Funds Onboarding specialist

Apex Group Ltd (UK Branch); Limerick; On-site; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Professional development

Job summary

Apex Group Ltd (UK Branch) is seeking a Funds Onboarding Specialist to lead end-to-end onboarding for new clients and fund launches from Limerick, Ireland. You will coordinate with global teams to ensure data, systems and documentation are completed accurately and on time, acting as the trusted point of contact for clients throughout onboarding and subsequent launches.

The role requires strong communication, experience in Investment Operations or Risk Management, and a proactive, detail-oriented

Qualifications

• Bachelor’s or Master’s in commerce, MBA Finance, CA/CMA/CFA or similar.
• Relevant experience in Investment Operations / Risk Management.
• Desirable exposure to Bloomberg or other market data platforms.
• Fluent in English; additional languages are a plus.

Responsibilities

• Execute end-to-end onboarding for new clients and fund launches.
• Coordinate data collection, validation, system setup and configuration.
• Ensure onboarding requirements are completed accurately within timelines.
• Identify and resolve onboarding issues; escalate when needed.
• Collaborate with Product, Technology, Operations for successful implementations.
• Maintain onboarding documentation and checklists for continuous improvement.
• Serve as primary client contact throughout onboarding and launches.
• Guide clients on data and documentation requirements.

Skills

Investment Operations

Risk Management

Communication skills

Team player

Shift flexibility

Education

Bachelor/Master in commerce

MBA Finance

CA/CMA/CFA or similar

Tools

Bloomberg

Market data platforms

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.

Role: Funds Onboarding Specialist – Location: Limerick (Ireland)

Employment Type: Permanent

Reporting to: Senior Fund Analyst

Role Summary

As a Funds Onboarding Specialist at Apex, you will play a key role in delivering successful fund launches and onboarding projects for a diverse global client base. In this client‑focused position, you will manage the end‑to‑end onboarding journey for new clients and fund implementations, working closely with teams across Ireland, Spain, India, Guernsey, and other international locations. Acting as a trusted point of contact, you will coordinate onboarding activities, ensure data and system requirements are completed accurately and on time, and support clients through every stage of the process. This is an excellent opportunity for a proactive and detail‑oriented professional who enjoys problem‑solving, building strong relationships, and working in a collaborative, fast‑paced environment where they can make a direct impact on both client experience and business growth.

Key Responsibilities

• Execute the end‑to‑end onboarding process for new clients, as well as new fund launches and projects for existing clients.
• Perform onboarding activities, including data collection, validation, system setup, and configuration.
• Ensure onboarding requirements are completed accurately and within agreed timelines.
• Identify and directly resolve issues during onboarding, escalating where necessary.
• Work closely with internal teams (e.g. Product, Technology, Operations) to ensure successful implementation.
• Maintain and continuously improve onboarding documentation, processes, and checklists.
• Act as the primary point of contact for clients throughout onboarding and subsequent launches.
• Guide clients through onboarding requirements and ensure timely provision of required data and documentation.
• Support clients and partners in resolving onboarding, technical, or process‑related queries.
• Maintain ongoing relationships with clients to support additional fund launches and related projects over time.

Experience & Skills Required

• Bachelor’s or Master’s in commerce, MBA Finance, CA/CMA/CFA or similar.
• Relevant experience in Investment Operations / Risk Management.
• Good understanding of Fund Compliance, Regulatory Reporting or Investment Risk.
• Basic understanding of various asset classes – F&O, Fwds, OTCs, Swaps, Structured products.
• Desirable experience with Bloomberg and/or other market data platforms.
• Desirable previous exposure to Client Service roles.
• Strong written and verbal communication skills.
• Dedication to work as a team and deliver timely results.
• Candidates should be flexible to work in shifts if required.
• A positive and responsible work ethic.
• Fluent in English and any other additional languages is a plus.

What You Will Get in Return

• Hybrid working model.
• Opportunities for professional development.
• Opportunity to work with a diverse, agile and global team.
• Exposure to all aspects of the business and cross‑jurisdiction.
• A genuinely unique opportunity to be part of an expanding large global business.

Additional Information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio‑economic, responsibilities for dependants, physical or mental disability. Any hiring decision is made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/