal communication and collaboration between Maitland departments / jurisdictions
• Resolving any audit queries

CLIENT MANAGEMENT

• Perform, regular client operational calls for an allocated portfolio of clients and provide client feedback to management and the rest of the team
• Liaise and build relationships with other relevant internal teams to ensure a seamless delivery of services to our clients

REGULATORY

• Assist with regulatory and reporting requirements as they arise.

OTHER TASKS

• Any other ad hoc tasks as required
• Accurate time recording
• Completion of all trainings
• Collaborate on the timeous submission of billing
• Following of the Incident Report process

Skills set Skills requirement:

Accounting knowledge:

• Up-to date working knowledge of accounting standards and experience in preparation of NAVs and Financial Statements in accordance with specific standards,
• An understanding of funds and fund structures will be an advantage.
• Understanding and experience in all aspects of multi-currency accounting; and Excellent computer skills, and in particular a good knowledge of:
• The latest Microsoft Office including Excel, Word, Teams and Outlook email.
• Experience with Investran, Efront, and Paxus will be advantageous.
• Highly organised, efficient, and professional with excellent administrative and organisational skills.
• Have a confident, professional and an enthusiastic approach when dealing with clients and intermediaries of the business;
• Inquisitive mind set and innovative.
• Be able to communicate clearly with staff and senior management; and
• Work collaboratively and effectively within the Closed Ended team as well as other departments within APEX. efront knowledge will be beneficial

Personal characteristics:

• A real ‘can do’ attitude and thrives in an environment of opportunity, confidence, and hunger for growth.
• Sets and achieves very high levels of performance and continually strives for personal improvement in all that they do.
• Has the ability to challenge decisions and frameworks, but also the ability to accept and implement decisions as instructed from a higher authority and to work within established frameworks to achieve desired results; and
• Will take accountability for their actions.

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Job Description

• To liaise with and support the Client Directors with the administration and management of their portfolios of fund structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice regulations.

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;
• Ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
• Assist with arranging income and capital distributions to investors and to correctly document the same;
• Check if tax calculations have been done and are on record;
• Maintain and monitor diary notes and workflows;
• 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 fund administrators and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
• Review minutes/records and board packs prepared by administrators;
• Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, 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 global offices, ensuring the team responds swiftly to requests and manage 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.

Skills & Experience:

• Professional qualifications – LLB, BCom LLB and Admitted Attorney.
• 5 years of relevant industry/specialist experience in administration of funds/ working with corporate entities such as companies;
• Has sound technical knowledge of the corporate field;
• Excellent attention to detail and high levels of accuracy;
• Excellent communication and organization skills;
• Learn and understand various jurisdictions legal and regulatory requirements, over time;
• Act as a point of contact with internal or external stakeholders;
• The jobholder will be required to assist in the administration of various portfolios of corporate entities and requires a combination of accounting, taxation, legal, investment, and commercial experience;
• Ability to motivate and mentor a team;
• High level of managerial skills;
• Should be fluent in English and attend to all correspondence in English.