AVP, Open-Ended TA Integration: Fund Onboarding Lead

Apex Group Ltd (UK Branch); Reston (VA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Apex Group seeks an experienced AVP for Open-Ended TA Integration to support investor onboarding and migration across global teams. The role emphasizes AML/KYC, FATCA/CRS, and regulatory alignment within a multi-jurisdictional fund administration environment.

You will collaborate with Client Service Managers and Onboarding Teams to ensure accurate setup, data migration, and SLA adherence while handling complex tax forms and client inquiries.

Qualifications

• Experience in hedge fund administration and investor onboarding.
• Knowledge of AML/KYC, FATCA/CRS and investor migrations.
• Strong communication with clients and internal stakeholders.
• Familiarity with screening tools and regulatory guidance.
• Ability to review US tax forms (W-9, W-8) and FATCA/CRS classification.

Responsibilities

• Onboard and migrate investors to Apex systems and platforms.
• Perform quality reviews for entities including corporates and funds.
• Ensure AML/KYC compliance and FATCA/CRS reporting accuracy.
• Coordinate with global teams to meet project SLAs.
• Prepare contract notes and NAV-related templates; support audits.

Skills

Investment mgmt

Hedge fund admin

AML & KYC

FATCA/CRS

Excel skills

Communication

Project management

US tax forms

Education

B.Com/MBA - Finance

Tools

Paxus

Geneva

Investone

Nexus

Job description

Apex Group seeks an experienced AVP for Open-Ended TA Integration to support investor onboarding and migration across global teams. The role emphasizes AML/KYC, FATCA/CRS, and regulatory alignment within a multi-jurisdictional fund administration environment.

You will collaborate with Client Service Managers and Onboarding Teams to ensure accurate setup, data migration, and SLA adherence while handling complex tax forms and client inquiries.