Project Management Intern (Clients)

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 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)  

• Industry Knowledge - Brokerage & Investing (Nice to Have) 

Work Environment

• This internship operates on a hybrid schedule in NYC. 

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

#strategic initiatives #internship #APEX

​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.

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