Process associate

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: Senior Process Associate

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 Senior Process Associate to join our dynamic BPM – Lease Abstraction team. The Senior Process Associate is responsible for executing, reviewing, and improving operational processes with a high degree of accuracy and efficiency. This role supports complex tasks, ensures adherence to quality standards, and acts as a point of contact for escalations. The Senior Process Associate also contributes to process improvements, provides guidance to junior team members, and ensures timely delivery of assigned responsibilities.

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

Key duties and responsibilities

• Lease Document Review - Analyze commercial and residential lease agreements to identify and extract critical financial, legal, and operational terms.
• Data Abstraction & Validation: Review and validate key information such as rent schedules, renewal options, termination clauses, and operating expenses with 100% accuracy.
• Quality Assurance Leadership: Conduct juniors reviews, audits, and provide feedback to ensure compliance with SOPs and quality standards.
• Time Management: Ensure timely completion of deliverables within defined SLAs and KPIs.
• Mentorship & Training: Support training and onboarding of new team members by sharing best practices and process knowledge
• 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 abstracted 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

Experience and skills:

• Education: Any Graduate, preferably B.Com
• 3–5 years of experience in lease abstraction, real estate administration, or legal documentation review.
• 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.
• Strong understanding of process workflows, SOPs, and quality control methodologies.
• 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.

Nice to have:

• Exposure to global lease portfolios and multi-jurisdictional legal frameworks.
• Knowledge of IFRS 16 / ASC 842 lease accounting standards.
• Experience in process automation or working with AI-assisted abstraction tools.

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.