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
Company Overview:
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 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:
-
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
Job Summary:
We are seeking a detail-oriented and analytical Business Analyst Intern to support initiatives related to client success and business growth. You will work with the Cost Basis, Tax Operations, and Tax Portal Operations teams to analyze data, identify process improvements, and contribute to strategic projects that enhance efficiency and the overall client experience. This role provides a unique opportunity to gain hands-on experience in analyzing operational processes, assisting with decision-making, and supporting key business functions in a dynamic environment.
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:
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Collaborate with internal teams to identify areas where operational efficiencies can improve client outcomes.
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Analyze data and workflows to uncover trends, gaps, and opportunities for improvement in Cost Basis, Tax Operations, and Tax Portal-related services.
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Support the delivery of recommendations to management for improving processes and systems that drive client satisfaction and business growth.
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Work with the team to identify opportunities for improved data validation and reporting processes.
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Document processes and create reports to communicate insights and recommendations to stakeholders.
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Identify patterns and trends from operational data to inform key business decisions.
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Outline actionable recommendations based on analysis to improve processes and drive efficiencies in operations.
Education and Experience:
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Currently pursuing or recently completed a degree in Business Administration, Finance, Economics, Data Analytics, or a related field.
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Senior standing, May 2026 graduate
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Proficiency in Excel, or similar tools (experience with data visualization tools like, Looker, Tableau or Power BI is a plus).
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Strong analytical skills and attention to detail, with experience in data analysis.
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Basic understanding of platform services and metrics creation is a plus.
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Excellent communication and teamwork skills for cross-functional collaboration.
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Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
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General interest in Fintech.
Work Environment:
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This internship operates in an office environment.
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This internship operates on a hybrid schedule in Austin, TX.
Salary:
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$25 per hour.
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.
EEO Statement: Apex Fintech Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at Apex Fintech Solutions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
#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.
