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Apex Fintech Solutions · 1 day ago

Project Management Intern (Clients)

New York, NY

Internship

Hybrid

Intern

$16/hr - $28/hr

Apex Fintech Solutions is a leading company in digital wealth management, processing millions of transactions daily. They are seeking a motivated Intern to gain hands-on experience in business strategy, client data analysis, and financial modeling, playing a vital supporting role in helping the company exceed its goals.

Financial Services

H1B Sponsor Likely

Responsibilities

Organize, track, and report on company and customer goals

Develop presentations based on initial proposals to support strategic decision-making

Analyze client data, including trades, assets, and initiatives, to provide actionable insights

Conduct general research on industry trends and assess impacts on the company as well as clients

Assist with financial modeling by forecasting client revenue streams and identifying new revenue opportunities

Qualification

Microsoft SuiteFinancial ModelingProgram ManagementTime ManagementIndustry KnowledgeCRM ExperienceCommunication SkillsTeamwork Skills

Required

Currently pursuing or recently completed a degree in Business Administration, Finance, Product Management, or a related field

Rising Senior standing, Aug 2026 – Jun 2027 graduate

Excellent communication and teamwork skills for cross-functional collaboration

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

General interest in Fintech

Experience with Microsoft suite - Excel, PowerPoint, etc

Program Management & Time Management skills

3.3+ GPA

Preferred

Financial Modeling and Analysis (Nice to Have)

Salesforce or CRM experience (Nice to Have)

Industry Knowledge - Brokerage & Investing (Nice to Have)

Benefits

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

Hybrid work schedule

Company

Apex Fintech Solutions

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.

Founded in 2012

Dallas, Texas, US

501-1000 employees

https://apexfintechsolutions.com

H1B Sponsorship

Apex Fintech Solutions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (17)

2024 (14)

2023 (25)

2022 (13)