Senior Fund Operations & Client Success Lead

ACCA Careers; Épinay-Champlâtreux; Vor Ort; EUR 71.000 - 98.000; Vollzeit

Zusammenfassung

Apex Group is seeking a seasoned Manager to lead a unit within the Global Business Sector, overseeing closed-end fund operations, licensing, and regulatory filings. The role emphasises client service, risk-aware decision making, and driving process improvements across multiple life-cycle stages.

The successful candidate will manage resources, ensure high-quality deliverables, and work with senior management to mitigate risks and ensure regulatory compliance in Mauritius.

Qualifikationen

• 8-9 years of working experience in the Global Business Sector or an audit firm would be an advantage.
• Holds a degree with a recognized institution.
• ACCA or ACA or any other relevant professional studies.
• Demonstrate a client service mindset when servicing the client.
• Proficient in MS Office (Microsoft Word, Excel).
• Good written and spoken communications skills.
• Able to multi-task, prioritize and manage time effectively.
• Excellent organizational and interpersonal skills.
• Goal-oriented and an organized team player.
• Quick learner and able to adapt in different work environment.
• Able to work under pressure.

Aufgaben

• The Manager will lead the Team in any project, assignment, task or required submission in relation to their assigned allocation and any other ad-hoc duties as assigned which may include internal and external deliverables.
• Responsible for all operational aspects of Unit deliverables including effective management of the resources and activities.
• Ensure high quality service delivery within Unit.
• Oversee, review and monitor work done by the Unit members.
• Review timesheets, identify, and take actions for spare capacity v/s overloaded staff.
• Provide regular updates on all operational aspects of Unit deliverables to senior management.
• Identifying training needs and communicate to senior management.
• Show understanding of business risks in the Global Business Sector (GBS) and approach day to day work with a risk minimization mind-set.
• Proactively identify areas of operational risks, prescribe actions to mitigate risk, and elevate accordingly.
• Ensure companies in the portfolio comply with legal and regulatory requirements as per Mauritius Companies Act, Financial Services Act 2007, Code of Corporate Governance, Data Protection Act 2017, Securities Act 2005 and other Acts & Regulations while supporting governance and administrative functions.
• As a Manager overseeing closed end funds, must ensure compliance with several key requirements with respect to licensing and regulatory filings with the Financial Services Commission and other Authorities.
• Be on top of all requirements for an effective Closing of a Closed End Fund.
• Service Closed End Funds at their different life stages, ensuring compliance and operational efficiency throughout: Formation & First Closing, Investment & Operational Phase, Exit & Fund Closure.
• Be familiar with different types of distributions Closed-end funds in Mauritius can undertake and corporate actions needed.
• Perform customer due diligence (CDD) as per AML Code and maintain an updated list of CDD for all companies.
• Attend client meetings, internally and externally when required.
• Enroll in Discussion Forums or other network groups to keep up to date on matters related to Global Business Sector.
• Sign off on bank account opening and ensure that banking transactions undertaken are within the company's scope of business.
• Diligent review of board packs and ensure high quality deliverables.
• Ensure transactions which require the approval of shareholders are backed by shareholders resolution or dispensation received.
• Diligent review of applications for certificate of current standing, certificate of good standing and issue of certificate of incumbency.
• Effective handling of incorporation documents and follow up with ROC/ FSC for timely receipt of licence where required.
• Effective handling of restructure, merger, re-domiciliation, transfer and winding up of companies.
• Manage client relationships and service delivery for allocated clients and/or functions, ensuring that client requirements and requests are met consistently to the highest standard and within deadlines and that clients are satisfied with their level of service.
• Have regular meetings with team members to ensure team objectives are met.
• Diligently perform Performance Appraisal of team members by comparing objectives and actual achievements based on facts.
• Demonstrate application of customer driven approach and coach team members.
• Assume responsibility and take initiatives.
• Ability to provide constructive feedback on time to allow personal and professional development.
• Participate in training programs.
• Assisting in a culture of continuous process improvement. Involvement in, review and implementation of plans to further develop the Unit.

Kenntnisse

Client service mindset

MS Office

Written and verbal communications

Multitasking

Time management

Organizational skills

Interpersonal skills

Team player

Under pressure

Ausbildung

Degree with a recognized institution

ACCA

ACA

Tools

MS Office

Jobbeschreibung

Apex Group is seeking a seasoned Manager to lead a unit within the Global Business Sector, overseeing closed-end fund operations, licensing, and regulatory filings. The role emphasises client service, risk-aware decision making, and driving process improvements across multiple life-cycle stages.

The successful candidate will manage resources, ensure high-quality deliverables, and work with senior management to mitigate risks and ensure regulatory compliance in Mauritius.