FATCA/CRS reporting Associate

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

FATCA/CRS reporting Associate

LOCATION - Full time employment in Tel Aviv/Beit Shemesh

Israeli Hedge Fund Administrator seeking FATCA/CRS reporting Associate to manage client reporting obligations and prepare fund’s reporting files.

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 FATCA / CRS documentation.
• Adhere to established policies, procedures, and controls.
• Works with implementation and other internal teams to prepare reporting files.
• 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, deal documentation when there is change in circumstances.
• 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…
• How will look your day- answering to email from clients+ IS/AM, reviewing documents, creating reporting files, dealing with the Tax portal.
  
  

Skills Required

• One year of professional experience in the industry.
• Technical skills; Excel/Microsoft products
• Languages skills; English/ Hebrew
• Service approach
• Dealing with a lot of clients
• Articulated
• Detailed oriented
• Accuracy
• Organized
• Time management
• Quick learner
  
  

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 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.

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.