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About the Role
The Business Analyst (GSD) role focuses on developing strategic frameworks to optimize operational processes, ensuring alignment with compliance regulations and active risk mitigation. This role emphasizes strategy-driven problem-solving, project coordination, and achieving efficient, regulatory-compliant operational objectives.
Responsibilities
- Analyze existing operations for efficiency improvements, identify risks, and implement mitigation measures.
- Collaborate with subject matter experts to create strategies that enhance workflows, increase productivity, and maintain compliance.
- Coordinate projects across departments to ensure milestones and goals are met on time and within regulatory guidelines.
- Develop high-level plans for operational improvements, integrating compliance measures and addressing risk factors.
- Assist departments in writing or adjusting processes and procedures to align with new strategies and requirements.
- Focus on strategic planning, metrics generation, operational analysis, and risk management to support efficiency, growth, and regulatory adherence.
Requirements
- Developing skills in strategy development, strategic analysis, and decision-making.
- Understanding of risk mitigation and compliance principles.
- Proficient in basic project coordination, supporting cross-departmental efforts.
- Ability to identify and address risks to maintain compliance with regulatory requirements.
- Foundational understanding of operations, organizational workflows, and regulatory requirements.
- Growing ability to propose, communicate, and assist in coordinating strategic initiatives for operational improvements.
- Support risk management and compliance efforts.
- Working knowledge of and comfort using SQL, Excel, and AI tools for data analysis, reporting, and process improvement.
Skills
- Strategy development
- Strategic analysis
- Decision-making
- Risk mitigation
- Compliance principles
- Project coordination
- SQL
- Excel
- AI tools
- Data analysis
- Reporting
- Process improvement
Location
- Austin
- Dallas
- Chicago
- New York
- Portland
- Belfast
- Manila
Work Type
- Hybrid
Experience Level
- Associate
Benefits
- Healthcare benefits (medical, dental and vision, EAP)
- Competitive PTO
- 401k match
- Parental leave
- HSA contribution match
- Paid subscription to the Calm app
- Generous external learning and tuition reimbursement benefits
About the Company
- 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.
- Apex's robust suite of fintech software enables them to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others, powering access to the stock market for over 22+ million end customers.
- Apex is changing how the securities industry operates by reinventing the status quo, digitizing and democratizing systems so that everyone has an opportunity to invest.
- Apex is a global team with a clear vision: to be the trusted technology that powers the digital economy.
- Apex has offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila, with over 1,000 employees.
- Apex is recognized for its innovative work, purpose-driven nature, and collaborative culture.
- Awards include: Best Places to Work (2023-2026), WealthTech of the Year (2025), and The World’s Top 250 Fintech Companies (2024).
Equal Opportunity
- 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.
- Hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
- Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities.
- Dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.
- Requests for reasonable accommodations to participate in the application or interview process should be submitted via the Candidate Accommodation Requests Form.