Senior Migration specialist

CO_AFATI Apex Fund Services LLP; Navi Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Apex Group is seeking a finance professional in Navi Mumbai to support client service teams and drive efficiency in accounting and transfer agent processes. You will act as a super user for business systems, analyze existing practices, and implement approved improvements.

The role requires 3-5 years in Finance/Accounting, fluency in English, and strong communication. Knowledge of fund accounting systems like eFront Invest or AllVue is a plus.

Qualifications

• Bachelor/University Degree or equivalent in Accounting / Finance, Economics ideally with exposure to Computer Science.
• 3-5 years of relevant work experience in Finance / Accounting.
• Exposure to fund accounting or transfer agency is an advantage.
• Experience with eFront Invest or AllVue is preferred.
• Strong communication skills and teamwork are essential.
• Good understanding of IT and operational controls is expected.

Responsibilities

• Work closely with accounting/transfer agency client service teams to secure ongoing client satisfaction.
• Support client service teams as a super user of business systems, improving accounting and transfer agent processes.
• Analyse business practices, recommend improvements, and document approved changes.
• Conduct user testing of system upgrades.
• Deliver initial and follow-up trainings to the client’s teams.
• Monitor and support development of standard reporting packages.

Skills

Fluent English

Excellent communication

Strong team player

Detail oriented

Problem solving

Initiative to improve processes

IT affinity

Prioritization skills

Education

Accounting/Finance degree

Tools

MS Excel

eFront Invest

AllVue

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

Your main responsibilities:

• Working closely with accounting/transfer agency/client service teams to secure ongoing client satisfaction
• Supporting client service teams as a super user of business systems, excelling the accounting and transfer agent processes with a focus on raising productivity and reducing operational risks
• Analysing business practices/processes, recommending improvements and follow through the approved changes, including project/process documentation
• User testing of the system upgrades
• Initial and follow up trainings of the client’s teams
• Working closely with Business system’s teams supporting the end users
• Suggesting improvements to systems
• Monitor the strict application of the defined chart of accounts
• Support the development and enhancement of a standard reporting package

Your profile:

• Fluent written and spoken in English (mandatory, additional European languages would be an advantage)
• Bachelor / University Degree or equivalent in Accounting / Finance, Economics ideally with exposure to Computer Science
• Excellent handling of MS Office applications in particular MS Excel
• 3-5 years of relevant work experience in the field of Finance / Accounting
• Additional experience in fund accounting or transfer agency would be considered an advantage
• Experience in either eFront Invest or AllVue
• Additional experience in other Fund Accounting systems would be considered an advantage
• Excellent Communication SkillsStrong team player
• General affinity for Information Technology
• Must be highly organized and detail / efficiency orientated, critical thinker
• Must have initiative to constantly improve processes with strong problem solving skills
• Ability to prioritize issues at company level
• Good understanding of operational controls framework

What you can expect:

• An innovative, modern business environment
• Highly motivated experienced teams
• Growth & development opportunities

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. Today, 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. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us