Associate Business Analyst (SHARK)

Reposted 2 Hours Ago
Be an Early Applicant
4 Locations
Hybrid
60K-75K Annually
Entry level
Fintech • Software • Financial Services
Apex Fintech Solutions aims to enable frictionless investing for everyone.
The Role
Early-career Business Analyst in Apex’s SHARK program, starting July 2027. The role uses AI, automation, business intelligence, and data analysis to improve operational efficiency and support strategic decisions. Responsibilities include process optimization, financial modeling, client data analysis, competitive analysis, and cross-functional strategic initiatives. The position includes intensive onboarding, mentorship, executive exposure, and high-visibility projects in fintech.
Summary Generated by Built In

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.  

 

 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

 

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 

 

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. 

 

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

Apex's SHARK early career program for new grads who refuse to settle for ordinary.

SHARKS are Strategic. High-achieving. Always Reimagining Key Solutions. They're hungry to solve problems in their path.

This isn't a rotational program where you shadow and observe. You're a full-time employee from day one, owning real business strategy work and driving AI & data-powered innovation in fintech.

As a Business SHARK, you'll join a cohort of new grads on a year-long journey built to fast-track you from talented graduate to fintech business leaders. SHARKs go through intensive training, mentorship, and high-visibility projects.

The basics: Begins July 2027 | In-office 4 days/week in Austin, Dallas, New York, or Chicago (Relocation Assistance Available) 

What to Expect 

  • Kick off with a 6-week immersive onboarding (business analytics training, fintech fundamentals, and Apex culture) 

  • Use AI and automation to turn data into insights and streamline how the business runs 

  • Join your home team as a core contributor, owning projects that impact operational efficiency and strategic decisions 

  • Lead strategic initiatives across process optimization, financial modeling, and client data analysis 

  • Build your portfolio through business innovation challenges and competitive analysis projects 

  • Get continuous mentorship from SHARKs who've swam the same seas

Why It's Worth It 

  • Real work from day one. You're an owner, not an observer 

  • Direct executive access through monthly 1:1s 

  • Dedicated time to build AI-powered projects that actually ship—not just experiments 

  • A clear path forward—we're building future leaders, not permanent analysts 

  • A cohort and alumni network that opens doors for life 

Tech & tools: Excel · Claude · Claude Code · Business intelligence tools · Data analysis platforms 

What We're Looking For 

  • Available to start July 2027 alongside your SHARK cohort 

  • Bachelor's in Business Administration, Finance, Economics, Data/Business Analytics, Marketing, Operations, Information Technology, or related field 

  • Typically 3.0+ GPA (exceptional candidates with strong leadership encouraged to apply). Transcript required in the application. 

  • Demonstrated leadership through internships, business projects, or campus involvement 

  • Strong problem-solver who thrives in business ambiguity and complex operational challenges 

  • Strong communicator who can influence at all levels and present to executive stakeholders 

  • Genuine curiosity about fintech, stock market, and financial markets 

  • Eligible to work in the US without employer sponsorship 

Why Apex? 

While other programs offer rotations and observations, SHARK offers transformation. You'll tackle business challenges that would take years to access elsewhere, present solutions to executives who implement your ideas, and build a portfolio that distinguishes you for life. We're not looking for perfect resumes—we're looking for future business leaders. 

 

 

 

#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.

Salary Range

$60,000-$75,000

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

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.

Skills Required

  • Available to start July 2027 with the SHARK cohort
  • Bachelor’s degree in Business Administration, Finance, Economics, Data or Business Analytics, Marketing, Operations, Information Technology, or a related field
  • Typically a 3.0+ GPA; transcript required
  • Demonstrated leadership through internships, business projects, or campus involvement
  • Strong problem-solving skills and ability to handle ambiguity and complex operational challenges
  • Strong communication skills, including influencing stakeholders and presenting to executives
  • Genuine curiosity about fintech, the stock market, and financial markets
  • Eligible to work in the United States without employer sponsorship

What the Team is Saying

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The Company
HQ: Dallas, TX
1,000 Employees
Year Founded: 2012

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.

Typical time on-site: 3 days a week
HQDallas, TX
Austin, TX
Belfast, GB
Chicago, IL
Manila, PH
New York, NY
Portland, OR
Learn more

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