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
As a Business Systems Analyst at Apex, you are responsible for solving problems and answering questions on existing system behavior and system enhancements/fixes. You will also create and maintain system specification documents, test plans, and test artifacts. You should be able to work both independently and with teammates, and enjoy digging into reports, data, and files to analyze and solve problems/answer questions. This is an exciting opportunity to put your mark on a growing Fin-Tech firm.
We are looking for someone who:
- Is passionate - You have a genuine passion for people and developing relationships
- Is motivated – You are driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same
- Is collaborative – You are excited to work with others throughout the organization to help foster a superior workplace and culture
- Wants to make an impact – You are looking to do amazing work. You are all about partnering with executives to drive execution
- Operates with integrity - You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say
- Wants to grow - This role will constantly change with the needs of the business, be ready to challenge yourself and tackle any task that comes your way
- Can focus on varying work streams - This role will work across many functions, be ready to change your approach, focus, and mindset throughout the day
Responsibilities:
- Analyze user stories, technical design, and business logic
- Participate in story estimations and collaborate on approach ideation
- Participate in system implementation projects (e.g., requirements documentation, system configuration, test documentation or execution, issue identification, and resolution)
- Oversee functional test plans and acceptance criteria
- Help sprint teams work more efficiently when battling large system processes or leveraging our homegrown suites
- Execute and analyze core system functional tests
- Perform analysis and document data mappings for external system integrations
- Analyze, triage, and help answer escalated UAT and production issues and questions
- Assist with internal training and release elevation
Experience and Attributes:
- Requires a bachelor's degree in Information System, Computer Science, engineering or business related fields
- 2+ years of experience as a business systems, product, technical, or data analyst
- 2+ years of software system development experience, with primary focus in cloud technologies (preferably AWS)
- 2+ years of experience working in an agile team; familiar with JIRA and regular sprint cycles
- FinTech/Accounting (Tax) background is a plus
- Experience with SQL, Linux, data comparison and analysis, and API documentation tools
- Experience working with AI tools, such as Claude Code
- Ability to independently analyze complex data-centric issues and communicate possible root causes
- Desire to dig into problems and collaborate with product owners, other analysts, and developers to resolve complex system issues
- Ability to work with ambiguity in a rapidly changing business environment
- Strong interpersonal and written communication skills
#analytics #associate #full-time #LI-MJ1 #APEX
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.
Skills Required
- Bachelor's degree in Information Systems, Computer Science, Engineering, or business-related field
- 2+ years experience as a business systems, product, technical, or data analyst
- 2+ years software system development experience with a primary focus on cloud technologies (preferably AWS)
- 2+ years working in an Agile team; familiarity with JIRA and regular sprint cycles
- Experience with SQL, Linux, data comparison and analysis, and API documentation tools
- Experience working with AI tools (example: Claude Code)
- Ability to independently analyze complex data-centric issues and communicate root causes
- Strong interpersonal and written communication skills
- FinTech or Accounting (Tax) background
Apex Fintech Solutions Compensation & Benefits Highlights
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Healthcare Strength — Healthcare coverage is described as comprehensive, spanning medical, dental, vision, and mental‑health resources with HSA/FSA options and wellbeing perks. Feedback suggests premiums and plan choices are attractive, reinforced by offerings like a Calm subscription and musculoskeletal support.
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Leave & Time Off Breadth — Time‑off provisions include PTO, paid holidays, bereavement leave, volunteer time, and even sabbatical options. Feedback suggests the overall structure supports work‑life balance alongside a hybrid work model.
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Parental & Family Support — Family support includes paid parental leave and adoption assistance. Feedback suggests primary and partner leave are meaningfully covered, though exact durations should be confirmed in formal documents.
Apex Fintech Solutions Insights
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.
Gallery
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
















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