What are the responsibilities and job description for the Project Management Intern (Clients) position at Apex Fintech Solutions?
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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, 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:
We are seeking a motivated Intern to join our dynamic team! This internship is an excellent opportunity to gain hands-on experience in business strategy, client data analysis, and financial modeling. As an intern, you will play a vital supporting role in helping us exceed company goals and deliver exceptional results to our clients.
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.
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
$16-$28
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 (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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, 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
We are seeking a motivated Intern to join our dynamic team! This internship is an excellent opportunity to gain hands-on experience in business strategy, client data analysis, and financial modeling. As an intern, you will play a vital supporting role in helping us exceed company goals and deliver exceptional results to our clients.
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.
Duties/Responsibilities
- Organize, track, and report on company and customer goals.
- Develop presentations based on initial proposals to support strategic decision-making.
- Analyze client data, including trades, assets, and initiatives, to provide actionable insights.
- Conduct general research on industry trends and assess impacts on the company as well as clients.
- Assist with financial modeling by forecasting client revenue streams and identifying new revenue opportunities.
- Currently pursuing or recently completed a degree in Business Administration, Finance, Product Management, or a related field.
- Rising Senior standing, Aug 2026 – Jun 2027 graduate
- Excellent communication and teamwork skills for cross-functional collaboration.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- General interest in Fintech.
- Experience with Microsoft suite - Excel, PowerPoint, etc
- Program Management & Time Management skills
- 3.3 GPA
- Financial Modeling and Analysis (Nice to Have)
- Salesforce or CRM experience (Nice to Have)
- Industry Knowledge - Brokerage & Investing (Nice to Have)
- This internship operates on a hybrid schedule in NYC.
- This internship operates in a 4 day a week in 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.
Salary Range
$16-$28
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 : $16 - $28
