Assistant Manager, Middle Office

CO_AFSCL Apex Fund Services (Canada) Ltd.; Toronto; On-site; CAD 80,000 - 90,000; Full time

Benefits offered by this job

Discretionary yearly bonus

Four days in office

Job summary

Apex Group in Toronto, Ontario, seeks a Middle Office Manager Business Analyst to partner with clients, operations and technology in a hybrid setup. You will drive Calypso enhancements end-to-end while keeping day-to-day operations stable for a fast-paced client environment.

Responsibilities include owning requirements, translating business needs into scalable front-to-back solutions, coordinating testing and sign‑offs, and providing production support for trade, valuation and PnL issues across

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 4+ years of middle office, operations, or trade support experience.
• Hands-on Calypso experience strongly preferred; similar systems considered.

Responsibilities

• Own requirements and delivery for Calypso enhancements and client initiatives, end-to-end (requirements → build → SIT/UAT → production).
• Translate business needs into practical, scalable solutions across front-to-back flows (trading, middle office, accounting).
• Coordinate testing and sign-off; ensure solutions are production-ready.

Skills

Calypso experience

Trade lifecycle

Client-facing

Communication

Risk & PnL

Education

Bachelor's degree in Finance/Economics/related

CFA charter (or progress toward)

Tools

Calypso

Murex

Summit

Sophis

Aladdin

Job description

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

Middle Office Manager Business Analyst

A hybrid role partnering with clients, ops, and technology, delivering projects and enhancements while keeping day-to-day operations stable. Ideal for someone who thrives in a fast-paced, client-facing environment and can juggle competing priorities in parallel.

Key Responsibilities

Delivery & Solutioning

• Own requirements and delivery for Calypso (Portfolio Management System) enhancements and client initiatives, end-to-end (requirements → build → SIT/UAT → production).
• Translate business needs into practical, scalable solutions across front-to-back flows (trading, middle office, accounting).
• Coordinate testing and sign-off; ensure solutions are production-ready.

Client & Stakeholder Engagement

• Primary contact for external clients and internal stakeholders.
• Lead working sessions to define requirements and align on solutions.
• Communicate changes clearly to technical and non-technical audiences.

Production Support & Issue Resolution

• Provide daily production support, including periodic client EOD coverage.
• Investigate trade, valuation, PnL, and data issues across Calypso and upstream/downstream systems.
• Drive root cause analysis and permanent fixes.

Prioritisation & Ownership

• Balance project work, enhancements, and production issues across competing client, internal, and BAU demands.
• Provide clear visibility on status, risks, and dependencies.

Process & Documentation

• Identify and improve workflow gaps across trade lifecycle, valuations, settlements, and PnL.
• Maintain clear documentation (specs, test suites, onboarding materials).

Skills & Qualifications

• Bachelor's degree in Finance, Economics, or a related field; CFA charter (or progress toward) is beneficial.
• 4+ years of experience in middle office, operations, or trade support within a financial institution.
• Hands-on Calypso experience strongly preferred; similar systems (Murex, Summit, Sophis, Aladdin) also considered.
• Strong understanding of middle office workflows and trade lifecycle (bookings, lifecycle events, settlements, reconciliations, risk, PnL).
• Solid knowledge of Fixed Income and Credit Derivatives (Corporate Bonds, CDS, CDX).
• Proven hybrid BA / delivery / production support experience; comfortable in client-facing environments under time pressure.
• Excellent communication and stakeholder management skills across technical and non-technical audiences.

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

Salary ranges from CAD $80,000.00 – CAD $90,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance.

Compensation within this range is dependent on individual's skills, experience and qualifications.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us