Apex Group

The Corporate Institute; India; On-site; INR 8,000,000 - 14,000,000; Full time

Job summary

The Corporate Institute in India is seeking a senior leader to steer fund administration and business management across global operations. You will partner with executive management to set strategy, optimize NAV delivery, reporting, and client service while driving transformation and governance across multiple jurisdictions.

Leads senior teams and manages stakeholders, enhancing profitability, efficiency, and risk controls through data-driven decisions and BI-enabled performance insight.

Qualifications

• 15+ years of experience in fund administration or related financial services fields.
• Proven leadership of global teams and senior stakeholders.
• Strong expertise in NAV production, financial reporting and governance.

Responsibilities

• Define and execute strategic business objectives with executive management.
• Drive budgeting, forecasting, capacity planning, and performance tracking.
• Lead initiatives to improve profitability, scalability, and client service delivery.
• Collaborate with Fund Accounting leaders to optimize operating models globally.
• Provide insights through analysis of operational and financial metrics.
• Drive transformation in Fund Accounting, Investor Services, and related functions.
• Develop executive dashboards and BI frameworks for Management reporting.
• Build relationships with senior stakeholders and coordinate governance forums.
• Identify process improvements using Lean Six Sigma, Agile methods, and automation.
• Oversee risk controls, compliance and data management standards.

Skills

Strategic leadership

Operational excellence

Executive stakeholder management

Commercial & financial analysis

Governance & risk management

Data-driven decision making

Change & transformation leadership

Client relationship management

Problem solving & decision making

People leadership & talent development

Influencing & negotiation

Innovation & continuous improvement

Education

Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, Engineering

MBA, CA, CFA, CPA, ACCA or equivalent qualifications

Tools

Power BI

Advanced MS Excel

PowerPoint

SharePoint

Dashboard development

Reporting automation

Job description

Key Responsibilities

Business Management & Strategy

• – Partner with Executive Management and Business Heads to define and execute strategic business objectives.
• – Drive business planning, budgeting, capacity management, forecasting, and performance tracking activities.
• – Lead strategic initiatives to improve profitability, scalability, client service delivery, and operational efficiency.
• – Collaborate with Fund Accounting leadership to enhance operating models across global fund administration functions.
• – Support growth initiatives, business expansion, client transitions, acquisitions, and integration activities.
• – Provide business insights through analysis of operational, financial, and client performance metrics.
• – Drive transformation initiatives across Fund Accounting, Investor Services, Transfer Agency, Depositary, and Asset Servicing functions.

Fund Accounting Business Oversight

• – Provide strategic oversight of Fund Accounting and Fund Administration operations across multiple jurisdictions.
• – Partner with operational leaders to monitor NAV delivery, financial reporting, valuation processes, and client servicing performance.
• – Review and analyze key operational metrics, productivity indicators, control environments, and commercial performance.
• – Support business management across Alternative Investment Funds, Private Equity, Real Estate, Private Credit, Hedge Funds, Hybrid Funds, and Fund of Funds structures.
• – Drive initiatives focused on operational excellence, service quality, risk mitigation, and client satisfaction.
• – Evaluate resource utilization, workforce planning, and capacity management across business functions.

Reporting, Analytics & Management Information Systems

Design and implement executive dashboards, scorecards, and business intelligence frameworks.

Develop meaningful management reporting covering:

• – NAV Delivery Metrics
• – Operational KPIs
• – Client Service Performance
• – Financial Performance
• – Productivity and Capacity Metrics
• – Risk and Control Indicators
• – Revenue and Profitability Analysis
• – Drive reporting automation and digitization initiatives.
• – Utilize Power BI, Excel, and analytics tools to provide actionable business insights.
• – Present business performance updates to Executive Leadership and Global Management Committees.

Stakeholder Management

• – Build and maintain strong relationships with senior leaders, clients, investors, regulators, and internal stakeholders.
• – Act as a strategic advisor to business leaders on operational and commercial decisions.
• – Lead governance forums, executive business reviews, and leadership committees.
• – Facilitate collaboration across Operations, Finance, Risk, Compliance, Technology, HR, and Client Service teams.
• – Manage and influence senior stakeholders across multiple global locations.

Process Improvement & Digital Transformation

• – Identify process optimization and automation opportunities across Fund Administration operations.
• – Lead implementation of operational transformation and digital innovation initiatives.
• – Drive efficiency improvements through Lean Six Sigma, Agile, and continuous improvement methodologies.
• – Partner with Technology teams to enhance reporting platforms, workflow tools, and operational infrastructure.
• – Promote innovation and adoption of emerging technologies within business processes.

Governance, Risk & Compliance

Ensure compliance with regulatory requirements, organizational policies, and client obligations.

Support business governance related to:

• – NAV Production
• – Valuation Oversight
• – Financial Reporting Controls
• – Operational Risk Frameworks
• – Client Service Standards
• – Oversee remediation of audit observations and risk issues.
• – Monitor operational risk metrics and control effectiveness.
• – Maintain strong governance and data management standards.

People Leadership

• – Lead and mentor senior managers and functional leaders.
• – Establish high-performance teams focused on accountability, client service, and operational excellence.
• – Drive succession planning and leadership development initiatives.
• – Promote employee engagement, talent retention, and capability development programs.
• – Foster a culture of collaboration, innovation, and continuous improvement.

Required Qualifications

• – Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, Engineering, or related discipline. MBA, CA, CFA, CPA, ACCA, or equivalent professional qualification preferred.
• – Advanced certifications in Project Management, Lean Six Sigma, Agile, Business Analysis, or Change Management are advantageous.

Experience

• – 15+ years of experience within Fund Administration, Fund Accounting, Asset Servicing, Financial Services, Investment Operations, or Business Management functions.
• – Proven leadership experience managing global teams and senior stakeholders.
• – Strong experience in Fund Accounting and Fund Administration environments.

Demonstrated expertise in Alternative Investment structures including:

• – Private Equity
• – Real Estate
• – Private Credit
• – Hedge Funds
• – Hybrid Funds
• – Fund of Funds

• – Experience overseeing NAV production, fund financial statements, investor reporting, and valuation governance processes.
• – Proven track record in business transformation, operational excellence, reporting automation, and strategic planning.
• – Experience working in multinational and multi-jurisdiction fund administration environments.

Technical Skills

• – Fund Accounting & Fund Administration
• – NAV Oversight & Governance
• – Fund Financial Reporting
• – Portfolio & Investment Accounting
• – Alternative Investment Structures
• – Business Intelligence & Analytics
• – Power BI
• – Advanced MS Excel
• – PowerPoint
• – SharePoint
• – Dashboard Development
• – Reporting Automation
• – Operational Risk Management
• – Data Analytics & Visualization
• – Workforce Planning & Capacity Management
• – Financial Performance Analysis

Key Competencies

• – Strategic Leadership
• – Operational Excellence
• – Executive Stakeholder Management
• – Commercial & Financial Analysis
• – Governance & Risk Management
• – Data-Driven Decision Making
• – Change & Transformation Leadership
• – Client Relationship Management
• – Problem Solving & Decision Making
• – People Leadership & Talent Development
• – Influencing & Negotiation Skills
• – Innovation & Continuous Improvement