Reporting Solutions Specialist

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

• Solutions and Design Lead
• Location : Auckland
• Description
• To lead the Business Solutions team and develop, support and grow individuals personal and professional development goals as well as creating an inclusive and high performing team of key subject matter experts for Apex NZ in the areas of investment analysis, reporting, process improvement and systems.
• Job specification
• Set and monitor team members KPI’s and performance to KPI’s
• Staff management including regular one-on-one’s and identifying any staff training and development needs
• Ensure that all service delivery standards set for the reconciliation division are met
• Drive and lead by example the Apex values and be a culture champion
• Maintain a positive work environment that attracts, retains, and motivates a diverse group of high-calibre employees
• Assisting with answering any client questions related to the reporting received and explaining the nature and basis for the calculations, including portfolio performance reporting, and queries and support related to technical trading activity
• You will identify common areas of client queries and provide input into either system development or collateral development to help clients make better use of the systems across both Fund Administration and Wealth Administration
• Working with Business Analysts and Software Developers to determine what needs to be delivered and ensure that the specifications are accurate from a technical investment point of view and produce meaningful results to clients
• You will provide strategic advice around investment platform architecture that most efficiently delivers technical functionality demanded by customers
• Collaborate with key internal stakeholders across New Zealand and other regional and global contacts within Apex to address client needs, operational issues, and opportunities, ensuring effective resolution
• Supporting spreadsheets, VBA macros and other systems relied upon by the business for their BAU processes
• Build and maintain networks and relationships within the industry
• Working on the technical aspects of onboarding and transition projects across Apex NZ’s client base
• A focus on automation opportunities
• Skills Required :
• Strong technical analysis knowledge and problem-solving mindset
• An understanding of key financial mathematics principals including performance returns, attribution beneficial
• Strong communication skills, particularly the ability to communicate technical information in English with an ability to present at an executive leadership level
• Ability to explain and simplify technical concepts
• A strong focus / commitment to providing quality customer service
• A sound understanding of business and industry risk
• Strong MS Office skills, particular Excel to intermediate or advanced level
• Knowledge of SQL and coding in VBA is advantageous
• Proactive positive and “can–do” attitude
• Team player and passion for collaboration with peers
• Self-motivated and enthusiastic
• Comfortable working in an ever-changing environment and ambiguity
• Able to handle pressure and deadlines
• 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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