Product Business Analyst (Alternative Investments and Mutual Funds)

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:

• 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 Product Business Analyst (Alternative Investments and Mutual Funds) will develop business strategies, optimize operations, and ensure regulatory compliance. You'll analyze data, collaborate across teams, and design efficient processes to support internal stakeholders and clients managing complex alternative investments and mutual funds.

Duties/Responsibilities

• Data-Driven Strategy: Collect, analyze, and report data to guide business strategy, trends, and performance.

• Cross-Functional Collaboration: Work with Compliance, Technology, Legal, and Operations teams to align workflows with organizational goals.

• Process Design: Evaluate and improve workflows for investment products like private equity, hedge funds, and mutual funds with a focus on automation and risk controls.

• Compliance Management: Update processes and procedures in response to regulatory changes and establish internal controls for compliance.

• Client Engagement: Deliver insights and recommendations to clients and leadership, assisting in complex investment challenges.

• Continuous Improvement: Identify tools, technology, and trends to improve organizational capabilities in alternative investments and mutual funds.

Education and/or Experience

• Bachelor’s degree in Business, Finance, Economics, or a related field (or equivalent work experience) required

• 2+ years of experience in business/financial analysis, mutual funds, or alternative investments.

• FINRA SIE and Series 7 Licenses required (or willingness to obtain)

Required Skills/Abilities

• Advanced Excel proficiency, familiarity with SQL, and experience with visualization tools (e.g., Tableau, Power BI).

• Practical knowledge of Confluence and JIRA.

• Strong analytical capabilities for interpreting large datasets and actionable problem-solving.

• Strong verbal and written communication, with the ability to present insights clearly to senior stakeholders.

• Proven ability to manage cross-functional initiatives in a dynamic, fast-paced environment.

• Flexible mindset adaptable to innovation, ambiguity, and changing priorities.

Work Environment

• This job operates in a hybrid, office environment.

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​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, se