Head Of Operations Alternative Investments / Assets

Apex Group; Xico; Presencial; MXN 1,616,000 - 2,336,000; Jornada completa

Descripción de la vacante

A leading financial services provider seeks a Head of Operations in Mexico City to lead AFORES operations related to pension funds. Responsibilities include managing compliance with regulations, overseeing treasury operations, and ensuring timely reporting. Candidates should have a university degree and 10+ years in fund administration, alongside strong leadership skills. Fluency in Spanish and English is required. This role offers career advancement opportunities and a chance to make a significant impact in the pension industry.

Servicios

Career development opportunities

Exposure to global management

Opportunity to shape market presence

Formación

• 10+ years of experience in fund administration or pension fund services.
• Strong understanding of Mexican pension fund structures and regulations.
• Fluent in both Spanish and English.

Responsabilidades

• Lead administration of AFORE mandates in compliance with regulations.
• Oversee treasury management and investment performance.
• Coordinate tax structuring and payroll matters.

Conocimientos

Fund administration

Trust management

Pension fund services

Client relationship management

Regulatory knowledge

Educación

University degree in Accounting, Finance, Economics or related field

Professional accounting or finance designation (CPA, CMA, etc.)

Herramientas

Microsoft Office Suite

Fund administration platforms

Descripción del empleo

Job Title: Head of Operations – Alternative Investments / Assets
Location: Mexico City, Mexico
Job Type: Full time, Onsite
Requisition ID: JR-

Overview

The Apex Group was established in Bermuda in 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

The Head of AFORES will be responsible for leading Apex Group's specialized operations in Mexico related to AFORE trust structures and pension fund vehicles. This position will oversee the end-to-end administration of AFORE mandates, ensuring compliance with regulatory obligations while delivering accurate, transparent, and timely reporting to both clients and regulators. The role will also be responsible for treasury management, tax services, payroll, and labor matters related to these structures, as well as coordination with Apex's global service teams. You will bring extensive experience in pension fund structures, trusts, or related fund administration, ideally with exposure to CERPIs, CKDs, or other Mexican institutional investment vehicles. Proven leadership experience and a strong knowledge of Mexican regulatory frameworks (CNBV, BMV / BIVA, CONSAR) will be critical.

Responsibilities

• Manage the trust of AFORES to ensure compliance with investment obligations.
• Coordinate investment subscription processes, capital disbursements, and cash flow operations.
• Oversee treasury management and liquidity planning for AFORE vehicles.
• Monitor investment performance, ensuring timely portfolio / fund accounting, NAV calculations, and financial reporting.
• Facilitate audits and ad‑hoc reporting requests to ensure transparency with clients and stakeholders.
• Ensure accurate regulatory reporting and disclosures to CNBV, BMV / BIVA, and CONSAR.
• Support and execute AFORES instructions, including the coordination of committees and assemblies.
• Supervise tax structuring and delivery of well‑structured tax services.
• Oversee payroll and labor matters connected to trust and fund operations.
• Act as a primary point of escalation for AFORE‑related client issues.
• Foster a culture of compliance, accuracy, and continuous improvement within the AFORES service team.

Qualifications, Skills and Experience

• University degree in Accounting, Finance, Economics, Business Administration, or a related field.
• Professional accounting or finance designation strongly preferred (CPA, CMA, CA, ACCA, etc.).
• 10+ years of experience in fund administration, trust management, or pension fund services, with at least 5 years in a leadership role.
• Strong understanding of Mexican pension fund structures (AFORES, CERPIs, CKDs) and applicable regulations.
• Proven track record in portfolio / fund accounting, NAV calculations, and treasury operations.
• Knowledge of IFRS, Mexican GAAP, and tax frameworks.
• Experience managing client relationships and working with regulators (CNBV, CONSAR, BMV / BIVA).
• Highly organized with strong analytical skills and acute attention to detail.
• Proficiency in Microsoft Office Suite, particularly Excel; experience with fund administration platforms a plus.
• Strong communication and interpersonal skills, with fluency in both Spanish and English.
• Ability to manage multiple priorities under tight deadlines.

Benefits

• A unique opportunity to lead Apex's growing AFORES service line in Mexico.
• Exposure to cross‑border business operations and global senior management.
• A chance to shape Apex's market presence in Mexico's pension and institutional investment ecosystem.
• Career development in a global financial services provider with significant opportunities for growth.

About Apex

The Apex Group is a global financial services provider with 13,000 staff across 40+ offices worldwide. We look to recruit bright, articulate and numerate personnel who unafraid of a challenge and are prepared to work hard and love what they do. We provide an internal training and evaluation program that will ensure you are equipped with the right experience and qualities to work with Apex's clients. Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism, Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take either short‑term or permanent relocation options. We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have five (5) days in office requirement.

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, 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.

Disclaimers

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. Kindly submit English CV upon application.