The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Job Title: Head of Fund Integration – Transfer Agency (MEAM)
Location: Bangalore / Pune / Mumbai – India
Experience Required: 15+ years
Employment Type: Full-time
As Head of Fund Integration for the MEAM region, you will lead the onboarding and integration of fund clients across diverse jurisdictions, overseeing investor setup, data migration, and operational readiness within the Transfer Agency function. You’ll be the regional face of integration—bridging client expectations, regulatory frameworks, and internal delivery teams to ensure seamless transitions and long-term client satisfaction.
This role demands a strategic thinker with deep operational expertise, regional market knowledge, and the ability to lead complex cross-border projects. You’ll work closely with global teams while tailoring solutions to MEAM’s unique fund structures, investor profiles, and regulatory environments.
About Apex
The Apex Group is a global financial services provider with 13,000+ staff across 100+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.
Every employee plays a part in making Apex who we are today. The more we grow, the more important that becomes. Whatever your career path or expertise Apex provides a global platform to allow you to thrive.
Job Specification
- Lead end-to-end fund onboarding and integration projects across MEAM jurisdictions
- Define regional integration strategy aligned with global TA standards and local regulatory requirements
- Oversee investor data migration, system configuration, and workflow setup across platforms
- Collaborate with Legal, Compliance, and Product teams to interpret offering documents and ensure accurate investor setup
- Manage client communications, project timelines, and delivery milestones
- Drive automation and digital onboarding initiatives tailored to MEAM client needs
- Build and mentor a high-performing regional integration team
- Ensure adherence to AML/KYC, FATCA, CRS, and other investor compliance protocols
- Maintain strong relationships with internal stakeholders including Fund Accounting, Client Services, and Technology
- Monitor KPIs and continuously improve onboarding efficiency, accuracy, and client experience
Skills Required
- 12–15+ years of experience in Transfer Agency, Fund Administration, or Investor Services
- Proven track record in leading fund onboarding/integration projects in MEAM or emerging markets
- Strong understanding of investor lifecycle, regulatory frameworks, and fund structures (UCITS, Sharia-compliant, Private Equity, etc.)
- Experience with TA platforms (e.g., Paxus, eFront, PureFunds, Investran ,Mantra, AllVue, proprietary systems)
- Exceptional communication and stakeholder management skills
- Ability to lead cross-functional teams and manage complex client engagements
- Educational background: MBA / CFA / CA / M.Com or equivalent
What you will get in return:
- A genuinely unique opportunity to be part of a niche team.
- Exposure to all aspects of the fund admin business, cross-jurisdiction and direct access to global stakeholders.
- Market competitive remuneration and benefits.
Additional information
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, 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 https://theapexgroup.com/csr-policy/
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
