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
Job Description
The
Tocan Data & Configuration Analyst
will play a pivotal role in maintaining the accuracy, integrity, and consistency of configurable reference data within the Tocan Onboarding platform. This role demands a strong command of SQL and a proven track record of leveraging it to manage, extract, and report on critical data sets. The successful candidate will work closely with the Client Sucess Team, supporting jurisdictional and client onboarding activities, while also contributing to internal and external reporting requirements through the creation and maintenance of SQL-driven data solutions.
This position also provides the opportunity to influence system enhancements by analyzing current data management practices and collaborating with both the Client Sucess and Product teams to streamline data workflows and improve platform capabilities.
Key Responsibilities:
Create, manage, and maintain configurable reference data within the Tocan platform;
Write, optimize, and maintain SQL queries for data extraction, transformation, and reporting purposes;
Design and implement SQL-based reporting solutions for both internal stakeholders and external clients;
Test and validate system configurations and data changes;
Support the Implementation Team’s jurisdictional and client-specific onboarding processes;
Troubleshoot and resolve data discrepancies and configuration issues, ensuring data accuracy and completeness;
Collaborate with cross-functional teams to escalate and resolve complex data-related challenges;
Participate in ongoing initiatives to improve data management practices and enhance system functionality;
Contribute to the growth of the team with a proactive, flexible, and solutions-focused mindset.
Skills & Experience Required:
2–5 years of hands-on experience with SQL, including query writing, optimization, and reporting;
Demonstrated experience in managing and maintaining configurable software reference data;
Solid track record of building and supporting internal and client-facing reports using SQL and related tools;
Familiarity with Financial Markets software and domain knowledge in Know Your Client (KYC), Investor Onboarding, or Transfer Agency is a strong advantage;
Detail-oriented and highly organized, with the ability to work independently and in collaborative team environments;
Strong problem-solving skills with a proactive approach to troubleshooting and resolution;
Ability to manage multiple projects and meet deadlines in a dynamic, fast-paced environment.
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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.
Our Story
About Apex Group
We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.
Working at Apex
Prepare to accelerate.
We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.
Positive change starts with you.
We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.
The journey is yours to own.
When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.
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