Manager, Investor Services / Transfer Agency

Apex Group; A distancia; MXN 1,257,000 - 1,617,000; Jornada completa

Descripción de la vacante

A leading financial services provider is seeking a Manager for their Investor Services / Transfer Agency team in Mexico. This role involves leading operations to meet client deliverables, ensuring adherence to regulatory standards, and driving team development. Candidates should have over five years of relevant experience and strong leadership skills, along with an in-depth knowledge of fund administration and compliance standards. The position offers a full-time remote working option.

Formación

• Five+ years of experience managing Investor Services/Client Servicing teams.
• Detailed knowledge of Investor Services systems.
• Strong understanding of fund legal structures and administration.

Responsabilidades

• Lead the Investor Services/Transfer Agency team.
• Monitor operational risk and enhance risk frameworks.
• Manage outsourcing for funds contracted from other jurisdictions.
• Build and develop the operations team.

Conocimientos

Leadership

Knowledge of Investor Services systems

Anti-Money Laundering/Know Your Customer knowledge

Project management

Communication skills

Organizational skills

Adaptability

Interpersonal skills

Descripción del empleo

Manager, Investor Services / Transfer Agency (Remote: Online, Locations: Mexico City, Full time, posted Today)

The Apex Group is one of the world’s largest fund administration and middle‑office solutions providers, delivering cross‑jurisdictional services from a global network of 112 offices and over 13,000 employees. With an unprecedented growth journey, we champion innovation, diversity and a dynamic, client‑first culture.

Role Summary

The Manager will lead the Investor Services / Transfer Agency team, ensuring day‑to‑day operations meet client deliverables in a timely and accurate manner. Reporting to the Vice President, Head of Transfer Agency in North America, the role requires strict adherence to internal procedures and regulatory AML requirements.

Key Responsibilities

• Review and update controls and procedures across Fund Services periodically.
• Identify and implement process improvements and system enhancements within the Transfer Agency Department.
• Monitor operational risk across the Business and support the enhancement of the existing risk framework.
• Perform operational risk scenario modelling and analysis.
• Build, train, and develop the current team.
• Keep the operations team current on all regulatory and internal risk updates, ensuring necessary knowledge and systems are in place.
• Manage oversight of outsourcing for funds contracted from other jurisdictions and enhance KRI metrics.
• Maintain international client relationships and interact with hedge fund principals and their investors.
• Review, understand, and discuss fund governing documents with staff and clients.
• Handle all aspects of operations and controls—processing subscriptions, redemptions, transfers, and switches.
• Ensure transfer agency procedures and policies align with local and global regulations.
• Enforce adherence to the Apex Fund Services group policies.
• Respond to investor and audit‑related enquiries.
• Deliver all regulatory reporting (onshore and offshore) within required timeframes.
• Provide periodic reports and feedback to senior management.
• Participate in presentations for business opportunities for new and existing clients.
• Lead change management and ad‑hoc project management as required.
• Advance the development of new and existing global client relationships, optimizing service offerings, productivity and profitability.

What You Bring

• Five+ years of proven experience managing Investor Services / Client Servicing teams.
• Detailed knowledge of Investor Services systems.
• Up‑to‑date knowledge of Anti‑Money Laundering / Know Your Customer.
• Up‑to‑date knowledge of FATCA.
• Strong understanding of fund legal structures and the fund administration business.
• Strong leadership skills with demonstrated ability to drive change.
• Strong risk and control focus.
• Demonstrated ability to manage complex projects.
• Strong planning, organizational, and entrepreneurial skills.
• Knowledge of accounting, finance and investment concepts.
• Excellent verbal and written communication and problem‑solving skills.
• Ability to work with all levels within the organization.
• Strong multi‑tasking skills.
• Adaptability to changing priorities and varied decision‑making scenarios.
• A proactive approach to tight deadlines.
• Good interpersonal skills for developing relationships with colleagues, clients, other divisions, offices, and professional intermediaries.

Disclaimer

Kindly submit your English CV upon applying. 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 will engage exclusive recruitment partners when agency assistance is required.

About Apex Group

Established in Bermuda, the Group continuously disrupts the asset‑serving industry through investment in innovation and talent. We lead the new era of data‑ and tech‑enabled service, offering a single‑source solution and a unified cross‑asset‑class platform that supports the entire value chain. Dedicated to driving positive change in financial services, we empower investors, allocators, institutions, and family offices worldwide.

We pride ourselves on fostering an inclusive culture—five days in office are required for all positions.