Data Analyst

Austin, Chicago, Dallas, New York, Portland, Seattle

Applications have closed

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

We are looking for a seasoned data analyst to design, develop, and maintain robust dashboards, queries and reports that will highlight trends for new and existing KPIs. You will work closely with stakeholders to identify business problems, risks, and opportunities to build scalable solutions for operational, reporting, and analytical data needs. You'll serve as a subject matter expert for data analysis and visualization methods, tools, and best practices while using critical reasoning to understand the needs of stakeholders, gather requirements, and develop new or improved processes individually or by partnering with other engineering teams. As a Data Analyst at Apex you are free to explore unique solutions and try fresh ideas that will benefit our financial services business or their clients. You’ll collaborate with Apex's sharpest minds to use data to drive business decision making.  Working at Apex means that you’ll always be presented with a variety of new opportunities as you continue to enhance your skills.

If you are passionate about harnessing data that allows the business to make thoughtful decisions, then this role is for you.

Key Duties & Responsibilities:

  • Use analytical reasoning to understand the needs of stakeholders, generate requirements, and develop new or improve existing processes individually or by partnering with engineering teams
  • Design, develop, document, test, and maintain dashboards, queries and reports to highlight trends for new and existing KPIs.
  • Respond to data requests from internal stakeholders by designing, developing, documenting, and validating SQL queries for completeness and accuracy.
  • Build scalable solutions for operational, reporting, and analytical data needs.
  • Innovate on new ways to access information and methods for analyzing data.
  • Identify and interpret trends and patterns in datasets to locate business problems, risks, and opportunities.
  • Continuously gain a deeper understanding of the data to understand downstream effects.

The Expertise and Skills You Bring:

  • Bachelor’s degree (or equivalent related experience)
  • 2+ years professional experience in Data/Business Analyst roles
  • Finance industry experience (preferably FinTech)
  • 2+ years SQL knowledge and hands-on experience with transactional and relational databases to assemble and analyze complex data from multiple sources
  • Proficiency in at least one data visualization tool such as Sisense, Tableau, Looker, Sigma, or PowerBI
  • Proven interpersonal and communication skills with strong critical thinking and attention to detail
  • Demonstrated ability to research, manipulate, and analyze raw data to translate data trends into meaningful business insights and draw actionable recommendations.
  • Strong analytical mind-set with an ability to identify, interpret, and visualize the patterns in datasets to tell the story behind the data.
  • Ability to develop credibility and build partnerships with key contacts across the organization to facilitate efficiency, knowledge sharing, and opportunities for cross collaboration.

Apex currently requires all employees as a condition of employment to either be fully vaccinated for COVID-19 or submit to regular testing. The CDC defines "fully vaccinated" as two weeks after the second dose for Pfizer and Moderna, and two weeks after the single dose of Johnson & Johnson. Apex will also require proof of vaccination and/or testing. Apex will also consider requests for exemption from these requirements as a reasonable accommodation for medical reasons or sincerely held religious beliefs. *Please note this requirement is ONLY for US Offices. 

* Salary range is an estimate based on our salary survey at

Tags: APIs Data analysis Data visualization Engineering Finance FinTech KPIs Looker Power BI Research SQL Tableau Testing

Region: North America
Country: United States
Job stats:  7  0  0
Category: Analyst Jobs

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