Business Analyst (GSD)

peak6group; Dallas (TX); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Healthcare benefits

PTO

401k match

Parental leave

HSA match

Calm app

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions seeks a Business Analyst (GSD) to optimize operational processes with a strong focus on regulatory compliance and risk mitigation. You will collaborate with experts to streamline workflows, support cross‑department projects, and help write updated procedures to align with new strategies.

In this role, you will use SQL, Excel, and AI tools to analyze data, generate metrics, and drive process improvements within a hybrid work model across our Dallas area offices.

Qualifications

• Strategy development, risk mitigation basics, and regulatory awareness.
• Strong project coordination support across departments.
• Foundational understanding of operations and compliance requirements.
• Ability to propose and communicate strategic initiatives for operational improvements.
• Comfort using data analysis tools to support reporting and process improvements.

Responsibilities

• Analyze operations for efficiency improvements and risk identification.
• Collaborate with experts to enhance workflows and ensure regulatory compliance.
• Coordinate cross‑department projects to meet milestones under guidelines.
• Draft high‑level plans for improvements and ensure alignment with new strategies.
• Focus on planning, metrics, and risk management to enable growth and compliance.

Skills

SQL

Excel

AI tools

Risk management

Job description

WHO WE ARE

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. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.

Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex.

We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received:

• Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn
• WealthTech of the Year 2025 - Presented by US FinTech Awards
• The World's Top 250 Fintech Companies 2024 - Presented by CNBC

ABOUT THIS ROLE

The Business Analyst (GSD) is role focused on developing strategic frameworks to optimize operational processes within the organization while ensuring that activities are aligned with compliance regulations. It involves active risk mitigation strategies to anticipate, manage, and minimize potential operational issues. Individuals in this role have a strong emphasis on strategy-driven problem-solving, project coordination, and ensuring that operational objectives are both efficient and regulatory-compliant.

Key Responsibilities:

• Analyzing existing operations for efficiency improvements, identifying risks, and implementing measures to mitigate them effectively.
• Collaborating with subject matter experts to create strategies that enhance workflows, increase productivity, and maintain compliance with regulatory standards.
• Helping to coordinate projects across departments to ensure that milestones and goals are met on time and within regulatory guidelines.
• Developing high-level plans for operational improvements or initiatives while integrating compliance measures, addressing risk factors, and assisting the affected department(s) in writing or adjusting their processes and procedures to align with the new strategies and requirements.
• Emphasis on strategic planning, metrics generation, operational analysis, and risk management to support broader scale efficiency, growth, and regulatory adherence.

Experience and Skills:

• Developing skills in strategy development, strategic analysis, and decision-making with an understanding of risk mitigation and compliance principles.
• Proficient in basic project coordination, with a focus on supporting cross-departmental efforts to achieve operational success while learning 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 while supporting risk management and compliance efforts.
• Working knowledge of and comfort using SQL, Excel, and AI tools to support data analysis, reporting, and process improvement efforts.

#business analyst #associate #fulltime #LI-MJ1 #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.

• 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
• 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 recei