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
Lead – Trade Automation, Fund Solutions (VP Level)
Location: Pune/Bangalore
Experience: 12+ years
Department: Fund Solutions Technology
Employment Type: Full-time
We are seeking a visionary and technically adept leader to head our Trade Automation initiatives. This VP-level role will be responsible for driving strategic automation projects across trade processing and reconciliation functions, integrating client trade data, and enhancing operational efficiency through cutting-edge technology solutions. The ideal candidate will possess deep domain expertise in fund administration, strong technical acumen, and a proven track record of leading cross-functional teams in a dynamic, global environment.
Key Responsibilities
Strategic Leadership & Delivery
- Lead the design, development, and deployment of trade automation solutions across fund services.
- Define and execute the automation roadmap aligned with business goals and regulatory requirements.
- Champion process optimization and digital transformation initiatives across trade workflows.
Client Integration & Technical Oversight
- Oversee integration of client trade files into internal systems, ensuring robust, scalable, and secure solutions.
- Collaborate with client service managers, product teams, and external vendors to gather requirements and deliver tailored automation strategies.
- Ensure high-quality delivery of ETL processes, data mapping, and exception handling.
Operational Excellence & Risk Management
- Ensure trade transactions are processed accurately and timely, adhering to SLAs and compliance standards.
- Monitor and troubleshoot automation workflows, proactively resolving issues and minimizing operational risk.
- Maintain comprehensive documentation for all automated processes to support audit readiness and transparency.
Team Management & Collaboration
- Mentor and lead a team of analysts and specialists across trade automation and reconciliation domains.
- Foster a collaborative, high-performance culture focused on innovation and continuous improvement.
- Partner with global stakeholders to align technology initiatives with business priorities.
Essential Skills & Qualifications
- Advanced proficiency in SQL, VBA, MS Access, and Excel.
- Hands-on experience with ETL tools and data mapping.
- Familiarity with Advent Geneva, Paxus, and market data providers (Bloomberg, Refinitiv).
- Strong understanding of financial instruments including listed, unlisted, OTCs, derivatives, and private equity.
Domain Knowledge
- Deep expertise in Fund Administration, Trade Processing, and Capital Markets.
- Experience in managing large-scale automation projects and system migrations.
Leadership & Communication
- Proven ability to lead cross-functional teams and manage stakeholder relationships globally.
- Strong analytical, problem-solving, and presentation skills.
- Excellent verbal and written communication skills.
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.
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.
Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and 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.
As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
