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
We are seeking a highly motivated Data Strategy Intern to join our team. This intern will play an integral role in supporting our efforts to refine workflows, analyze data, and help teams execute efficiently. This role combines elements of strategy development, data analysis, and client implementation support—offering you hands-on experience in executing projects at scale.
To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program
Key Responsibilities:
Data Analysis and Research: Conduct analysis and research on industry trends, prospects, clients, and competitors
Project Management: Support revenue operations projects and manage initiatives that track client revenues & cost allocations, streamline vendor process management, and identify revenue or cost-saving opportunities
Process Documentation: Work with stakeholders to collaborate across Product, Business, and Customer Service to develop internal and client-facing policies
Process Creation, Optimization, and Automation: Create efficiency-oriented processes to streamline operations
Collaboration: Work closely and cross-functionally with members of Sales, Marketing, Finance, Operations, Relationship Management and Solutions teams
Education and Experience:
Currently pursuing or recently completed a degree in Business Administration, Math, Stats, Econ, Data Analytics, MIS, Information Technology, or a related field.
Senior standing, May 2027 graduate
Strong analytical skills and attention to detail, with experience in data analysis.
Familiarity with SQL.
Basic understanding of platform services and metrics creation is a plus.
Strong knowledge of Microsoft Excel, Word, and PowerPoint
Ability to think strategically and solve problems
Strong track record of independent work and leadership ability
An analytical mind, willing to continually roll up your sleeves and dig deeper into everything put in front of you
Excellent informal and formal written, verbal, and presentation communication skills
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
General interest in Fintech.
Preferred Skills:
Experience with Claude Agentic AI
System Design
Data Base Structure
Work Environment:
This internship operates in an office environment.
This internship operates on a hybrid schedule in Austin, TX or Dallas, TX
Salary:
$25 per hour.
#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.
Gallery
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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