Project Management Intern (Clients)

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

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.

Education and/or Experience

• 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.

Required Skills/Abilities

• 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)