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 motivated and detail-oriented Strategy & Analytics Intern to join our dynamic team. This internship is an excellent opportunity to gain hands-on experience in business strategy, project management, client data analysis, and financial modeling. You’ll contribute to the operational efficiency and innovation within our brokerage services entity and help us exceed company goals while delivering exceptional results to our clients.
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:
Conduct competitive landscape research on outsourced broker-dealers, RIAs, full-service introducing broker-dealers, and BPO providers.
Map competitor technology, service models, and product offerings.
Analyze key workflows (e.g., B2B2C account opening) to surface friction points, differentiators, and opportunities.
Build a structured gap-analysis matrix and deliver a concise findings report with actionable recommendations.
Create process maps and visuals in Visio; track scope, tasks, assumptions, and progress in JIRA.
Develop a planner framework and technical plan to embed affiliates within products and customer flows.
Define and prioritize hypotheses for additional revenue streams (e.g., paid affiliate leads).
Model costs, revenue, unit economics, and scenarios; evaluate risks, benefits, and compliance considerations.
Document integration requirements, architecture touchpoints, and an implementation roadmap with milestones.
Prepare presentations and readouts to communicate recommendations, pilot design, success criteria, and go/no-go inputs to stakeholders.
Requirements & Nice to Haves:
Experience with Microsoft suite - Excel, PowerPoint, etc
Program Management Experience
Data Manipulation Experience in Excel or SQL
Exposure to JIRA and/or Visio (Nice to Have)
Power BI (Nice to Have)
Consulting Club or Experience (Strong Plus)
Market Research Experience (Nice to Have)
Industry Knowledge - Brokerage & Investing (Nice to Have)
Education and Experience:
Currently pursuing or recently completed a degree in Economics, Marketing, Analytics, MIS, Information Technology, or a related field.
Rising Senior standing, Aug 2026 – Jun 2027 graduate
Excellent communication and teamwork skills for cross-functional collaboration.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
General interest in Fintech.
Work Environment:
This internship operates on a hybrid schedule in Austin.
This internship operates in a 4 day a week in office environment.
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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