Apex Group India | Process Lead

Key duties and responsibilities

• We are seeking a detail-oriented and proactive Process Lead to join our dynamic BPM – Lease Abstraction team.
• Additionally, the role involves mentoring team members and ensuring consistent adherence to organizational policies and service-level expectations.
• This role involves managing daily deliverables and coordinating with project manager.
• Assist the project manager in managing the projects and other management activities.
• Analyze commercial and residential lease agreements to identify and extract critical financial, legal, and operational terms.
• Review the data in the lease management systems or client-specific platforms, ensuring consistency and completeness.
• Perform self-reviews and participate in peer reviews to maintain high standards of accuracy and compliance with project guidelines.
• Work closely with team members, project leads, and cross-functional departments to resolve queries and ensure smooth workflow.
• Maintain proper documentation of reviewed leases and generate reports as required for internal tracking or client delivery.
• Ensure all lease data is handled in accordance with confidentiality agreements and regulatory standards.
• Contribute to process enhancements, automation initiatives, and best practices to improve efficiency and accuracy.
• Document QC Reporting & Analysis: Review the Document Quality Check reports and analyze the findings based on client feedback.

Requirements

• Ability to train and mentor junior lease analysts and assist in onboarding new team members.
• Proven track record of working with commercial and residential lease agreements across diverse geographies and property types.
• Experience using lease abstraction platforms, document management systems, or real estate databases (e.g., Yardi, MRI, Lucernex, Visual Lease, CoStar).
• Familiarity with BPM (Business Process Management) environments and client-driven service delivery models.
• Attention-to-Detail: Ability to identify and extract nuanced lease terms with precision and consistency.
• Analytical Thinking: Strong ability to interpret complex documents and assess their impact on financial and operational metrics.
• Proficiency: Skilled in Microsoft Excel, Word, and lease abstraction tools; comfortable navigating digital document workflows.
• Communication: Clear and concise written communication to produce accurate lease summaries and collaborate with internal teams.
• Ability to create and maintain SOPs, processing documentation, checklists and experience in presentation skills.
• Exposure to global lease portfolios and multi-jurisdictional legal frameworks.
• Knowledge of IFRS 16 / ASC 842 lease accounting standards.
• Experience in processing automation or working with AI-assisted abstraction tools.

Apex Group

Set up in 2003 with its first office in Bermuda, Apex Group was founded by Peter Hughes and works for allocators, asset managers, family offices, corporates and financial institutions. Its services include fund administration and middle office work, transfer agency, depositary and custody, corporate and management company services, banking, regulatory and compliance support, and ESG services through its Holtara business. The group's India operation was founded in 2008 and has grown to offices in Bengaluru, Chennai, Hyderabad, Kolkata, Mumbai, Navi Mumbai, Pune and Gandhinagar. In 2021 Apex became one of the first global fund administrators approved to operate in GIFT City, where it now has an office.

Much of Apex's finance work in India is fund accounting for hedge funds, closed-ended funds, private equity and real asset funds, with roles from fund accountant up to supervisor and senior account manager. Other finance roles cover financial reporting from associate to vice president (including Workiva implementation), middle office, corporate accounting, global payments, tax, regulatory services and transfer agency. Postings usually ask for a B.Com, M.Com or MBA (Finance), and many name CA, CMA, CFA, CPA or ACCA; some roles are open to CA or CMA freshers.

• Industry: Financial services for funds and asset managers: fund administration, middle office, transfer agency, depositary, corporate and banking services
• Headquarters: Apex Group Ltd; founded in 2003 in Bermuda, where it opened its first office
• In India: India operation since 2008, with offices in Bengaluru, Chennai, Hyderabad, Kolkata, Mumbai, Navi Mumbai, Pune and Gandhinagar (including GIFT City)