Process Lead

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.

For our business, for clients, and for you

APEX FUND SERVICES

Functional Title: Process Lead

Department: BPM

Employment Type: Permanent

About Apex

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 50 offices worldwide and 12,000 employees upon the close of announced acquisitions, Apex delivers an extensive range of services to asset managers, capital markets, 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 and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

We look to recruit bright, articulate, and numerate employees who are not afraid of a challenge. You are prepared to work hard, love what they do and be prepared to innovate.

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 provides a global platform to allow you to thrive.

About the Team:

We are seeking a detail-oriented and proactive Process Lead to join our dynamic BPM – Lease Abstraction team. The Process Lead plays a critical role in maintaining high-quality abstracts, optimizing processes, and supporting continuous improvement initiatives. 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.

Apex India office is in Pune or Hyderabad, but we offer smart working, with some time working from home, as required.

Key duties and responsibilities

• Project Management Support - Assist the project manager in managing the projects and other management activities
• Lease Document Review - Analyze commercial and residential lease agreements to identify and extract critical financial, legal, and operational terms.
• Database Review and Management – Review the data in the lease management systems or client-specific platforms, ensuring consistency and completeness.
• Quality Assurance - Perform self-reviews and participate in peer reviews to maintain high standards of accuracy and compliance with project guidelines.
• Document QC Reporting & Analysis: Review the Document Quality Check reports and analyze the findings based on client feedback.
• Client-Specific Customization - Adapt abstraction formats and processes to meet unique client requirements and project specifications.
• Collaboration and Communication - Work closely with team members, project leads, and cross-functional departments to resolve queries and ensure smooth workflow.
• Documentation and Reporting - Maintain proper documentation of reviewed leases and generate reports as required for internal tracking or client delivery.
• Compliance and Confidentiality - Ensure all lease data is handled in accordance with confidentiality agreements and regulatory standards.
• Continuous Improvement - Contribute to process enhancements, automation initiatives, and best practices to improve efficiency and accuracy
• Data Accuracy: Maintain 100% data accuracy in all assigned tasks by following established standards and performing thorough reviews.

Experience and skills:

• Education: Any Graduate/Postgraduate of Commerce, Accounting, or Business Administration
• 4+years of experience in lease abstraction, real estate administration, or legal documentation review.
• 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.
• Technical 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.
• Time Management: Capable of handling multiple leases and meeting tight deadlines without compromising quality.
• Quality Assurance: Commitment to maintaining high standards through peer reviews, audits, and continuous improvement.
• Ability to create and maintain SOPs, processing documentation, checklists and experience in presentation skills.

Nice to have:

• 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.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made based on skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV and cover letter) to our dedicated email address.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.