Solutions & Quality 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

Job Summary: 

We are looking for a motivated and detail-oriented Solutions & Quality Analyst to join our team. This role supports the product organization by ensuring product quality and contributing to the design of scalable, user-centric solutions. It blends quality control, technical analysis, and solution architecture. You will collaborate closely with product managers, engineers, and business users to understand requirements, propose structured solutions, and track project delivery under guidance from senior architects. You will also help strengthen the adoption of the firm’s quality framework across the product development lifecycle. This is a hands-on, dynamic role ideal for a technically strong candidate interested in expanding their clearing business knowledge and growing within a fast-paced product organization.  

Key Responsibilities: 

• Solution Development & Architecture Support: Assist in collecting and analyzing business and technical requirements, helping transform them into clear, testable, scalable and measurable outcomes. Contribute to implementation documentation, including diagrams, process flows, acceptance criteria and user stories, under the direction of senior solution architects.   

• Cross-Functional Collaboration: Partner with product managers, business stakeholders and engineers to refine project scope and outcomes. Participate in requirements grooming and ensure they are technically robust and testable. Communicate status, challenges and delivery timelines clearly to the projects’ key stakeholders.  

• Technical Implementation: Coordinate with Project Management and cross-functional product managers to ensure owned initiatives meet Apex tracking and testing standards (e.g., Jira workflow, test evidence, release gates). Escalate blockers to senior solution architects and help remove them tactically and strategically. Own the planning and execution of end-to-end test scenarios for assigned features; conduct independent risk and impact analysis with results reviewed by senior architects. 

• Quality Control: Assist in performing and monitoring quality checks on data, processes, product releases to ensure accuracy and compliance with established standards. Drive the gathering, refinement, and automation of metrics for the quality framework and its adoption. Collaborate with product managers, engineers, and business subject matter experts to adopt quality framework and standards.  

Education and Experience: 

• Bachelor’s degree in Business Administration, Finance, Economics, Information Systems, or related field (or equivalent work experience) required 

• 1–3 years of experience in product, operations, middle office, QA, or business analysis; Financial Services/clearing experience preferred. 

• FINRA SIE preferred (or willingness to obtain within 90 days of employment).  

Preferred Qualifications: 

• Ability to understand and map business concepts and flows and communicate them effectively to product and engineering stakeholders. 

• Proficiency with business analysis and project management tools (Excel, SQL, Jira, Confluence, AI tools) 

• Strong written and verbal communication skills, with experience presenting findings to non-technical stakeholders.   

• Excellent analytical, problem-solving, and critical thinking skills. 

• Highly organized, detail-oriented, and adaptable;  strong time-management skills to handle multiple priorities and meet deadlines. 

• Proactive, self-starter mentality with high level of ownership; able to work independently to gather information, make decisions, and drive results. 

• Basic understanding of user experience, web development, or API standards, with strong interest in learning best practices and incremental delivery. 

• Exposure to QA practices (test plans, test cases, defect lifecycle) and quality metrics is a plus.  

Work Environment 

• This job operates in a hybrid, office environment 3 days per week. 

#product #operations #full-time #LI-SG1 #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.