Apex Group
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Fintech • Payments • Financial Services
Lead client relationships and business development for funds administration services. Drive revenue and cross‑sell, manage SLAs, coordinate onboarding and internal stakeholders, prepare client reporting, and resolve client issues to achieve P&L targets.
Fintech • Payments • Financial Services
Provide fund accounting and investor services for private equity/real estate funds: calculate NAV, review capital activity, LP/GP allocations, financial and partner capital statements, ensure AML/KYC onboarding compliance, and review/coach team members to ensure timely, high-quality delivery.