Associate; A1 - Investran Techno Functional

Overview

The Apex Group was established in Bermuda in 2003 and now is one of the world’s largest fund administration and middle office solutions providers. With our clients at the heart of everything we do, our hard‑working team has successfully delivered an unprecedented growth and transformation journey. We are represented by over 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

Investran Techno Functional – Associate – Permanent

Bangalore, India – 1+ years of experience in Fund Administration

• Manage client reporting requests, monitor the Investran database, enhance technical product, and support operational excellence.
• Design, develop and implement high‑quality reports for our global Private Equity clients and investors.
• Work closely with system vendor FIS to identify application issues and drive resolution.
• Promote product knowledge and team initiatives in key PE forums such as the Investran Task Force, understand manual processes, and work on automation improvements.
• Support day‑to‑day requirements while working on ad‑hoc projects driven by the business. Create and maintain technical documentation, user manuals and guides.
• Demonstrate strong project management experience and excellent stakeholder/client relationship management skills.

• 3+ years of related experience with Crystal Reports and SSRS Report Builder (must).
• Writing SQL queries against any RDBMS, VBA, and other programming languages will be a plus.
• Good understanding of unit testing, software change management, and software release management.
• Domain and working knowledge of financial industry data models is a plus.
• General knowledge and skills:
  Databases, Excel, PowerPoint.

• BE plus/or Post‑graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.
• 5+ years of experience in relevant fund administration experience including client reporting and application support.
• Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis.
• Experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits the organization.
• Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously.
• Ability to show initiative, willingness to learn and take on responsibilities as a contributing team member either in a lead or in a backup role to ensure team success.
• Solutions focused and able to work in unstructured environments under minimum or no supervision.
• Willingness to acknowledge what is not understood and seek assistance. Effective oral and written communication skills to clearly articulate analysis.
• Advanced understanding of MS Excel, Word and PowerPoint.

We offer you the freedom to be a positive disrupter and turn big ideas into bold, industry‑changing realities. Join us to be at the top of your game with support that will supercharge your skills and experience.