Senior Research Analyst

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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
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
As a Senior Research Analyst at Apex Fintech Solutions you are free to explore unique solutions and try fresh ideas that will benefit our financial services business or their clients. You'll collaborate with Apex's sharpest minds to use data to drive business decision making. The role will drive the advancement of business intelligence within the firm and address the analytical needs of
internal teams at Apex Fintech Solutions such as operations, sales, marketing, business units, and technology teams. The idea candidate should have experience in leveraging tools for utilizing data to make data-informed decisions and drive action across the organization.
Working at Apex means that you'll always be presented with a variety of new opportunities as you continue to enhance your skills. f you are passionate about harnessing data that allows the business to make thoughtful decisions, then this role is for you.
Duties/Responsibilities

• Apply analytical reasoning to understand the needs of stakeholders, generate requirements, and develop new or improve existing processes individually or by partnering with various teams
• Design, develop, document, test, and maintain dashboards, queries and reports to highlight trends for new and existing KPIs
• Respond to data requests from internal stakeholders by designing, developing, documenting, and validating SQL queries for completeness and accuracy
• Build scalable solutions for operational, reporting, and analytical data needs
• Innovate on new ways to access information and methods for analyzing data
• Identify and interpret trends and patterns in datasets to locate business problems, risks, and opportunities
• Communicate regularly with key stakeholders to ensure the quality of data products
• Continuously gain a deeper understanding of the data to understand downstream effects

Education and/or Experience

• Bachelor's degree in a technical field (or equivalent related experience) required
• 5+ years professional experience in Data/Business Analyst roles, preferably in financial services
• 3+ years SQL knowledge and hands-on experience with transactional and relational databases to assemble and analyze complex data from multiple sources
• 2+ year of experience with a business intelligence tool such as Looker, Tableau, Power BI, etc.

Required Skills/Abilities

• Ability to research and analyze raw data to identify data-related issues and provide solutions to improve data quality
• Ability to develop credibility and build partnerships with key contacts across the organization to facilitate efficiency, knowledge sharing, and opportunities for cross collaboration
• Familiarity with project management and documentation tools such as Atlassian Jira and Confluence
• Strong interpersonal and communication skills with strong critical thinking and attention to detail
• Strong analytical mind-set with an ability to identify, interpret, and visualize the patterns in datasets to tell the story behind the data

Work Environment

• This job operates in an office environment

​ 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.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.