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, 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:
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2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
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2021 Most Innovative Companies - presented by Fast Company
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2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
Job Title: Strategy and Analytics Intern
Location: Remote NYC
Season: Spring
Hours: 15 hours /wk
Key Responsibilities:
- Assist in the development and implementation of strategic initiatives that support the firm’s business objectives.
- Conduct complex data analysis to identify trends, patterns, and insights related to market behaviors and operational efficiency.
- Collaborate with various teams to collect data and use advanced analytical techniques to improve decision-making processes.
- Participate in the creation of detailed reports and presentations for senior management to help inform on key strategic decisions.
- Support the continuous improvement of analytical tools and methodologies used within the strategy team.
- Engage in project management activities, ensuring that key project deliverables are met on time and within scope.
- Contribute to the evaluation of new technologies and systems to enhance the firm’s analytical capabilities.
Qualifications:
- Currently pursuing a degree in Finance, Economics, Statistics, Mathematics, or a related field.
- Strong analytical skills and proficiency in Excel & Powerpoint. SQL, and statistical software (e.g., SAS, R, Python) a plus.
- Excellent problem-solving abilities and a keen eye for detail.
- Ability to translate complex data into actionable insights.
- Strong communication skills, capable of presenting ideas clearly and effectively in both written and verbal forms.
- Prior experience in analytics or strategy through coursework or previous internships is preferred.
- Demonstrated interest in the financial services industry, particularly in clearing services and risk management.
What We Offer:
- Direct mentorship from experienced professionals in the field.
- Exposure to real-world problems in the finance clearing industry with opportunities to make impactful contributions.
- A collaborative work environment that fosters personal and professional development.
- Networking opportunities within the company and the broader financial industry.
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.
Salary Range
$0-$50
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
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 We Do
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation.
To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do.
We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
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.