Associate Director/Senior Manager

Wealth Enhancement Group; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A reputable firm is looking for an Associate Director to lead client services in Private Debt in London. The role involves oversight of multi-jurisdictional administration and governance for investment funds. Candidates should have a strong background in legal or financial services, excellent leadership skills, and a professional qualification. This position offers the opportunity to work with high-profile clients and manage a dynamic team.

Qualifications

• Minimum of 10 years relevant experience in a legal or financial services environment.
• Ability to develop business relationships both internally and externally.
• Good understanding of fiduciary and administrative services.

Responsibilities

• Lead operational client service team including onboarding and client strategy.
• Provide multi-jurisdictional company secretarial and governance services.
• Manage financial aspects of client relationships, ensuring timely billing.

Skills

Commercial dexterity

Strategic thinking

Interpersonal skills

Education

Professional qualification (CGI, ICSA or equivalent)

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

Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities.

Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions.

Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies.

It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London.

Key responsibilities

· Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements.

· Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex’s largest clients, principally investment fund and corporate structures.

· Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members.

· Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions.

· Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice.

· Maintain and create procedures based on client specific requirement, internal systems and KPI reporting.

· Ensure team’s compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes.

· Ensure the team meets relevant operational & risk/compliance KPIs and targets.

· Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control.

· Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year.

· Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems.

· Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities.

· Act as a director on client boards (if necessary and as approved).

· Act as an Authorised signatory in respect of transactions and payments.

· Contribute to ad-hoc projects as and when required by the business.

· Be able to provide sound, quality and technical guidance to clients and the wider team.

· Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and

· Any other duties in the scope of the role that the company requires

Requirements

Skills / experience required

· Professional qualification preferred (CGI, previously ICSA, or equivalent)

· Minimum of 10 years relevant experience in a legal or financial services environment

· Highly developed commercial and strategic dexterity.

· Has the credibility and gravitas to interact and develop business relationships both internally and externally.

· Is focused on delivering against business goals to create value.

· Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and

· Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team.

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.