WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
2021 Most Innovative Companies - presented by Fast Company
2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
The Associate Business Analysts will be part of the Apex Leadership & Development Program (ALDP), a cohort-based, early-career program designed to enable success through an intensive 6-8 week cross-functional training program focused on exploring the financial services industry and lines of business across Apex. The program is designed for recent college graduates and will provide ongoing education and career development opportunities. The Associate Business Analyst will interact with the company’s leaders by driving analysis, projects, and specific tasks relevant to their department.
This opportunity is expected to begin early July 2026 at our Austin, Texas office location.
Duties/Responsibilities:
Create requirements and specifications for business solutions.
Conduct business analysis and research to identify key metrics and opportunities for improvement.
Develop processes and procedures to ensure business solutions meet strategic goals.
Ensure business processes are running in accordance with prescribed methodologies.
Consult with key stakeholders to determine business objectives and success factors.
Collaborate with team members to collect, analyze, and evaluate information from multiple sources.
Present findings and recommendations to stakeholders.
Write and document business requirements, functional requirements, and design specifications.
Work cross-functionally to develop solutions that meet business requirements.
Continuously improve existing business processes and strive to develop new ones to improve efficiency.
Required Skills/Abilities:
Ability to start early July 2026 alongside other cohort members.
Strong problem-solving and management skills.
Excellent communication and analytical skills.
Business writing experience is a plus.
Experience in project management.
Working knowledge of spreadsheets, relational databases, and basic computer science concepts.
Proficiency in Microsoft Office applications (e.g., Excel, Word, PowerPoint) and Google Suite.
Data visualization and data analysis experience is not required but preferred.
Experience with project management tools such as Jira, Trello, and Confluence.
Education and/or Experience:
Bachelor’s degree in any business-related major, preferably finance or economics, or a related degree with relevant business experience.
Minimum requirement of a 2.5 cumulative GPA.
Work Environment:
This opportunity operates in an office environment 4 days a week during the 1-year program at Apex’s Austin, Texas location.
Upon successful completion of the program, this role will operate in a hybrid model with 3 days in-office per week.
This opportunity operates in a fast-paced, dynamic environment.
#operations #entry-level #full-time #LI-DNI
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Top Skills
What the Team is Saying
What We Do
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.
Why Work With Us
We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves, our team, and our clients in a position to soar.
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Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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