Trade Analyst

WHO WE ARE

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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, 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

ABOUT THIS ROLE

Apex Fintech Solutions is seeking a motivated and detail-oriented Trade Analyst to join our team. This critical role will focus on analyzing trade flows, market trends, and economic conditions to optimize desk operations, support decision-making processes, and enhance trading analytics. The ideal candidate will demonstrate exceptional analytical skills, possess a strong aptitude for data-driven decision-making, and have expertise in trading platforms and tools.

Duties/Responsibilities

• Support real-time trading analytics across AFS trading businesses, including Apex Clearing Corporation and CODA.

• Assist in data collection, analysis, and reporting to ensure compliance with best execution standards and execution quality metrics.

• Produce, review, and analyze order and execution data to provide actionable insights for the trade desk, trading product teams, and Apex clients.

• Contribute to reporting automation initiatives to improve efficiency and streamline operations.

• Provide data analytics support for additional Apex business lines, including ad hoc projects as needed.

• Assist in fixed income trading analytics, including best execution evaluation, and billing support.

• Collaborate with stakeholders across trading desks, product teams, and business lines to deliver timely, accurate insights and reports.

• Monitor and evaluate market trends and economic conditions to inform the trading desk’s decision-making process.

• Make recommendations to improve processes, optimize execution strategies, and ensure consistent operational excellence.

Education and/or Experience

• Bachelor’s degree in Finance, Economics, Business, Data Analytics, or a related field (or equivalent work experience) required

• Experience in trading analytics, trade desk operations, market research, or a similar role within the financial services industry.

• Experience in trading platforms and data analysis tools (e.g., SQL, Python, Excel)

Required Skills/Abilities

• Solid knowledge of custody and clearing functions, trading products, and financial market structures.

• Familiarity with financial markets, best execution frameworks, and billing processes is a strong plus.

• Analytical thinker with the ability to synthesize complex data and provide clear, actionable insights.

• Strong attention to detail with a commitment to accuracy and quality in analysis and reporting.

• Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders.

• Self-motivated and able to manage multiple responsibilities in a fast-paced, dynamic environment.

• Adept at problem-solving and process improvement, with a focus on driving operational efficiency.

Work Environment

• This job operates in a hybrid, office environment.

#full-time #Trading #LI-JC1 #APEX

​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.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

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. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.