Apex Group India | Senior Process Associate

Key duties and responsibilities

• Analyze commercial and residential lease agreements to identify and extract critical financial, legal, and operational terms.
• 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 abstracted 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.

Education: any graduate, preferably b.com

• 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.
• Legal and Real Estate Acumen: Understanding of lease structures, terminology, and implications of clauses such as CAM, rent escalations, and renewal options.
• 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.

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)