Strategy & Analytics Intern

Company Overview: 

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 have offices in Austin, New York, Chicago, 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 

Job Summary: 

We are seeking a highly motivated Strategy & Analytics Intern to join our team and assist with the large-scale client migration initiative to transform our systems to the Ascend platform. This intern will play an integral role in supporting our efforts to refine workflows, analyze data, and help teams execute client conversions 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: 

• Support the collection and analysis of client and operational data to ensure that client migrations are smooth, aligned with project timelines, and well-resourced. 

• Analyze gaps in client readiness for migration and provide recommendations to improve conversion success rates. 

• Create dashboards and visualizations to track migration progress and client statuses throughout the onboarding process. 

• Coordinate and communicate with internal teams to gather requirements, resolve bottlenecks, and streamline the migration process. 

• Work closely with client-facing teams to understand challenges in the migration process and proactively suggest solutions to mitigate risks. 

Education and Experience: 

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

• Senior standing, May 2026 graduate 

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

• Familiarity with data visualization tools such as Tableau, Power BI, or similar platforms. 

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

• 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.  

Work Environment: 

• This internship operates in an office environment. 

• This internship operates on a hybrid schedule in Austin, TX, Chicago, IL.  

Salary: 

• $25 per hour. 

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. 

EEO Statement: Apex Fintech Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at Apex Fintech Solutions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.