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 Senior Transaction Manager - VP About The Role The Senior Transaction Manager plays a central role in overseeing and executing complex syndicated lending and financing transactions across multiple jurisdictions. This position is responsible for managing the full lifecycle of agency duties-from reviewing financing agreements and closing deals, to coordinating communications among borrowers, lenders, advisors, and internal teams. You will lead the operational management of amendments, waivers, loan transfers, KYC processes, and compliance monitoring, ensuring all actions align with contractual, regulatory, and best-practice standards. In this senior capacity, you will calculate and validate settlements, fees, interest, and repayments; manage syndicated guarantee and factoring facilities; and ensure the accurate delivery of all documentation and reporting obligations. You will also contribute to the development of internal systems by collaborating with the IT team, while supporting and mentoring junior colleagues within the department. This role is ideal for an experienced professional with a strong background in banking, finance, or legal advisory, who thrives in a fast paced environment, excels in stakeholder coordination, and brings a meticulous, proactive approach to managing high-value transactions. Job Specification Actively participate in the review of the financing Agreements and in closing deals. Assist the lenders in the decision making processes when such intermediation is required and, in general, in any consultation related to the Financing; Calculate settlements / amounts to be paid by the borrowers and lenders in accordance to the agreements such as fees, interest, and principal repayments/redemptions; Close and manage complex transactions; Cooperate with IT team in developing in house software. Coordinate the agency duties with the Loans Administration and Business Development department and support the activity of the Loans Administration department when required. Coordinate, manage and register the communications and issues raised among borrowers, lenders, obligors and advisers of the Financing. Coordinate, organize and participate in meetings and conference calls required by the day to day management of the Agency Department. Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines; Manage and coordinate amendments or waiver processes until resolution; Manage and coordinate loan transfers between existing and new incoming lenders; Manage and coordinate our KYC requirements in respect of all lenders and borrowers for any new transaction; Management and coordination of Syndicated Guarantees Facilities and Factoring Facilities. Management of communications / to be delivered to the borrowers and lenders, and the different Loan Admin. departments, according to the financing Agreements. Management of the Loan Administration for different jurisdictions: As a global financial services provider, Apex provides Agency services in a variety of jurisdictions. Monitor and control the periodic or one off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements. Set up new transactions using our Agency Management Monitoring Tool; Support and training of more junior members of the Team. Skills Required At least 6 years of experience in the banking / financial / legal advisory sector; Excellent work attitude, quick and willing learner and proficient team player; Eagerness to pay attention to detail and going the extra mile in all aspects of the role; Syndicated Lending Experience, ideally Middle office, Loan Administration background is a plus; Experience with Intralinks / Debtdomain or similar loans communication tools is an advantage; Excellent communication skills and professionalism; Ability to work under pressure and to prioritize tasks accordingly; Ability to take initiative and multitasking; Strong work ethic, a proactive approach and can do mindset; Willingness to learn and get relevant experience in the syndicated lending sector. What you will get in return A genuinely unique opportunity to be part of an expanding large global business. To grow professionally together with a young and dynamic workforce. Be part of an experienced and growing team and be part of a world class centre of excellence.
Sep 24, 2026
Full time
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 Senior Transaction Manager - VP About The Role The Senior Transaction Manager plays a central role in overseeing and executing complex syndicated lending and financing transactions across multiple jurisdictions. This position is responsible for managing the full lifecycle of agency duties-from reviewing financing agreements and closing deals, to coordinating communications among borrowers, lenders, advisors, and internal teams. You will lead the operational management of amendments, waivers, loan transfers, KYC processes, and compliance monitoring, ensuring all actions align with contractual, regulatory, and best-practice standards. In this senior capacity, you will calculate and validate settlements, fees, interest, and repayments; manage syndicated guarantee and factoring facilities; and ensure the accurate delivery of all documentation and reporting obligations. You will also contribute to the development of internal systems by collaborating with the IT team, while supporting and mentoring junior colleagues within the department. This role is ideal for an experienced professional with a strong background in banking, finance, or legal advisory, who thrives in a fast paced environment, excels in stakeholder coordination, and brings a meticulous, proactive approach to managing high-value transactions. Job Specification Actively participate in the review of the financing Agreements and in closing deals. Assist the lenders in the decision making processes when such intermediation is required and, in general, in any consultation related to the Financing; Calculate settlements / amounts to be paid by the borrowers and lenders in accordance to the agreements such as fees, interest, and principal repayments/redemptions; Close and manage complex transactions; Cooperate with IT team in developing in house software. Coordinate the agency duties with the Loans Administration and Business Development department and support the activity of the Loans Administration department when required. Coordinate, manage and register the communications and issues raised among borrowers, lenders, obligors and advisers of the Financing. Coordinate, organize and participate in meetings and conference calls required by the day to day management of the Agency Department. Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines; Manage and coordinate amendments or waiver processes until resolution; Manage and coordinate loan transfers between existing and new incoming lenders; Manage and coordinate our KYC requirements in respect of all lenders and borrowers for any new transaction; Management and coordination of Syndicated Guarantees Facilities and Factoring Facilities. Management of communications / to be delivered to the borrowers and lenders, and the different Loan Admin. departments, according to the financing Agreements. Management of the Loan Administration for different jurisdictions: As a global financial services provider, Apex provides Agency services in a variety of jurisdictions. Monitor and control the periodic or one off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements. Set up new transactions using our Agency Management Monitoring Tool; Support and training of more junior members of the Team. Skills Required At least 6 years of experience in the banking / financial / legal advisory sector; Excellent work attitude, quick and willing learner and proficient team player; Eagerness to pay attention to detail and going the extra mile in all aspects of the role; Syndicated Lending Experience, ideally Middle office, Loan Administration background is a plus; Experience with Intralinks / Debtdomain or similar loans communication tools is an advantage; Excellent communication skills and professionalism; Ability to work under pressure and to prioritize tasks accordingly; Ability to take initiative and multitasking; Strong work ethic, a proactive approach and can do mindset; Willingness to learn and get relevant experience in the syndicated lending sector. What you will get in return A genuinely unique opportunity to be part of an expanding large global business. To grow professionally together with a young and dynamic workforce. Be part of an experienced and growing team and be part of a world class centre of excellence.
System upgrades 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 TRANSFER AGENCY Operations controls and Business Readiness Manager Role Purpose The Transfer Agency Operational Control and Business Readiness Manager is responsible for maintaining a robust control environment across Transfer Agency operations while ensuring operational readiness for business change, client onboarding, regulatory developments, system enhancements, and strategic transformation initiatives. The role provides independent oversight of operational processes, controls, risks, and governance, while leading readiness activities to ensure people, processes, technology, controls, and training are fully prepared for operational change. Key Responsibilities Operational Control & Oversight Maintain and enhance the Transfer Agency operational control framework. Perform oversight and controls across: Dealing Registration Transaction Monitoring Settlements Reconciliations Distributions Monitor and report on Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs). Identify operational risks, control weaknesses and process improvement opportunities. Ensure effective implementation and tracking of corrective actions. Support self-assessments (RCSAs). Support Operational Resilience and Business Continuity planning activities. Maintain operational procedures, controls documentation and governance records. Business Readiness & Change Management Lead operational readiness assessments for: New client implementations Fund launches Transfers and migrations System upgrades Regulatory changes Strategic business initiatives Define readiness criteria and go-live requirements. Coordinate readiness activities across Operations, Technology, Compliance, Risk and Client teams. Assess operational impacts and capacity requirements. Ensure implementation of new procedures, controls and workflows. Track dependencies, risks and readiness milestones. Conduct go-live readiness reviews and provide recommendations to governance forums. Risk & Governance Produce regular operational risk and control reporting. Present key risks, readiness updates and control metrics to senior management committees. Maintain risk registers and action logs. Support internal and external audits. Ensure regulatory compliance with FCA and applicable industry regulations. Drive a culture of risk awareness, accountability and continuous improvement. Process Improvement Identify opportunities to improve efficiency, scalability and risk management. Support automation and digital transformation initiatives. Lead process redesign and control enhancement projects. Promote adoption of best practices across Transfer Agency operations. Stakeholder Management Collaborate with Operations Managers, Change Teams and Technology partners. Act as a key liaison between operational teams and project delivery functions. Support client due diligence and governance meetings. Build strong relationships with internal and external stakeholders. Knowledge & Experience Extensive Transfer Agency experience across multiple operational disciplines. Strong understanding of Transfer Agency end to end Experience managing operational risk and controls frameworks. Experience leading business readiness and implementation activities. Strong understanding of UK and European regulatory environments. Experience supporting audits and risk reviews. Proven project and change management experience. Strong analytical and problem-solving skills. Desirable Experience with TA migrations and client transitions. Knowledge of Operational Resilience requirements. Experience with workflow and automation tools. Skills & Competencies Operational Risk Management Control Framework Design Business Readiness Assessment Change & Implementation Management Stakeholder Engagement Governance & Reporting Root Cause Analysis Continuous Improvement Leadership & Influencing Skills Regulatory Awareness Data Analysis & MI Reporting Decision Making 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.
Sep 23, 2026
Full time
System upgrades 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 TRANSFER AGENCY Operations controls and Business Readiness Manager Role Purpose The Transfer Agency Operational Control and Business Readiness Manager is responsible for maintaining a robust control environment across Transfer Agency operations while ensuring operational readiness for business change, client onboarding, regulatory developments, system enhancements, and strategic transformation initiatives. The role provides independent oversight of operational processes, controls, risks, and governance, while leading readiness activities to ensure people, processes, technology, controls, and training are fully prepared for operational change. Key Responsibilities Operational Control & Oversight Maintain and enhance the Transfer Agency operational control framework. Perform oversight and controls across: Dealing Registration Transaction Monitoring Settlements Reconciliations Distributions Monitor and report on Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs). Identify operational risks, control weaknesses and process improvement opportunities. Ensure effective implementation and tracking of corrective actions. Support self-assessments (RCSAs). Support Operational Resilience and Business Continuity planning activities. Maintain operational procedures, controls documentation and governance records. Business Readiness & Change Management Lead operational readiness assessments for: New client implementations Fund launches Transfers and migrations System upgrades Regulatory changes Strategic business initiatives Define readiness criteria and go-live requirements. Coordinate readiness activities across Operations, Technology, Compliance, Risk and Client teams. Assess operational impacts and capacity requirements. Ensure implementation of new procedures, controls and workflows. Track dependencies, risks and readiness milestones. Conduct go-live readiness reviews and provide recommendations to governance forums. Risk & Governance Produce regular operational risk and control reporting. Present key risks, readiness updates and control metrics to senior management committees. Maintain risk registers and action logs. Support internal and external audits. Ensure regulatory compliance with FCA and applicable industry regulations. Drive a culture of risk awareness, accountability and continuous improvement. Process Improvement Identify opportunities to improve efficiency, scalability and risk management. Support automation and digital transformation initiatives. Lead process redesign and control enhancement projects. Promote adoption of best practices across Transfer Agency operations. Stakeholder Management Collaborate with Operations Managers, Change Teams and Technology partners. Act as a key liaison between operational teams and project delivery functions. Support client due diligence and governance meetings. Build strong relationships with internal and external stakeholders. Knowledge & Experience Extensive Transfer Agency experience across multiple operational disciplines. Strong understanding of Transfer Agency end to end Experience managing operational risk and controls frameworks. Experience leading business readiness and implementation activities. Strong understanding of UK and European regulatory environments. Experience supporting audits and risk reviews. Proven project and change management experience. Strong analytical and problem-solving skills. Desirable Experience with TA migrations and client transitions. Knowledge of Operational Resilience requirements. Experience with workflow and automation tools. Skills & Competencies Operational Risk Management Control Framework Design Business Readiness Assessment Change & Implementation Management Stakeholder Engagement Governance & Reporting Root Cause Analysis Continuous Improvement Leadership & Influencing Skills Regulatory Awareness Data Analysis & MI Reporting Decision Making 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.
Apex Group Ltd, based in London, seeks a Group Head of External Reporting to lead a senior FP&A team and own the group's management reporting for boards, PE shareholders, and lenders. The role focuses on governance, timely delivery, and centralised responses to queries, collaborating with the Deputy Head of FP&A, CFO, and regional finance leads across our global business. Excellent knowledge of financial analytics, Workday reporting, and Power BI is essential, with a hands-on approach to
Sep 23, 2026
Full time
Apex Group Ltd, based in London, seeks a Group Head of External Reporting to lead a senior FP&A team and own the group's management reporting for boards, PE shareholders, and lenders. The role focuses on governance, timely delivery, and centralised responses to queries, collaborating with the Deputy Head of FP&A, CFO, and regional finance leads across our global business. Excellent knowledge of financial analytics, Workday reporting, and Power BI is essential, with a hands-on approach to
The Apex Group is seeking a Senior Transaction Manager to oversee and execute complex syndicated lending transactions across multiple jurisdictions. You will manage the full lifecycle of agency duties, from reviewing financing agreements to coordinating among borrowers, lenders, advisers, and internal teams. In this senior role you will validate settlements, manage fee calculations, loan transfers, and KYC processes, while mentoring junior staff and collaborating with IT to improve internal
Sep 23, 2026
Full time
The Apex Group is seeking a Senior Transaction Manager to oversee and execute complex syndicated lending transactions across multiple jurisdictions. You will manage the full lifecycle of agency duties, from reviewing financing agreements to coordinating among borrowers, lenders, advisers, and internal teams. In this senior role you will validate settlements, manage fee calculations, loan transfers, and KYC processes, while mentoring junior staff and collaborating with IT to improve internal
