Investor Services

JOB TITLE - Investor Services Associate

LOCATION – Tel Aviv

Summary of role and reporting line

About Apex

The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate, and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.

Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.

Job Specification

Working individually and as part of a team to cover an assigned set of funds as a knowledgeable and professional point of contact for fund investors, fund managers and internal teams regarding fund documentation, investor registries and AML/KYC processing.

Adhere to established policies, procedures, and controls.

Works with implementation and other internal teams to onboard new fund investors.

Conduct and communicate AML and KYC checks for potential and current investors.

Collaborate with all relevant parties using effective verbal and written communication to ensure deadlines and client deliverables are being met in a timely and accurate manner.

Maintain knowledge of assigned funds, fund timelines, deal documentation and related processes.

Understand workflows and organize responsibilities and priorities to meet and manage deadlines with exceptional attention to detail and follow through.

Participate in special projects as assigned, including automation efforts, enhanced controls, system testing and client research.

Skills Required

• Native Hebrew Speaker
• Bachelor’s degree in business preferred, but relevant work experience will be prioritized.
• Proactive, client service approach with strong verbal and written communication skills and ability to remain poised, calm, and solution-focused in a deadline driven environment.
• Ability to collaborate and build partnerships with internal and external parties, meet deadlines, resolve issues.
• Outstanding organization, prioritization, and attention to detail.
• Strong analytical and problem-solving skills and proactive interest in learning about alternative investment and fund administration industry.

Required skills and experience:

• Microsoft Excel, Word, and Outlook;
• Operations processing Customer service orientation a must.
• Investment operations and fund administration customer support experience a plus.

What you will get in return:

A genuinely unique opportunity to be part of an expanding large global business.

Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, 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 visit https://theapexgroup.com/csr-policy/