Technical Documentation Business Analyst

Posted 2 Hours Ago
2 Locations
Hybrid
Entry level
Fintech • Software • Financial Services
Apex Fintech Solutions aims to enable frictionless investing for everyone.
The Role
Maintain and improve technical documentation workflows by analyzing product changes, coordinating releases, managing documentation tickets, and validating update requests. Build dashboards and reports using client usage data, support cross-functional planning, and evaluate AI tools, platforms, and automations. Partner with engineers, product managers, subject matter experts, and client-facing teams to improve documentation quality, consistency, and operational efficiency.
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

As the Technical Documentation Business Analyst, you will play a key role in maintaining the quality, accuracy, and organization of our technical documentation. You'll collaborate closely with Subject Matter Experts, Product Managers, and Engineers to ensure our documentation keeps pace with product updates and meets a high bar for clarity and usability. This role suits a detail-oriented person who's comfortable managing multiple work streams in a fast-paced environment.

Key Responsibilities:
  • Analyze feature changes and updates to determine whether new or updated documentation is needed
  • Ensure new features and updates are properly described, documented, and ticketed
  • Manage the release process for documentation updates, coordinating timing across teams to ensure changes are published accurately and on schedule
  • Partner with client-facing teams to collect, evaluate, and validate documentation bugs and update requests, ensuring they're accurately scoped and ready for assignment
  • Ensure documentation requests from internal and external sources (email, Slack, etc.) are logged and properly ticketed
  • Prioritize and manage the documentation team's ticket backlog based on impact and urgency
  • Support team planning by helping create and manage tickets across epics
  • Monitor client usage statistics to identify opportunities for documentation improvement
  • Build and maintain dashboards and reports that provide actionable insights to partner-facing teams
  • Manage updates to AI-driven documentation, and use AI tools to test, validate, and improve documentation quality
  • Triage changes generated by AI-driven documentation tools
  • Evaluate and recommend tools, platforms, and automations that enhance operational effectiveness across the organization
  • Map, analyze, and redesign processes to improve efficiency, reduce manual effort, and ensure consistency across documentation workflows

Preferred Qualifications

  • Bachelor's degree in Business Administration, Communications, Technical Writing, or a related technical field
  • Experience in technical documentation or business analysis within a tech or fintech environment
  • Familiarity with API structures and software development processes
  • Strong communication and collaboration skills, with experience managing projects across multiple teams
  • Proficiency with tools like Slack, JIRA, Confluence, or similar platforms
  • A problem-solver with strong attention to detail and an interest in applying AI tools to documentation workflows

Why Join Us

  • You will be part of a team at the forefront of fintech innovation, in an environment that rewards proactive thinking and rewards new ideas.
  • This role offers the chance to directly shape the documentation experience for users worldwide while growing your expertise in both technical writing and AI-assisted workflows.

#businessanalyst #associate #fulltime #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 Business Administration, Communications, Technical Writing, or a related technical field
  • Experience in technical documentation or business analysis within a technology or fintech environment
  • Familiarity with API structures and software development processes
  • Strong communication and collaboration skills, including experience managing projects across multiple teams
  • Proficiency with Slack, JIRA, Confluence, or similar platforms
  • Strong problem-solving and attention-to-detail skills, with interest in applying AI tools to documentation workflows

What the Team is Saying

Apex Fintech Solutions Compensation & Benefits Highlights

  • Healthcare Strength Healthcare coverage includes comprehensive medical, dental, and vision options alongside mental-health resources and a paid Calm app subscription. HSA/FSA programs, EAP access, and disability/life coverage reinforce overall health support.
  • Retirement Support A 401(k) with employer match—often specified as 50% of the first 6% in the U.S.—and pension/match options in the U.K. provide meaningful long-term savings support.
  • Leave & Time Off Breadth Time-away benefits include three weeks of PTO for full-time employees that increases to four weeks after five years, plus paid holidays, sick and bereavement leave, volunteer time, and a sabbatical option.

Apex Fintech Solutions Insights

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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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