Head of Service - Unitas

Apex Group; City Of London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A prominent financial services firm is seeking a Head of Service to lead global service delivery for Unitas products in London. The ideal candidate will have over 8 years of senior investment operations experience, with a degree in Maths, Statistics, or Accounting. Responsibilities include overseeing operational processes, managing client escalations, and serving as a company director. This full-time role offers the opportunity to drive significant impact within the organization and necessitates strong leadership in operational design and execution.

Qualifications

• Minimum 8 years of private markets senior investment operations experience required.
• Experience with CASS 5 and 6 rules applied to operational teams.
• Experience in client money reconciliations, interest calculations, and regulatory reporting.

Responsibilities

• Responsible for global service delivery for Unitas products.
• Serve as a company director and manage Escalations with clients.
• Make decisions on product design and operational processes.

Skills

Private markets senior investment operations experience

Ability to design and implement operational processes

Client and large dataset migration experience

Management of banking and sub custody relationships

Proactive self-starter

Education

Degree in Maths / Statistics / Accounting or qualified accountant

Job description

Overview

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 team has delivered continued growth and transformation and we are represented by over circa 13,000 employees across 112 offices worldwide.

Head of Service – Unitas remote type: Onsitelocations: London time type: Full time posted on: Posted Today job requisition id: JR-0018214

Responsibilities

• Head of Service is responsible for global service delivery for Unitas products to external clients and those contracted by several Apex Group companies and which involve intragroup service agreements.
• The role will be a company director of Apex Unitas Limited and of the subsidiary nominee entities.
• The role will accordingly be an SMF3 (Executive Director) role as defined by the FCA Senior Managers regime and will also be Certified Management Function.
• Board reporting and attendance experience.
• Experienced in dealing as point of escalation with clients and representing the company in new business processes with material potential clients.
• Ability to have significant input into product design and to be a decision maker on whether potential new product operational processes can be assimilated into current structure.
• Senior management responsibility for managing, reviewing and changing banking and sub custody relationships.
• Detailed knowledge and experience of private and exchange traded assets and associated investment processes.
• Experience of client and large data set migrations.
• Proactive, self-starter.
• The above is not an exhaustive list of day-to-day responsibilities.

Qualifications and Experience

• Requiring 8 years private markets senior investment operations experience.
• Holding a degree in Maths / Statistics / Accounting or a Qualified accountant with minimum 5 years PQE.
• Detailed knowledge of CASS 5 and 6 and application of rules to operational teams.
• Experience of designing, implementing and running of operational CASS processes, including but not limited to client money reconciliations, interest calculations and regulatory reporting.
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Disclaimers and Company Information

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.

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. 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.