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We Insure · 1 month ago

Data Strategy Intern

Dallas, TX

Internship

Hybrid

Intern

$25/hr - $25/hr

Apex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily to enhance access to financial markets. The Data Strategy Intern will support the team by refining workflows, analyzing data, and assisting in project execution, gaining hands-on experience in strategy development and data analysis.

Insurance

Responsibilities

Conduct analysis and research on industry trends, prospects, clients, and competitors

Support revenue operations projects and manage initiatives that track client revenues & cost allocations, streamline vendor process management, and identify revenue or cost-saving opportunities

Work with stakeholders to collaborate across Product, Business, and Customer Service to develop internal and client-facing policies

Create efficiency-oriented processes to streamline operations

Work closely and cross-functionally with members of Sales, Marketing, Finance, Operations, Relationship Management and Solutions teams

Qualification

Data AnalysisSQLMicrosoft ExcelProject ManagementGeneral Interest in FintechProcess OptimizationMetrics CreationSystem DesignData Base StructureCommunication SkillsProblem SolvingLeadership AbilityAttention to DetailCollaboration

Required

Currently pursuing or recently completed a degree in Business Administration, Math, Stats, Econ, Data Analytics, MIS, Information Technology, or a related field

Senior standing, May 2027 graduate

Strong analytical skills and attention to detail, with experience in data analysis

Familiarity with SQL

Basic understanding of platform services and metrics creation is a plus

Strong knowledge of Microsoft Excel, Word, and PowerPoint

Ability to think strategically and solve problems

Strong track record of independent work and leadership ability

An analytical mind, willing to continually roll up your sleeves and dig deeper into everything put in front of you

Excellent informal and formal written, verbal, and presentation communication skills

Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

General interest in Fintech