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
Role Overview
The Product Analytics & Insights Specialist is the analytics partner to the Product Management function. The role owns Product Management dashboards and performance views, supports governance and initiative prioritisation through pre- and post-implementation reporting, and tracks product commercial readiness and enablement progress through clear status reporting and post-launch monitoring.
Key deliverables include a core set of dashboards and a recurring governance pack that summarises product performance, initiative progress and readiness status.
This role focuses on dashboards, KPIs and governance reporting, working closely with the Catalogue & Pricing Specialist who owns catalogue, rate card and margin reference data and related system changes.
Key Responsibilities
- Product Management Dashboards & KPIs
- Own Product Management dashboards and recurring reporting on product performance and adoption, with clear, consistent KPI definitions used in governance materials.
- Translate stakeholder questions into clear reporting views and actionable insights.
- Maintain reporting standards, definitions and documentation to ensure consistent interpretation across teams.
- Initiative Reporting for Governance (Pre- and Post-Implementation)
- Provide analysis for initiative governance and prioritisation discussions (pipeline views, expected impact, progress tracking).
- Produce post-implementation reporting that measures outcomes versus expectations and highlights follow-up actions.
- Maintain the existing proposal and margin analytics capability used in commercial governance and contribute to the longer-term integration of these insights into Salesforce.
- Commercial Readiness, Enablement Tracking & Post-Launch Monitoring
- Maintain product commercial readiness status reporting for new or changed products (owners, milestones, gaps, timelines and closure tracking).
- Build and maintain dashboards that track progress and outcomes of product enablement initiatives (for example training completion, content readiness and adoption indicators), and highlight gaps requiring follow-up, with a view to supporting adoption and commercial outcomes.
- Track readiness and enablement gaps through to closure (owners, timelines, follow-ups) and highlight items requiring escalation.
- Monitor early adoption and post-launch performance and flag issues that suggest gaps in documentation, workflows, pricing logic or enablement, supporting prioritised follow-up with the relevant owners.
- Data Collaboration and Quality (Analytics Perspective)
- Work with Technology and data teams to ensure datasets are reliable, refreshed and consistent with agreed definitions.
- Partner with the Catalogue & Pricing Specialist to align reference data, mappings and definitions; raise data issues with evidence and support root-cause resolution at source.
- Continuously improve dashboard usability and clarity based on stakeholder feedback.
- Automation and AI enablement
- Build and maintain Power Automate workflows to streamline recurring reporting and governance processes (data refresh, alerts, approvals, follow-ups).
- Create and manage AI agents to support analytics and reporting activities (data extraction, summarisation, commentary, action tracking), with appropriate testing, access controls and monitoring.
Skills and Experience
- 5–8 years of experience in analytics, BI or data roles, ideally with exposure to product or commercial topics in financial services or other B2B environments.
- Strong skills in BI and data visualisation tools (for example Power BI or similar) and comfort working with complex datasets.
- Comfortable working with commercial data from sales platforms (for example Salesforce or comparable tools).
- Ability to convert data into clear insights and recommendations, and to communicate them in a practical, action-oriented way.
- Strong organisation skills, attention to detail and discipline around recurring reporting, definitions and documentation.
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.
