Apply on Employer Site

We Insure · 1 month ago

Strategy & Analytics Intern

Austin, TX

Internship

Hybrid

Intern

$25/hr - $25/hr

Apex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily. They are seeking a motivated and detail-oriented Strategy & Analytics Intern to gain hands-on experience in business strategy, project management, client data analysis, and financial modeling to contribute to operational efficiency and innovation within the company.

Insurance

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

Qualification

Data ManipulationFinancial ModelingCompetitive ResearchProgram ManagementMicrosoft ExcelSQLPower BIJIRAVisioMarket ResearchBrokerage KnowledgeCommunication SkillsTeamwork Skills