October 16, 2024

Associate Business Analyst (ALDP)

Mid • On-site

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
The Associate Business Analysts will be part of the Apex Leadership & Development Program (ALDP), a cohort based, early career program designed to enable success through an intensive 6-8 week cross-functional training program focused on exploring the financial services industry and lines of businesses across Apex. The program is designed for recent college graduates and will provide ongoing education and career development opportunities. The Associate Business Analyst will interact with the company's leaders by driving analysis, projects, and specific tasks relevant to their department.
This opportunity is expected to begin late June 2025.
Duties/Responsibilities:

  • Create requirements and specifications for business solutions
  • Conduct business analysis and research to identify key metrics and opportunities for improvement
  • Develop processes and procedures to ensure business solutions meet strategic goals
  • Ensure business processes are running in accordance with prescribed methodologies
  • Consult with key stakeholders to determine business objectives and success factors
  • Collaborate with team members to collect, analyze, and evaluate information from multiple sources including
  • Present findings and recommendations to stakeholders
  • Write and document business requirements, functional requirements, and design specifications
  • Work cross-functionally to develop solutions that meet business requirements
  • Continuously improve existing business processes and strive to develop new ones to improve efficiency


Required Skills/Abilities:

  • Ability to start late June 2025 alongside other cohort members
  • Strong problem-solving and management skills
  • Excellent communication and analytical skills
  • Business writing experience a plus
  • Experience in project management
  • Working knowledge of spreadsheets, relational databases, and basic computer science
  • Proficiency in Microsoft Office applications (e.g. Excel, Word, PowerPoint, etc.) and Google Suite
  • Data visualization and data analysis experience not required, but preferred
  • Experience with project management tools such as Jira, Trello, and Confluence
  • Eligibility to work in the US without employer sponsorship


Education and/or Experience:

  • Bachelor's degree in any business-related major, preferably finance or economics, or a related degree with business experience
  • Minimum requirement of a 2.5 cumulative GPA


Work Environment:

  • This opportunity operates in an office environment 3 days a week in Austin, TX
  • This opportunity operates in a fast paced, dynamic environment


We'd love to hear about:

  • Exceptional problem-solving skills with high attention to detail
  • Curiosity to learn and a drive to improve
  • Ability to thrive in collaborative environments
  • Effective communication skills
  • Demonstrated leadership ability
  • Interest in financial markets and fintech


#operations #entry-level #full-time #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.
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.