What are the responsibilities and job description for the Business Analyst position at Apex Fintech Solutions?
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
The Business Analyst will serve as a vital link between our information technology capacity and our business objectives by supporting and ensuring the successful completion of analytical, building, testing, and deployment tasks of our software product’s features supporting the Wealth offering. The successful candidate will work closely with internal departments to understand business requirements, develop effective solutions, and ensure the seamless integration of technology solutions in meeting business needs.
Duties/Responsibilities
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
$78,200-$97,750
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.
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
The Business Analyst will serve as a vital link between our information technology capacity and our business objectives by supporting and ensuring the successful completion of analytical, building, testing, and deployment tasks of our software product’s features supporting the Wealth offering. The successful candidate will work closely with internal departments to understand business requirements, develop effective solutions, and ensure the seamless integration of technology solutions in meeting business needs.
Duties/Responsibilities
- Data Analysis and Interpretation: Analyze complex data streams and translate them into actionable insights. Develop and utilize dashboards effectively.
- Requirements Gathering: Elicit, capture, analyze and document business, functional, and technical requirements. Conduct requirements workshops, stakeholder interviews, and focus groups to gather inputs.
- Process Improvement: Identify and implement process improvements, suggesting changes to streamline operations and enhance services.
- Project Management: Oversee project efforts, coordinating teams, managing timelines, and ensuring resources are used efficiently.
- Solution Assessment and Validation: Critically evaluate information gathered from multiple sources, reconcile conflicts, and decompose high-level information into details.
- Stakeholder Management: Work closely with stakeholders to understand and ensure their needs are being met.
- Reporting: Prepare detailed reports by collecting, analyzing, and summarizing information and trends.
- Risk Management: Identify potential risks and vulnerabilities, and work proactively to mitigate them.
- Bachelor’s degree in Business Administration, Finance, Computer Science, Information Systems, or related field (or equivalent work experience) required.
- 3 years of prior experience in business analysis or a related field.
- Experience in finance technology with a deep understanding of related regulatory and compliance requirements preferred.
- Experience with CRM and ERP systems preferred.
- Experience in an Agile/Scrum work environment highly preferred.
- Certification of Competency in Business Analysis™ (CCBA®) or Certified Business Analysis Professional™ (CBAP®) preferred.
- Analytical Skills: Ability to work with large amounts of information and see the ‘bigger picture’.
- Communication Skills: Clear and concise written and verbal communication skills, proficient in articulating complex ideas.
- Interpersonal Skills: Strong relationship-building and influencing skills, with the ability to work collaboratively with teams across the business.
- Problem-Solving Skills: Strong problem-solving skills, with a creative and pragmatic approach to overcoming challenges.
- Technical Skills: Proficiency in Microsoft Office Suite, particularly Excel, Miro, Jira, Confluence, and familiarity with programming/scripting languages like Python or R is advantageous.
- Technical Proficiency: Strong proficiency with SQL and experience using data visualization tools (e.g., Tableau, Power BI) preferred.
- This job operates in a hybrid, office environment 3 days per week.
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
$78,200-$97,750
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.
Salary : $78,200 - $97,750