Transfer Agency Systems Manager

Transfer Agency Systems Manager

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

Role Summary

This role supports APEX Fund Services’ global Investor Solutions operations from the

India Global Service Centre (GSC). The incumbent will partner closely with onshore client

teams, product, technology, and internal stakeholders to deliver high‑quality investor services, reporting, governance, and oversight.

Job Specification:

Governance, Oversight & Review

 Provide oversight and sign‑off on all key Client/Investor reporting produced by GSC.

 Ensure end‑to‑end governance, including policy adherence, operational controls, and audit readiness.

 Oversee training strategy, capability building, and continuous development across teams.

 Partner with GSC and global leadership to ensure efficient resourcing, structure, and productivity.

 Drive culture of risk management, operational excellence, and proactive issue mitigation.

 Ensure full implementation and monitoring of Incident Management, including root‑cause analysis and remediation.

 Identify strategic control gaps, systemic risks, and recommend enhancements.

 Lead initiatives to streamline operational processes, increase efficiency, and leverage automation.

 Oversee oversight of cash reconciliations, AML escalations, and investor activity exceptions.

 Ensure Group Policies, Procedures, and Checklists are consistently implemented across teams.

Client Service & Engagement

 Ensure outstanding service delivery for global clients through strong operational

leadership.

 Act as senior escalation points for client, investor, and regulatory matters.

 Build strong partnerships with CRM, Product, Technology, Sales, and senior

onshore stakeholders.

 Ensure SLAs, KPIs, and quality metrics are consistently met or exceeded.

 Lead review of client fund documentation and oversee operational

interpretation.

 Oversee fee/expense processing governance across client funds.

 Lead and coordinate TA components of annual external audits.

 Manage high‑level auditor interactions and ensure satisfactory audit outcomes.

 Attend Monthly/Quarterly client calls, present updates on performance, risk, and initiatives.

 Participate in client board meetings, due diligence visits, and RFP support as required.

 Sponsor adoption of advanced technology, automation, and digital tools within TA operations.

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.

Experience Level

Mid Level