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

As a Data Analyst on our Cost Basis and Tax team, you are responsible for solving problems, performing detailed requirements analysis, documenting processes, and performing some software and data quality testing. To succeed in the role, you should have a natural analytical way of thinking and be able to explain difficult concepts to non-technical users.

Duties/Responsibilities

• Evaluating data flow and capture, anticipating requirements, uncovering areas for improvement, developing and implementing solutions.

• Ensuring solutions meet business needs and requirements. 

• Communicating results and trends to management with recommendations for change.

• Building, maintaining, and improving reporting to measure and track performance and understand desired customer behavior and use of the data output.

• Performing software and data quality testing. Understanding the full end-to-end process and desired outcome.

• Updating, implementing, and maintaining procedures.

• Creating useful data visualizations that help business leaders make decisions.

• Managing competing resources and priorities.

• Monitoring deliverables and ensuring the timely completion of projects.

• Automate manual tasks with the use of AI.

Education and/or Experience

• Bachelor's degree in Business Analytics, Data Science, Finance, Economics, or related field (or equivalent work experience) required

• 3+ years of experience in data analysis, business intelligence, or similar role

• Experience with cloud platforms, particularly GCP (BigQuery, Cloud Storage, Data Studio)

• Experience with BI tools (Tableau, Power BI, Looker, etc.)

Required Skills/Abilities

• Ability to influence stakeholders and work closely with them to determine acceptable solutions.

• Advanced technical skills, including SQL, data comparison, and analysis.

• Analytical mindset with ability to translate complex data into actionable insights.

• Excellent written and verbal communication skills.

• Detail-oriented with strong problem-solving abilities.

• Understanding of the financial services industry—especially back-office functions like cost basis and tax reporting, and use of APIs is a plus.

• Adaptability and willingness to learn new cloud technologies.

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Work Environment

• This job operates in a hybrid, office environment 3 days per week.

#engineering #full-time #associate #LI-MJ1 #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.

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, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.