Vice President, Transfer Agency

7 months ago

Mississauga, Canada LRI Invest Full time

Description

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. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and regulatory products to fund platforms and tax services. The globally distributed service model has rapidly expanded through a combination of organic growth and more recently bolstered by acquisition. Service is now delivered by over 10,000+ staff across 50+ offices. The Apex Group administers circa $2.3 trillion in assets, including the investments of some of the largest funds and institutional investors in the world

Transfer Agency Vice President

Role Summary:
The Vice President must ensure adherence to Internal Transfer Agency procedures in addition to both internal and Regulatory AML requirements at all times

Skills Required:

- Review controls and procedures across Fund Services on a periodic basis
- Identify and Implement process improvements/system enhancements across the Transfer Agency Department.
- Monitor operational risk across the Business and assist with the enhancement of the existing operational risk framework
- Operational risk scenario modelling and analysis
- Assist in building out and training the current teams.
- Keep up to date on all Regulatory and internal Risk updates that impact the business ensuring the operations Teams have the necessary knowledge and system’s in place to deal with the updates
- Managing the oversight outsourcing for funds contracted from other jurisdictions Monitoring and enhancing the KRI metrics for the Department
- Managing international client relationships
- Interacting with hedge fund principals and their investors
- Review, understand and have the ability to discuss fund governing documents with staff and clients
- Responsible for all aspects of operations and controls functions: Processing subscriptions, redemptions, transfers and switches.
- Ensure control framework and documented Transfer Agency procedures and policies in line with regulations both locally and globally
- Ensuring Apex Fund Services group policies are adhered to
- Responding to investor and audit related enquiries
- Ensure all regulatory reporting (onshore and offshore) is delivered within the required timeframes
- Providing periodic reports and feedback to senior management
- Participate in presentations for business opportunities from new and existing clients
- Be responsible for change management where required including Ad hoc project management (as required)
- Assisting in the further development of new & existing global client relationships, optimizing service offerings, productivity and profitability

Competencies:

- Seven plus years of proven experience managing an Investor Services/Transfer Agency team for alternative funds at a top tier institutional fund administrator
- Detailed knowledge of Transfer Agency systems, preferably Mantra, Paxus, eFront
- Flexibility
- Up to date AML/KYC knowledge
- Up to date FATCA knowledge
- A very strong understanding of fund legal structures and the fund administration business
- Strong leadership skills with demonstrated ability to drive change
- Strong Risk & control focus
- Demonstrated ability to manage complex projects
- Strong planning, organizational skills and entrepreneurial skills
- Knowledge of accounting, finance and investment concepts
- Strong communication (verbal and written) and problem-solving skills
- Must be able to work with all levels within the organization
- Strong multi-tasking skills
- The ability to adapt to changing priorities and varied decision-making scenarios
- An ability and desire to work to tight deadlines
- Good interpersonal skills to develop working relationships with colleagues, clients, other divisions/ offices of the bank and professional intermediaries

Additional information:
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.

LI-TD1

  • Transfer Agency Manager

    7 months ago

    Mississauga, Canada LRI Invest S.A. Full time

    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. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and...

  • Transfer Agency Manager

    1 day ago

    Mississauga, Canada Apex Group Full time

    **Department**: Transfer Agency Operations **Employment Type**:Permanent **Role Summary**: The Assistant Vice President must ensure adherence to Internal Transfer Agency procedures in addition to both internal and Regulatory AML requirements at all times - Review controls and procedures across Fund Services on a periodic basis - Identify and Implement...

  • Senior Vice President

    2 months ago

    Mississauga, Canada TipTopJob - CA - Jobboard Full time

    h3>Vice President, Patient Access & Public AffairsAs a Member of the Novo Nordisk Canada (NNCI) Executive Team (ET), the Vice President Patient Access and Public Affairs has supervisory responsibility for Patient Access and Public Affairs executives and leaders. This position sets the market access strategies and provides national leadership related to...

  • Senior Vice President

    2 months ago

    Mississauga, Canada Novo Nordisk Full time

    h3>Vice President, Patient Access & Public AffairsAs a Member of the Novo Nordisk Canada (NNCI) Executive Team (ET), the Vice President Patient Access and Public Affairs has supervisory responsibility for Patient Access and Public Affairs executives and leaders. This position sets the market access strategies and provides national leadership related to...

  • Vice President Sales

    7 months ago

    Mississauga, Canada Elith Consultancy Services Full time

    Our Client a leader in Office & Commercial Moving, Logistics & Supply Chain is looking for a dynamic Vice President - Sales to join their Leadership team. As the Vice President of Sales you will be a key leader in shaping and executing the companies sales strategy. **Responsibilities**: Reporting directly to the President & CEO, the Vice President of Sales...

  • Vice President, Operations

    7 months ago

    Mississauga, Canada People Corporation Full time

    We are seeking a Vice President, Operations to join our divisional leadership team headquartered in Mississauga. The Vice-President Operations, Benefit Solutions contributes to the success of Benefit Solutions and People Corporation by ensuring that an exceptional client experience is delivered during every interaction, through one optimized integrated...

  • Executive Vice President

    7 days ago

    Mississauga, Canada The MEARIE Group Full time

    Executive Vice President & Chief Financial Officer (CFO) Alectra Inc. Location: Mississauga Alectra Inc., through its subsidiary Alectra Utilities Corporation, serves approximately one million homes and businesses across a 1,900 square kilometre service territory comprising 17 communities in the Greater Toronto Area and vicinity. The Alectra family of...

  • Vice President, Sales

    2 months ago

    Mississauga, Canada Atkore Full time

    **Vice President, Electrical Sales - Canada** **Who We Are**: Atkore is forging a future where our brands, suppliers, employees, customers, partners, and communities are building better together - a future focused on empowering our customers while we power and protect the world. Atkore is a leading manufacturer and distributor of electrical, mechanical,...

  • Vice President Finance

    7 months ago

    Mississauga, Canada Campbell Soup Company Full time

    Since 1869 we've connected people through food they love. Our history was created by remarkable people, ideas, and innovations. It serves as inspiration and foundation for our future success. We’re proud to be stewards of amazing brands that people trust. We foster a culture of belonging where people come first, and diversity is embraced. And we live our...

  • Vice President, Operations

    7 months ago

    Mississauga, Canada People Corporation Full time

    We are seeking a Vice President, Operations to join our divisional leadership team headquartered in Mississauga. We have a deep-rooted history around serving the Multi-Employer segment by focusing on delivering on our clients’ expectations. Our focus is on providing benefit program value to members that is relevant to the current healthcare...

  • Vice President, Finance

    7 months ago

    Mississauga, Canada Finlink Group Full time

    **Vice President, Finance** Are you ready to take on a pivotal role in shaping the financial future of a dynamic company? As the Vice President of Finance, you will spearhead the financial operations, ensuring precision, timeliness, and reliability in all financial activities. This isn't just a job - it's an opportunity to lead a team of finance...

  • Senior Vice President

    3 months ago

    Mississauga, Canada CANCO TECHNOLOGIES LTD Full time

    Volunteer Experience · Work Experience · Work & CareerInformation Technology Development Vice-President – Financial, Communications and Other Business Services – CANCO TECHNOLOGIES LTDNOC Job Code/Title: 0013 - Information Systems Vice-President - Financial, Communications and Other Business ServicesPAY RATE: $64/HREmployment Groups: Youth, Veterans of...

  • Vice President, Patient Access

    2 months ago

    Mississauga, Canada Novo Nordisk Full time

    Vice President, Patient Access & Public Affairs **Category**:Market Access**Location**:Mississauga, Ontario, CA - As a Member of the Novo Nordisk Canada (NNCI) Executive Team (ET) the Vice President Patient Access and Public affairs has supervisory responsibility for Patient Access and Public Affairs executives and leaders. This strategic function will...

  • Vice President/general Manager

    7 months ago

    Mississauga, Canada Checker Flag Leasing Full time

    **Vice President & General Manager** **Location**: Toronto | **Reports to**: President | **Company**: Checker Flag **Overview**: Checker Flag is seeking an experienced and results-driven Vice President & General Manager (VP & GM) to lead our growth in sales and operations. Reporting directly to the CEO & President, you will manage daily business...

  • Market Vice President

    1 month ago

    Mississauga, ON, Canada Reimer Associates Inc. Full time

    Our client is a well recognized market leader as one of the top intermodal service providers in Canada. Due to continued tremendous growth, the organization is seeking a Vice President, Transportation Operations based in Mississauga, Ontario reporting to the Chief Operating Officer. Along with a minimum 10 year’s leadership experience within the...

  • Vice President Property Management

    2 months ago

    Mississauga, Canada Chartwell Full time

    **Scope of the Position** **Working Relationships** The Vice President Property Management will: - Lead, manage, coordinate, oversee, monitor and report on capital projects with engaged contractors, consultants and project managers from project inception to completion - Work closely with all members of Chartwell with a vested interest in each project...

  • Vice President, Information Technology

    1 day ago

    Mississauga, Canada Ministry of the Environment, Conservation and Parks Full time

    Are you an experienced leader looking for a challenging opportunity to lead the delivery of innovative IT solutions that support operational business needs? Consider this exciting opportunity to serve as the Vice President, Information Technology with the Ontario Clean Water Agency (OCWA), Ministry of the Environment, Conservation and Parks (MECP). The...

  • Regional Vice President-eastern Canada

    4 days ago

    Mississauga, Canada EATON Full time

    **Eaton is seeking a Regional Vice President-Eastern Canada to join the Crouse-Hinds, BLine, and Oil & Gas Division in the Electrical Sector. **This position is based out of a remote office in Toronto or Montreal.** **Position Overview**: Eaton is seeking an exceptionally talented, business-minded individual with excellent leadership skills to manage a...

  • Vice President

    7 months ago

    Mississauga, Canada KAG Canada Full time

    **Vice President, Logistics, Connectrans** **About Connectrans** - Connectrans is a division of the **Kenan Advantage Group** and **KAG Logistics**, a recognized leader in North American transportation. For over two decades, Connectrans has been the go-to transportation management company for hundreds of clients. Through our unmatched level of customer...

  • Vice President, Transportation Operations

    3 weeks ago

    Mississauga, Canada Reimer Associates Inc. Full time

    Our client is a well recognized market leader as one of the top intermodal service providers in Canada. Due to continued tremendous growth, the organization is seeking a Vice President, Transportation Operations based in Mississauga, Ontario reporting to the Chief Operating Officer. The Vice President, Operations is responsible for operational excellence of...