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Sr. Specialist, Trade Enablement, Fund Solutions (VP Level)

Apex Group Ltd.
Pune / Bangalore
Hybrid

About this role

Job title: Sr. Specialist, Trade Enablement, Fund Solutions (VP Level)

About the Role

We are seeking a visionary and technically adept leader to head our Trade Automation initiatives. This VP-level role will be responsible for driving strategic automation projects across trade processing and reconciliation functions, integrating client trade data, and enhancing operational efficiency through cutting-edge technology solutions.

What You'll Do

  • Lead the design, development, and deployment of trade automation solutions across fund services.

  • Define and execute the automation roadmap aligned with business goals and regulatory requirements.

  • Champion process optimization and digital transformation initiatives across trade workflows.

  • Oversee integration of client trade files into internal systems, ensuring robust, scalable, and secure solutions.

  • Collaborate with client service managers, product teams, and external vendors to gather requirements and deliver tailored automation strategies.

  • Ensure high-quality delivery of ETL processes, data mapping, and exception handling.

  • Monitor and troubleshoot automation workflows, proactively resolving issues and minimizing operational risk.

  • Maintain comprehensive documentation for all automated processes to support audit readiness and transparency.

  • Mentor and lead a team of analysts and specialists across trade automation and reconciliation domains.

  • Foster a collaborative, high-performance culture focused on innovation and continuous improvement.

  • Partner with global stakeholders to align technology initiatives with business priorities.

  • What We're Looking For

  • Advanced proficiency in SQL, VBA, MS Access, and Excel.

  • Hands-on experience with ETL tools and data mapping.

  • Familiarity with Advent Geneva, Paxus, and market data providers (Bloomberg, Refinitiv).

  • Strong understanding of financial instruments including listed, unlisted, OTCs, derivatives, and private equity.

  • Deep expertise in Fund Administration, Trade Processing, and Capital Markets.

  • Experience in managing large-scale automation projects and system migrations.

  • Leadership & Communication: Proven ability to lead cross-functional teams and manage stakeholder relationships globally.

  • Strong analytical, problem-solving, and presentation skills.

  • Excellent verbal and written communication skills.

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