Business Solutions Lead

You can find out more about this in ourThe 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

• Business Solutions Lead
• Location : Auckland
• This role is responsible for overseeing the design, enhancement, and delivery of business and system solutions that support Apex NZ’s fund administration and investment operations. The role combines leadership and hands on delivery, designing, documenting and implementing solutions across Apex NZ’s platforms and teams. By applying deep technical expertise and strong operational insight, the Business Solutions Lead drives continuous improvement, automation, and scalable service delivery across the organisation.
• Job Responsibilities :
• Drive the development and implementation of business and system solutions that enhance operational efficiency, data integrity, and the quality of client reporting.
• Oversee system setup and data preparation activities for client onboardings and fund launches, ensuring platforms, workflows, and controls are fully operational and aligned with delivery requirements.
• Manage and maintain the business solutions backlog within MS DevOps (or equivalent), ensuring requests are prioritised, resourced, and delivered in line with client and internal SLA frameworks.
• Develop, maintain, and optimise macros, VBA / VBScript automations, and SQL queries to support fund administration and performance reporting processes.
• Oversee configuration and maintenance of fund administration and wealth administration platforms, including data templates, reconciliation tools, and reporting models.
• Collaborate cross functionally to define requirements, design solutions, and implement process and system improvements.
• Produce and oversee regulatory reporting deliverables, ensuring compliance with FMA and other regulatory bodies
• Provide subject matter expertise on investment operations, fund accounting, and performance measurement methodologies.
• Support client and internal discussions on new solution requests, ensuring feasibility, design, and delivery expectations are clearly understood and documented.
• Identify and lead initiatives to automate and standardise key operational workflows to reduce manual effort and risk.
• Ensure all system and process changes are properly documented, tested, and governed under change control and audit requirements.
• Monitor adherence to client SLA frameworks, ensuring timely and accurate delivery across business solution outputs.
• Guide and mentor team members, fostering technical capability and continuous improvement across the team.
• Skills required :
• 5+ years in business analysis, solution design, or a related field.
• Leadership or team lead experience with proven leadership and stakeholder management skills
• Proven experience designing and maintaining technical automations using Excel, VBA / VBScript, and SQL.
• Experience managing delivery backlogs and SLA-driven workflows.
• Degree in Business, Information Systems, or related field (or equivalent experience).
• Advanced proficiency in Microsoft Excel, including development and optimisation of macros, VBA / VBScript, and complex formulas.
• Strong knowledge of SQL for data querying, validation, and analysis.
• Demonstrated technical capability in building automation and analytical tools to support fund administration and investment operations.
• Excellent analytical and problem-solving skills with high attention to detail.
• Strong understanding of investment products, fund accounting, and financial markets
• Agile or IIBA-aligned certification is desirable.
• What you will get in return :
• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunitiesAdditional 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
• “Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her / his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”
• 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.
• About Apex Group
• We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.

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