Data 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

We are seeking a highly motivated Data Strategy Intern to join our team. This intern will play an integral role in supporting our efforts to refine workflows, analyze data, and help teams execute efficiently. This role combines elements of strategy development, data analysis, and client implementation support—offering you hands-on experience in executing projects at scale. 

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: 

• Data Analysis and Research: Conduct analysis and research on industry trends, prospects, clients, and competitors  

• Project Management: Support revenue operations projects and manage initiatives that track client revenues & cost allocations, streamline vendor process management, and identify revenue or cost-saving opportunities  

• Process Documentation: Work with stakeholders to collaborate across Product, Business, and Customer Service to develop internal and client-facing policies  

• Process Creation, Optimization, and Automation: Create efficiency-oriented processes to streamline operations  

• Collaboration: Work closely and cross-functionally with members of Sales, Marketing, Finance, Operations, Relationship Management and Solutions teams 

Education and Experience: 

• Currently pursuing or recently completed a degree in Business Administration, Math, Stats, Econ, Data Analytics, MIS, Information Technology, or a related field. 

• Senior standing, May 2027 graduate 

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

• Familiarity with SQL. 

• Basic understanding of platform services and metrics creation is a plus. 

• Strong knowledge of Microsoft Excel, Word, and PowerPoint  

• Ability to think strategically and solve problems  

• Strong track record of independent work and leadership ability  

• An analytical mind, willing to continually roll up your sleeves and dig deeper into everything put in front of you  

• Excellent informal and formal written, verbal, and presentation communication skills  

• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. 

• General interest in Fintech.  

Preferred Skills: