Business Solutions Analyst

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

Business Solutions Analyst
Auckland

Description

To be a key subject matter expert for Apex NZ in the areas of investment analysis, taxation and performance reporting.

Job specification

• 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.

• Implementing and maintaining fee formulas, datafiles, reconciliation templates and other complex technical configuration Fund Administration and Wealth Administration platforms.

• 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.

• Testing of relevant developments for the Fund Administration and Wealth Administration systems.

• Supporting spreadsheets, and VBA macros, relied upon by the business for their BAU processes.

• Working on the technical aspects of onboarding and transition projects for new clients won by Apex.

Skills Required:

• Strong technical analysis knowledge in a similar role within financial services.

• A tertiary qualification (Finance/Accounting preferred but disciplines with a strong mathematical component would be considered) or equivalent role related experience.

• An understanding of key financial mathematics principals including performance returns, attribution.

• A solid understanding of the taxation treatment of investments would be desirable covering PIES and FIF rules.

• Good understanding of investment products, financial markets and trading principles.

• Strong communication skills, particularly the ability to communicate technical information in plain English with an ability to present at an executive leadership level.

• Functional understanding of system and software development would be beneficial.

• 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 opportunities

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.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/ 

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 souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.