464 Microsoft Applications Jobs - Page 6

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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 Transfer Agency FATCA- CRS TEAM Role Title- Senior Associate To provide consistently a high level of operational tax support to the firm and its clients in administering jurisdictional tax laws of the countries within which Apex operates. You will be responsible for processing and recording of all Common Reporting Standard (CRS) and FATCA Tax documentation. You will help assess the client data and documents to identify the potentially reportable clients across jurisdictions and will liaise with clients or relationship managers to update the reportable details from time to time, before submitting the final reports to the regulatory portals. Key duties and responsibilities Act as a tax / information reporting specialist to execute the FATCA, CRS advisory systems Execute the tax information reporting processes to products issued by business Migration of work into our centralized hub Develop "Go To" processes and implement appropriate procedures to ensure compliance with Information Reporting & FATCA requirements Be change agent and assist changing the processes or developing the new ones Participate in Robotic Process Automation initiatives IRS Tax form for FATCA and CRS self certification validation covering FATCA CRS reporting. Identify and participate in process reengineering & redesign to achieve better controls, compliance and efficiency Support audits with IRS and Internal Audit, special audits Support Technology projects from a technical tax perspective Review, validate and process IRS forms and self certification form along with related documentation according to IRS and FATCA regulations Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas. Qualification and Experience Prior FATCA CRS/ Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience Skills Required Working knowledge of FATCA & CRS and the regulated regulations. Understanding and review of US tax forms i.e., W9, W8-BEN, W8-IMY, W8-BEN-E, Chapter 3 status, With holding statements etc along with self cert forms (CRS) Work in co-ordination with other team members to ensure effective delivery for all services offered to internal and external clients Ability to understand XML schema to be able to prepare and review reports before submission To understand and adapt to changes, ensure that processes and procedures are continually updated to reflect changes in FATCA/CRS regulatory compliance requirements Should be familiar with FATCA CRS XML upload procedures Well versed with Microsoft applications. Expert excel and presentation skills is an added advantage. Good written and verbal communication skills Desired to be challenged and learn Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Career with Apex A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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 Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Specialist/Supervisor The Transfer Agency Department provides Fund Administration Services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Discuss recently released guidance or changes in common approach during team meetings. Individual/You should have a working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be able to perform quality reviews for all entity types. i.e. Corporates, foundation/ Charities, institutional Investors, designated bodies etc., based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be accountable for BAU, Remediations and Periodic review service delivery of Investor KYC ensuring service level agreements are met. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Mentor and ensure smooth induction of new hires in the process. Participate in team discussions to provide feedback and recommendations in order to improve quality performance of the associates and senior associates on a regular basis. Reach the quality and production target. Report/escalate any quality, production, and system-related issues. Work extensively with various teams across global locations to fulfill an entitys KYC requirements as mandated by compliance and regulatory standards. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. A positive attitude and team spirit is a must. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 10-12 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 10-12 years of relevant experience DisclaimerUnsolicited 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.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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 Private Equity Dealing - Profile Overview: Role Title - Senior Associate Role will include the administration of any services pursuant to Administration Agreements in respect of portfolio of Private Equity Funds . Main Responsibilities: Should act as a Subject matter expert of the underlying PE dealing process imparting training if needed, command on key areas of the process and taking lead in transitions and migrations if needed Being an SME should be capable enough to find out the root cause of errors and provide solutions accordingly Should able to involve in reviewing aspects of different sub activities aligned to PE dealing Acting as a primary contact for day-to-day contact with clients and other fund participants and able to establish a rapport with Local office managers Good understanding of Fund Setup, Investor Setup, Company Setup, Contacts and circulation list updates over investor portal Investigation of Investors Subscription & redemption documents Should have expertise and understanding over linking, updating and deleting of investors, contacts, address and bank wire details to the funds over investor portal Should have fair understanding of reading invoices and processing payments through payment platforms Initiating and maintaining tracker for Capital Call transactions Performing Mail Merge activity to send Financial Notices / Statements to the Investors Performing activities related to Capital Call notices, PCAPs, Distribution letters & K1s Ensure adherence to the Legal and Compliance teams while reviewing the wire instructions Expected to work Closely with Onshore counterpart on individual Funds aligned Must have hands-on on any of Investor based /fund based applications Reviewing and processing of Management / Performance fees and incentive fees Need to have the basic understanding of Excel and the formulas like V-lookup, H-lookup match, index and IF functions etc Education: MBA, M.Com and B.Com Desired Qualifications: Working knowledge of Investor based /fund based applications (or other Private Equity system) Private equity / Real estate fund administration experience Minimum 5-10 years of experience in Private equity / Real estate fund Experience in reviewing of Subscription documents and other financial statements Excellent communication skills and expert in English (verbal and written) A good team player who is able to manage individual responsibilities with less supervision Sound knowledge of Microsoft Applications (Excel, Word) Self-motivated and diligent individual who is driven to meet deadline DisclaimerUnsolicited 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.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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 Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Associate/Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision is made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page . If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salarys expectations) to our dedicated email address-rajput.tushar@apexgroup.com

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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 Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 2-15 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 5-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision is made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page. If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salarys expectations) to our dedicated email address.(neha.j-pandey@apexgroup.com)

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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 Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to review AML/KYC documents for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Experts in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-5 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, persistence and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired 1-5 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page. If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salarys expectations) to our dedicated email address.(neha.j-pandey@apexgroup.com)

The Apex Group was established in Bermuda in 2003 and is now one of the worlds 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. Thats 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 well 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 Transfer Agency Trade Processing Team Business- AML/KYC Role Title-Senior Operations Manager The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment Key duties and responsibilities Individual/You should be able to review AML/KYC documents for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expert excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Provide excellent client service Positive attitude and team spirit is a must. Keeping senior management appraised of operational issues in a timely manner. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required Bachelors degree in commerce is desired 15+ years of relevant experience Candidates with strong experience in managing clients and escalations Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship build Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding Attention to detail and ability to work on multiple tasks Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required Bachelors degree in commerce is desired Career with Apex A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

locationsPune - Eastposted onPosted Today time left to applyEnd DateMay 31, 2025 (13 hours left to apply) job requisition idJR-0010861 Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Associate/Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. DisclaimerUnsolicited 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.

locationsPune - Eastposted onPosted Today time left to applyEnd DateMay 31, 2025 (13 hours left to apply) job requisition idJR-0013009 Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Associate/Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Website address https://theapexgroup.com DisclaimerUnsolicited 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.

remote typeOnsite locationsMumbai, Turbhe MiDC RoadPune - West time typeFull time posted onPosted 30+ Days Ago job requisition idJR-0009294 Discuss recently released guidance or changes in common approach during team meetings. Individual/You should have a working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be able to perform quality reviews for all entity types. i.e. Corporates, foundation/ Charities, institutional Investors, designated bodies etc., based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be accountable for BAU, Remediations and Periodic review service delivery of Investor KYC ensuring service level agreements are met. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Mentor and ensure smooth induction of new hires in the process. Participate in team discussions to provide feedback and recommendations in order to improve quality performance of the associates and senior associates on a regular basis. Reach the quality and production target. Report/escalate any quality, production, and system-related issues. Work extensively with various teams across global locations to fulfill an entitys KYC requirements as mandated by compliance and regulatory standards. Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Specialist/Supervisor The Transfer Agency Department provides Fund Administration Services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. A positive attitude and team spirit is a must. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 10-12 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 10-12 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. DisclaimerUnsolicited 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.

locationsPune - East time typeFull time posted onPosted 4 Days Ago job requisition idJR-0011290 Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 5 -10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. DisclaimerUnsolicited 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.

remote typeOnsite locationsPune - EastPune - West time typeFull time posted onPosted 4 Days Ago time left to applyEnd DateMay 17, 2025 (11 days left to apply) job requisition idJR-0009304 Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 2-15 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 5-10 years of relevant experience DisclaimerUnsolicited 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.

locationsMumbai, Turbhe MiDC Road time typeFull time posted onPosted 7 Days Ago job requisition idJR-0010324Transfer Agency Trade Processing Team Business- AML/KYCRole Title- Specialist/Supervisor The Transfer Agency Department provides Fund Administration Services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML andRegistration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions.This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should beflexible enough to work in 24*7 environment. Key duties and responsibilities Discuss recently released guidance or changes in common approach during team meetings. Individual/You should have a working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be able to perform quality reviews for all entity types. i.e. Corporates, foundation/ Charities, institutional Investors, designated bodies etc., based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be accountable for BAU, Remediations and Periodic review service delivery of Investor KYC ensuring service level agreements are met. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Mentor and ensure smooth induction of new hires in the process. Participate in team discussions to provide feedback and recommendations in order to improve quality performance of the associates and senior associates on a regular basis. Reach the quality and production target. Report/escalate any quality, production, and system-related issues. Work extensively with various teams across global locations to fulfill an entitys KYC requirements as mandated by compliance and regulatory standards. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. A positive attitude and team spirit is a must. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 10-12 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 10-12 years of relevant experience DisclaimerUnsolicited 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.

locationsPune - East time typeFull time posted onPosted 30+ Days Ago job requisition idJR-0007159 Transfer Agency FATCA- CRS TEAM Role Title- Senior Associate To provide consistently a high level of operational tax support to the firm and its clients in administering jurisdictional tax laws of the countries within which Apex operates. You will be responsible for processing and recording of all Common Reporting Standard (CRS) and FATCA Tax documentation. You will help assess the client data and documents to identify the potentially reportable clients across jurisdictions and will liaise with clients or relationship managers to update the reportable details from time to time, before submitting the final reports to the regulatory portals. Key duties and responsibilities Act as a tax / information reporting specialist to execute the FATCA, CRS advisory systems Execute the tax information reporting processes to products issued by business Migration of work into our centralized hub Develop "Go To" processes and implement appropriate procedures to ensure compliance with Information Reporting & FATCA requirements Be change agent and assist changing the processes or developing the new ones Participate in Robotic Process Automation initiatives IRS Tax form for FATCA and CRS self certification validation covering FATCA CRS reporting. Identify and participate in process reengineering & redesign to achieve better controls, compliance and efficiency Support audits with IRS and Internal Audit, special audits Support Technology projects from a technical tax perspective Review, validate and process IRS forms and self certification form along with related documentation according to IRS and FATCA regulations Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas. Qualification and Experience Prior FATCA CRS/ Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience Skills Required Working knowledge of FATCA & CRS and the regulated regulations. Understanding and review of US tax forms i.e., W9, W8-BEN, W8-IMY, W8-BEN-E, Chapter 3 status, With holding statements etc along with self cert forms (CRS) Work in co-ordination with other team members to ensure effective delivery for all services offered to internal and external clients Ability to understand XML schema to be able to prepare and review reports before submission To understand and adapt to changes, ensure that processes and procedures are continually updated to reflect changes in FATCA/CRS regulatory compliance requirements Should be familiar with FATCA CRS XML upload procedures Well versed with Microsoft applications. Expert excel and presentation skills is an added advantage. Good written and verbal communication skills Desired to be challenged and learn Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Career with Apex A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

locationsPune - East time typeFull time posted onPosted 30+ Days Ago job requisition idJR-0006213Transfer Agency Trade Processing Team Business- AML/KYCRole Title- Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions.This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 2-15 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 5-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision is made on the basis of skills, qualifications and experiences.We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR .If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salarys expectations) to our dedicated email address.(neha.j-pandey@apexgroup.com)

locationsPune - East time typeFull time posted onPosted 30+ Days Ago job requisition idJR-0004800Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Associate/Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision is made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page . If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salarys expectations) to our dedicated email address-rajput.tushar@apexgroup.com

Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelor Degree in Accounting, Finance or ACCA equivalent or studying for a professional accounting qualification (i.e. CA, CPA or equivalent. Minimum of 3 4 years experience in accounting for the financial services sector, particularly Private Equity, Asset Management or Fund Administration. Knowledge of IFRS and / or USGAAP Experienced in reviewing and preparing general ledger and financial statements. Established knowledge in relation to accounting and consolidations under IFRS. Strong operations experience with focus on processes and controls Excellent communication skills and proficiency in English (both verbal and written). Motivated, bright and diligent individual who is driven to meet deadlines. A team player who is able to manage individual responsibilities. Sound judgment, problem solving and analytical skills. Proficient with Microsoft Applications (Excel, Word, PowerPoint etc.). User experience with enterprise accounting system(s). Experience in Limited Partnership accounting Private equity/real estate fund administration experience Your Role: Maintaining books and records; including Maintain and control the general ledger and various sub - ledgers Prepare financial statements, footnotes and partner capital statements Prepare trial balances and work paper product Process standard and complex bookkeeping entries Involved within a full scope of transaction activities including full cycle accounting Prepare financial data analysis Participate in the implementation of fund structures into the accounting system Calculating carried interest/performance/incentive fees; Processing payments and other transactions; Acting as a day-to-day contact with on-shore stakeholders; Participating in projects that may be defined from time to time in connection with the continuing expansion and evolution of the business; Identifying and escalating any material issues effecting service delivery to the Supervisor; Any other functions required as part of the business of the Company, and reporting to the Supervisor

Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelor Degree in Accounting, Finance or ACCA equivalent or studying for a professional accounting qualification (i.e. CA, CPA or equivalent. Minimum of 3 4 years experience in accounting for the financial services sector, particularly Private Equity, Asset Management or Fund Administration. Knowledge of IFRS and / or USGAAP Experienced in reviewing and preparing general ledger and financial statements. Established knowledge in relation to accounting and consolidations under IFRS. Strong operations experience with focus on processes and controls Excellent communication skills and proficiency in English (both verbal and written). Motivated, bright and diligent individual who is driven to meet deadlines. A team player who is able to manage individual responsibilities. Sound judgment, problem solving and analytical skills. Proficient with Microsoft Applications (Excel, Word, PowerPoint etc.). User experience with enterprise accounting system(s). Experience in Limited Partnership accounting Private equity/real estate fund administration experience Your Role: Maintaining books and records; including Maintain and control the general ledger and various sub - ledgers Prepare financial statements, footnotes and partner capital statements Prepare trial balances and work paper product Process standard and complex bookkeeping entries Involved within a full scope of transaction activities including full cycle accounting Prepare financial data analysis Participate in the implementation of fund structures into the accounting system Calculating carried interest/performance/incentive fees; Processing payments and other transactions; Acting as a day-to-day contact with on-shore stakeholders; Participating in projects that may be defined from time to time in connection with the continuing expansion and evolution of the business; Identifying and escalating any material issues effecting service delivery to the Supervisor; Any other functions required as part of the business of the Company, and reporting to the Supervisor

Whitby Wood Pritamdasani is looking for an exceptional, self-motivated structural BIM Modeller for our Mumbai office. We need a team player with a flexible outlook who is able to work independently with minimum supervision in a work environment where deadline change frequently, but still need to be met Are you willing to widen your experience, knowledge base and leadership skills Key responsibilities and tasks To lead the project automation process, supported by the Digital Lead Revit model start-up, creation and editing, plus creating project drawing lists BIM 360 Revit model publish/share/consume process Lead project Revit/Navis/BIMTrack review meetings, deliver quality reviews, issue final packages Make architectural model comparisons, highlighting differences Liaison with regional BIM teams, and co-ordinate with project managers and engineers to meet required deliverables Mentoring juniors, helping improve the skills of BIM team members Responsible for technical accuracy, correctness and timely delivery Resource planning The ideal candidate digits and skills Diploma in civil engineering or ITI Trained Professional Minimum 4-6 years experience, ideally on major India, UK and Middle East projects Strong knowledge of Revit essential, including Revit Family Creation and Revit Production Robust knowledge of the structural design of buildings, and experience in multidisciplinary co-ordination Experience in the preparation of GA drawings, and project delivery from concept to IFC stage for large projects Knowledge of 3D modelling for concrete and steel structures Working capabilities with software such as Microsoft applications

About Us At apexanalytix, were lifelong innovators! Since the date of our founding nearly four decades ago weve been consistently growing, profitable, and delivering the best procure-to-pay solutions to the world. Were the perfect balance of established company and start-up. You will find a unique home here. And youll recognize the names of our clients. Most of them are on The Global 2000. They trust us to give them the latest in controls, audit and analytics software every day. Industry analysts consistently rank us as a top supplier management solution, and youll be helping build that reputation. Read more about apexanalytix - https://www.apexanalytix.com/about/ Job Details Quick Take - The Supplier Relations Specialist is responsible for calling to obtain accounts receivable statements from our client&aposs suppliers that reflects up-to-date account transactions. The Supplier Relations Specialist plays a vital role in communication with our clients suppliers including real-time updates to vendor contact database, building rapport with our clients suppliers, and support business processes to capture outstanding transactions not yet processed by our client. The Work - Calling suppliers to obtain accounts receivable statements. Successfully contacting assigned suppliers using Auto-dialer technology. Maintain phone etiquette standards; adherence to professional communication during inbound/outbound phone calls and emails with each supplier. Validate existing supplier contacts and source new supplier contacts via phone. Real-time updates to vendor contact database (expansion of supplier contacts). Locate new phone numbers and emails to reach suppliers with missing contact information; alternative research through internal/external resources. Utilization of automated (dialer) phone campaigns to call suppliers. Weekly follow-up with suppliers until actual statement response received. Completion of assigned projects ahead of established deadlines. Achievement of Metric Targets assigned Daily, Weekly and Monthly: Individual targets: (1) call connects (2) exports (3) recoveries Targets established the first of each month by upper management; sent by Manager to team. Maintaining communication history for suppliers through proprietary database. Independent, Time Management, Reliability, and Conflict Resolution: Works efficiently and independently. Capability to focus on assigned tasks, and complete ahead of time. Asks questions and notifies management team of potential concerns before they occur. Dependable and proactively handles supplier inquiries and sharing feedback with the appropriate parties for resolution. The Must-Haves - Knowledge Components Microsoft applications Fundamental knowledge of various office procedures. Experience (Years And Types) Two (2) years of customer service, accounting/business related experience. Experience contacting suppliers/customers by email, and phone Education Levels/Credentials (Degree types and Emphasis): An Associates degree in accounting, business administration, or equivalent; bachelors degree is preferred. Relevant experience may be considered in lieu of education. Skills and Abilities and Other Characteristics: Adept at prioritizing duties in a fast-paced environment Strong attention to detail Excellent teaming skills with the ability to work productively in a team setting Demonstrated ability to read and comprehend various account statements Outstanding verbal and written communication skills for communicating with internal and external customers Proficiency in the use of Internet and MS Office (Excel, Word, Outlook) software applications Over the years, weve discovered that the most effective and successful associates at apexanalytix are people who have a specific combination of values, skills, and behaviors that we call The apex Way. Read more about The apex Way - https://www.apexanalytix.com/careers/ Benefits At apexanalytix we know that our associates are the reason behind our successes. We truly value you as an associate and part of our professional family. Our goal is to offer the very best benefits possible to you and your loved ones. When it comes to benefits, whether for yourself or your family the most important aspect is choice. And we get that. apexanalytix offers competitive benefits for the countries that we serve, in addition to our BeWell@apex initiative that encourages employees growth in six key wellness areas: Emotional, Physical, Community, Financial, Social, and Intelligence. With resources such as a strong Mentor Program, Internal Training Portal, plus Education, Tuition, and Certification Assistance, we provide tools for our associates to grow and develop. Show more Show less

UKG is seeking a dynamic, strategic, and people-focused leader to build and manage a newly formed support team in India. This individual will play a pivotal role in enabling seamless global operations by providing dedicated support to both the US Support team and local India-based sales teams. The Global Field Operations Manager (FOM) will serve as the key liaison between India operations and global stakeholders, ensuring timely and accurate delivery of operational support functions including RMA processing, hardware support, Net ARR validation, and case management. The ideal candidate will be skilled in building and developing high-performing teams, adept at navigating cross-cultural business landscapes, and committed to operational excellence and customer satisfaction. Job Responsibilities include: Hire, train, and manage a startup operations team based in India focused on providing global support. Mentor and develop team members to meet performance and development objectives. Foster a culture of accountability, engagement, and continuous improvement. Work as a strategic business partner with the Sales Leadership teams, Contracts, Rev Rec, Legal, Order Management, and Credit Develop Annual Performance Goals Ensure the team is versed and trained in all processes pertaining to the preparation and execution of customer-facing documentation Generate and maintain reports to support business requirements Lead by example to align with UKG Values and Behaviors Plan strategically for deadlines, workloads, and leaves to ensure coverage needs meet business requirements Have a working knowledge of product suites and software programs to support the Sales organization Required to support the Month and Quarter End business Maintain a high level of engagement and agility for the organization's ever-changing dynamics and seek to understand how it impacts the business, thereby, the job itself Qualifications: Associate Degree or five (5) years of relevant leadership experience Positively embrace and navigate change with an open mind and willingness to adapt Innovative thinker willing to challenge the status quo and driven to make a difference Ability to build strategic relationships with all levels of the organization Technical aptitude and experience with Oracle, Salesforce, and Microsoft applications preferred Excellent written and verbal communication skills Strong attention to detail and analytical thinking High self-motivation, responsibility, and flexibility to achieve results Organized and able to multi-task in a fast-paced and demanding environment Limited travel required

Role Overview: The Functional Consultant's primary responsibility will be to understand business requirements, translate them into functional specifications, and oversee the successful implementation of the T24/Transact banking solution. This role demands close collaboration with regional clients, stakeholders, and the development team to ensure that the solution meets business needs and aligns with strategic goals. This position may require short-term travel to client locations depending on business needs. Key Responsibilities: 1. Requirement Gathering: Conduct workshops and interviews with business users to gather and document business requirements. Analyze and validate requirements to ensure their completeness and consistency. Participate in the requirements phase, working with business users to obtain necessary information. 2. Solution Design: Develop functional specifications, use cases, and process flows derived from the gathered requirements. Collaborate with the technical team to design solutions that meet business needs. Ensure that proposed solutions align with T24/Transact capabilities and industry best practices. Create functional specification documents in either User Stories or Use Case format. Identify potential gaps in requirements and engage with relevant stakeholders to address them. 3. Implementation: Provide functional expertise in T24/Transact during the implementation phase. Assist in the configuration and customization of T24 to meet business requirements. Carry out functional testing and support user acceptance testing (UAT). Review test cases developed by the QA team and conduct functional or unit testing of the applications. 4. Stakeholder Management: Act as the main point of contact between business users and the technical team. Facilitate communication to keep all stakeholders informed about project developments and any changes to requirements. 5. Documentation and Training: Prepare detailed documentation that encompasses requirement specifications, functional specifications, and user manuals in accordance with the TIM (Temenos Implementation Methodology). Conduct training sessions for end-users and provide post-implementation support. 6. Support: Investigate and address issues that arise during both the implementation and post-implementation phases. Provide proactive solutions to reduce risks and guarantee project success. Assess changes proposed by the business team and perform any necessary impact analysis. Qualifications: Bachelor's degree or MBA in Business, Banking, or a related field. Technical Experience: Proven experience in implementing Temenos T24/Transact core banking modules across various global locations. In-depth knowledge of the Temenos Payments suite, including Transact modules such as payment order, payment hub, repair engine, funds transfer, standing order, etc. A solid understanding of banking operations and regulatory requirements is essential. Preferably certified in T24/Transact and TPH product modules. Prior experience with Agile methodologies and project management tools is desirable. Familiarity with tools like JIRA for risk analysis, change request logging, and conflict resolution is advantageous. Proficiency in Microsoft applications such as MS Word, Excel, and PowerPoint is a plus. Requirements Banking domain

Hirings for Premium INTERNATIONAL Technical Support MICROSOFT 365 12th or grads only experienced can apply, salary upto 6LPA US shift IMMEDIATE HIRING For more details call HR Kabishka:8951184961--Shilpa-9513335268 send ur resume hr@izeemanpower.com

Product Marketing Manager About the team: Primarily responsible for ensuring the product''s operational readiness, efficiency, and alignment with regional market needs by overseeing lifecycle processes, coordinating cross-functional initiatives, and acting as a vital link between product teams and business stakeholders. This role will drive product adoption, optimize feature rollout processes, and advocate for India-specific requirements to influence the product roadmap and enhance the customer experience. What you can look forward to as Product Marketing: Development and execution of product and marketing strategies as part of annual strategic planning, Identification of customer needs and market trends. Development of new product initiatives and identifying of new business opportunities Ensuring alignment of marketing and product development process, participation in development projects & development of value propositions and price positioning Creation of marketing communication concepts, catalog creation & managing profitable product portfolio pipeline Shared responsibility for sales and margin (together with sales teams). Your profile as Product Marketing: Degree in engineering or business administration education, with focus on sales and marketing. (Candidate with AFTER MARKET experience only preferred) 6 to 12 years of experience in product management or strategic marketing management Knowledge about product life-cycle management in Automotive/commercial vehicle industry Experience in automotive workshop business development, service business will be an asset, Strategic thinking, Good communication skills Creativity, result driven and financial skills, willingness to travel Knowledge of IT tools like SAP, Microsoft applications, Tableau/Power BI and PLM.

Overview Bahwan Cybertek Group is seeking a highly skilled individual for the position of Transact AA Retail Accounts - CMB Functional. In this role, you will be responsible for managing and overseeing retail account transactions for the company's Cash Management and Banking services, ensuring the highest level of service and operational efficiency. Key Responsibilities Manage daily operations of retail account transactions, ensuring compliance with company policies and regulatory requirements. Collaborate with various internal teams to streamline processes related to cash management and banking services. Analyze transaction data to identify trends, issues, and opportunities for improvement, and report findings to senior management. Provide training and support to junior team members regarding retail account procedures and best practices. Act as a point of contact for client inquiries and issues, ensuring timely and effective resolutions. Develop and maintain relationships with banking partners, ensuring seamless transaction processing and service delivery. Monitor and enforce adherence to operational processes and controls to mitigate risks and enhance customer satisfaction. Prepare and present regular performance reports to stakeholders to track operational efficiency and account activity. Requirements Key Responsibilities: 1. Requirement Gathering: Facilitate workshops and conduct interviews with business users to collect and document business requirements. Evaluate and verify requirements for completeness and consistency. Engage in the requirements phase and work closely with business users to gather their needs. 2. Solution Design: Create functional specifications, use cases, and process flows derived from the collected requirements. Collaborate with the technical team to devise solutions that fulfill business objectives. Ensure that proposed solutions are in alignment with T24/Transact capabilities and industry best practices. Draft documents outlining functional specifications (in User Stories or Use Case format). Identify any potential deficiencies in the requirements and communicate with relevant stakeholders to address them. 3. Implementation: Provide functional expertise in T24/Transact during the implementation stage. Assist in the configuration and customization of T24 to fulfill business needs. Conduct functional testing and support user acceptance testing (UAT). Review test cases developed by the QA team and carry out functional or unit testing of the applications. 4. Stakeholder Management: Serve as the main liaison between business users and the technical team. Facilitate communication to ensure all stakeholders are kept updated on project progress and any changes to the requirements. 5. Documentation and Training: Prepare comprehensive documentation that includes requirement specifications, functional specifications, and user manuals following TIM (Temenos Implementation Methodology). Conduct training sessions for end-users and provide support after implementation. 6. Support: Investigate and resolve issues that arise during both the implementation and post-implementation stages. Offer proactive solutions to mitigate risks and ensure the success of the project. Assess changes suggested by the business team and conduct necessary impact analysis. Qualifications: Bachelor's degree or MBA in Business, Banking, or a related discipline. Technical experience: Experienced in implementing Temenos T24/Transact core banking modules at an international level. Strong expertise in key Transact modules such as AA Account, AA Lending, AA Deposits, Customer, Limits, Collateral, and Static tables is required. In-depth understanding of banking operations and regulatory requirements is essential. Preferably holds T24/Transact product certification on relevant modules. Previous experience with Agile methodologies and project management tools is advantageous. Proficiency in tools like JIRA (for risk analysis, change request logging, and conflict management) is preferred. Familiarity with Microsoft applications such as MS Word, Excel, and PowerPoint is desirable.