Demo

Senior Business Analyst, Mutual Fund Services

Apex Group Ltd
Portland, ME Full Time
POSTED ON 4/2/2025
AVAILABLE BEFORE 5/1/2025
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

Description

As a Senior Business Analyst for Mutual Fund Services, you will work closely with your Transfer Agency, Fund Accounting, and Fund Administration product, sales, and operations teammates to coordinate ongoing design and development of business-critical systems. In this role you will liaise with Apex Group level technology and system vendor counterparts to develop, manage, end-to-end test, and deploy these systems. You will work closely with the business to manage new product/client implementations, controlling risk, ensuring high quality, and achieving agreed upon deadlines. You will also help the team review legacy VBA databases to help troubleshoot production issues and work on a broader project to migrate all databases to central Group level technology support. You will support the Technology support help desk to understand the practical business reasons for the jobs and routines that are running daily and require ongoing support.

The position reports to the Senior Manager, SVP of Systems Support.

Job specification

Responsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including  

  • Analyze process flows
  • Create and execute test plans
  • Conceptualize and improve process flow
  • Read software and application user manuals
  • Execute test scripts and document test results
  • Coordinate client product implementations
  • Research technical issues
  • Other reasonable related and administrative duties.

Skills Required:

  • Bachelor’s degree in Accounting/Finance/Computer Science or related professional experience is preferred
  • Practical related business experience preferred with a Fund Service Provider
  • Experience with VBA databases
  • Proven understanding of business processes
  • Familiarity with creating/executing test plans
  • Capable of analyzing and improving process flows
  • Reasonable familiarity with development tools
  • Developed written and verbal communications
  • Strong and creative analytical skills
  • Ability to self-teach via reading user manuals
  • Strong understanding of audit and control concepts

Salary ranges from USD $80,000.00 – USD $100,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.

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.

Salary : $80,000

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