Associate Manager - Private Equity (Assistant Vice President)

About the role

Apex Group, a fund administration and middle office solutions provider founded in Bermuda in 2003, is hiring an Associate Manager (Assistant Vice President) for its Private Equity Administration Services department. This is a permanent, onsite position responsible for the operational aspects of a sub-team, including managing resources and activities and ensuring high-quality service delivery.

Key responsibilities

• Manage the resources and activities of the sub-team and oversee, review and monitor the work of team members.
• Provide regular updates on operational aspects of unit deliverables to the manager and reporting line.
• Identify operational risks, prescribe mitigation actions and escalate them; understand business risks in the Global Business Sector (GBS).
• Perform customer due diligence (CDD) in line with AML Code and keep an updated CDD list for all companies.
• Attend client meetings internally and externally when required, and review board packs and shareholder resolutions carefully.
• Handle applications for certificates of current/good standing and certificates of incumbency, and manage restructuring, mergers, redomiciliation, transfers and windings up.
• Manage client relationships and service delivery for assigned clients, meeting deadlines and client expectations.
• Hold regular meetings with team members, appraise their performance against objectives and coach them; contribute to continuous process improvement.

Required profile

• 8-10 years of experience in the Global Business Sector or an audit firm is an advantage.
• Degree from a recognised institution; ACCA or ACA professional studies.
• Client service mindset, goal-oriented and able to work under pressure.

Required skills

• Proficiency in MS Office (Word, Excel)
• Good written and spoken communication skills
• Ability to multi-task, prioritise and organise time effectively