Revenue Strategy Intern

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

As a Revenue Strategy Intern, you will be instrumental in contributing to the 2026 Apex Finance goals and have the opportunity to analyze diverse data streams to guide strategic planning and enhance operational efficiency across the company. You will engage with multiple areas of the business, providing reporting, analysis, and insights that support decision-making and business growth. Your ability to adapt, collaborate, and drive solutions will be crucial to your success.

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   

Key Responsibilities: 

• Reporting and Analysis: Develop regular reports for different departments to assess trends and business performance, identifying opportunities for improvement and supporting strategic decisions. 

• Cross-functional Collaboration: Work closely with teams in Sales, Partnerships, Corporate Development, Strategy, Pricing, and Product Marketing to implement data-driven strategies. 

• Problem Solving: Utilize analytical techniques to address complex business problems, interpreting data, and providing actionable insights. 

• Insight Presentation: Communicate findings and recommendations to senior management and cross-functional teams to shape company strategies and objectives. 

• Data Integrity: Ensure accuracy and consistency across all data and reports, implementing best practices in data management and usage. 

• Continuous Improvement: Proactively seek opportunities to enhance the analytical capabilities of the department, including incorporating new data sources and analytical tools. 

Education and Experience: 

• Currently pursuing or recently completed a degree in Business Administration, Finance, Data Analytics, Management Informatics & Systems, or a related field. 

• Senior standing, May 2027 graduate 

• Strong analytical skills and attention to detail, with experience in data analysis. 

• Working knowledge of Microsoft Excel and PowerPoint.

• Basic understanding of our tools (Salesforce, JIRA, Miro)

• 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, Custody, and Clearing.

Work Environment: 

• This internship operates in a hybrid 4-day-a-week in-office environment.