Associate Loan Agency (Transaction Management)

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.

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution.

Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility. Life at Apex isn’t just about the work you do, it’s about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options.

Job Specification

• Monitor and control the periodic or one-off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements;
• Set up new transactions using our Agency Management Monitoring Tool;
• Manage and coordinate our KYC requirements in respect of all lenders and borrowers for any new transaction;
• Manage and coordinate amendments or waiver processes until resolution;
• Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines;
• Assist the lenders in the decision‑making processes when such intermediation is required and, in general, in any consultation related to the financing;
• Coordinate, manage and register the communications and issues raised among borrowers, lenders, obligors and advisers of the Financing;
• Coordinate, organize and participate in meetings and conference calls required by the day‑to‑day management of the Agency;
• Manage and coordinate loan transfers between existing and new incoming lenders;
• Manage ad hoc distributions;
• Coordinate the agency duties with the Loans Administration and Business Development department and support the activity of the Loans Administration department when required.

Skills Required

• Degree within Economics, Finance, Business, Law or other related fields.
• Excellent work attitude, quick and willing learner and proficient team player.
• We are looking for a motivated and collaborative professional.
• Eagerness to pay attention to detail and going the extra mile in all aspects of the role;
• Syndicated Loan Experience, ideally Middle office and/or Back Office background is a plus;
• Advance written and verbal communication in Spanish and English (C2); Proficiency in German, French or Italian is as well an advantage, but not a requirement.
• Substantial experience with Excel.
• Excellent communication skills and professionalism;
• Ability to work under pressure and to prioritize tasks accordingly;
• Ability to take initiative;
• Strong work ethic, a proactive approach and can‑do mindset;
• Willingness to learn and get relevant experience in the syndicated loans sector.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business.
• Exceptional career prospects.