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Business Analyst, Entry Level

jobright.com, Austin, Texas, us, 78716

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Jobright.ai Jobright is an AI-powered career platform that helps job seekers discover the top opportunities in the US. We are NOT a staffing agency. Jobright does not hire directly for these positions. We connect you with verified openings from employers you can trust. Job Summary: Apex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily to simplify access to financial markets. They are seeking a motivated Business Analyst to enhance operational efficiency and innovation within their brokerage services, leveraging skills in project management, financial modeling, and business analysis. Responsibilities: Collaborate with stakeholders to define project scope, objectives, deliverables, and timelines. Develop project plans, track progress, manage risks, and adjust priorities as needed to ensure on-time delivery. Coordinate tasks across cross-functional teams, including technology, finance, compliance, and operations. Act as a liaison between business units and technical teams to facilitate clear communication regarding requirements and expectations. Interpret business needs into actionable technical solutions while ensuring alignment between stakeholders. Develop presentations and reports to communicate project findings, roadmap updates, and recommendations to leadership or external parties. Gather, analyze, and interpret business and market data to support strategy development and operational initiatives Track performance metrics and KPIs to evaluate project success and operational improvement efforts. Partner with data teams to design dashboards and reporting systems that align with business needs. Document and analyze business requirements, workflows, and systems to identify inefficiencies and opportunities for optimization. Develop standardized workflows for new processes, ensuring clear accountability, defined outcomes, and effective collaboration across cross-functional teams Conduct gap analyses and root cause assessments to guide business decision-making processes. Build and maintain financial models to support decision-making related to client profitability, new product launches, revenue forecasting, and cost management. Analyze financial data to identify business trends, risks, and opportunities. Collaborate with sales teams for modeling and projecting quarterly growth metrics across existing clients / pipelined prospects Collaborate with the finance team to prepare reports and presentations for senior management or stakeholders. Qualifications: Required: Bachelors degree in Business Administration, Finance, Economics, Information Systems, or related field (or equivalent work experience) required 2+ years of relevant experience in business analysis, financial modeling, project management, or consulting within the financial services, fintech, or brokerage industries; previous experience at an Introducing Broker Dealer or Clearing Broker Dealer preferred FINRA SIE License (or willing to obtain within 90 days of employment); Series 7 license preferred Proficiency with business analysis tools (Excel, SQL, BI tools) and financial modeling techniques. Strong written and verbal communication skills, with experience presenting findings to non-technical stakeholders. Highly organized, detail-oriented, and adaptable to changing priorities. Analytical mindset with ability to view challenges from multiple perspectives and develop creative solutions. Basic understanding of brokerage services, financial markets, and fintech practices. Knowledge of regulatory standards and compliance requirements within financial services. Preferred: Previous experience at an Introducing Broker Dealer or Clearing Broker Dealer Experience with project management methodologies such as Agile, Scrum, or Waterfall Exposure to automation tools and technologies (e.g., RPA, Data pipelines) Company: We're In The Business Of What Ought To Be The business of doing, creating, and building the world the way we see fit. Founded in 1997, headquartered in Chicago, Illinois, USA, team size 1001-5000 employees, currently Late Stage. Seniority level

Seniority level

Entry level Employment type

Employment type

Full-time Job function

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