Associate Business Analyst - ALDP
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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Los Angeles, Portland, and Belfast.
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
The Associate Business Analysts will be part of Apex's Apex Leadership & Development Program (ALDP) designed to enable success through an intensive 6-8 week cross-functional training program to learn financial services and align to a specific department. The program will also provide ongoing education and career development. The Associate Business Analystwill interact with the company's leaders by driving analysis, projects, and specific tasks relevant to their department.
Duties/Responsibilities:
- Create requirements and specifications for business solutions
- Conduct business analysis and research to identify key metrics and opportunities for improvement
- Develop processes and procedures to ensure business solutions meet strategic goals
- Ensure business processes are running in accordance with prescribed methodologies
- Consult with key stakeholders to determine business objectives and success factors
- Collaborate with team members to collect, analyze, and evaluate information from multiple sources including
- Present findings and recommendations to stakeholders
- Write and document business requirements, functional requirements, and design specifications
- Work cross-functionally to develop solutions that meet business requirements
- Continuously improve existing business processes and strive to develop new ones to improve efficiency
Required Skills/Abilities:
- Strong problem-solving and management skills
- Excellent communication and analytical skills
- Business writing experience a plus
- Experience in project management
- Working knowledge of spreadsheets, relational databases, and basic computer science
- Proficiency in Microsoft Excel and Google Suite
- Data visualization and data analysis experience not required but preferred
- Experience with project management tools such as Jira, Trello, and Confluence
Education and/or Experience:
- Bachelor's degree in business administration, finance, or related field
Work Environment:
- This opportunity operates in an office environment 8- 12 days per month
- This opportunity operates in a fast paced rapidly changing environment