Strategy & Analytics Intern

Apex Fintech Solutions • Austin, TX

31d • $25 • Hybrid

About The Position

We are seeking a motivated and detail-oriented Strategy & Analytics Intern to join our dynamic team. This internship is an excellent opportunity to gain hands-on experience in business strategy, project management, client data analysis, and financial modeling. You’ll contribute to the operational efficiency and innovation within our brokerage services entity and help us exceed company goals while delivering exceptional results to our clients. 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.

Requirements

• Experience with Microsoft suite - Excel, PowerPoint, etc
• Program Management Experience
• Data Manipulation Experience in Excel or SQL
• Currently pursuing or recently completed a degree in Economics, Marketing, Analytics, MIS, Information Technology, or a related field.
• Rising Senior standing, Aug 2026 – Jun 2027 graduate
• 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.

Nice To Haves

• Exposure to JIRA and/or Visio
• Power BI
• Consulting Club or Experience (Strong Plus)
• Market Research Experience
• Industry Knowledge - Brokerage & Investing

Responsibilities

• Conduct competitive landscape research on outsourced broker-dealers, RIAs, full-service introducing broker-dealers, and BPO providers.
• Map competitor technology, service models, and product offerings.
• Analyze key workflows (e.g., B2B2C account opening) to surface friction points, differentiators, and opportunities.
• Build a structured gap-analysis matrix and deliver a concise findings report with actionable recommendations.
• Create process maps and visuals in Visio; track scope, tasks, assumptions, and progress in JIRA.
• Develop a planner framework and technical plan to embed affiliates within products and customer flows.
• Define and prioritize hypotheses for additional revenue streams (e.g., paid affiliate leads).
• Model costs, revenue, unit economics, and scenarios; evaluate risks, benefits, and compliance considerations.
• Document integration requirements, architecture touchpoints, and an implementation roadmap with milestones.
• Prepare presentations and readouts to communicate recommendations, pilot design, success criteria, and go/no-go inputs to stakeholders.

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
• hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Number of Employees: 501-1,000 employees