Lead Risk Analyst

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22 million end customers.

At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. Were digitizing and democratizing systems so that everyone has an opportunity to invest.

When youre at Apex you drive this change. Youre part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees.

Together were shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. grit results empathy accountability and teamwork with Apex.

Were proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture weve created. Here are just a few of the many awards weve recently received:

Best Places to Work

- Presented by BuiltIn

WealthTech of the Year

2025- Presented by US FinTech Awards

The Worlds Top 250 Fintech Companies

2024- Presented by CNBC

ABOUT THIS ROLE

Job Summary:

Apex Fintech Solutions is seeking a Lead Risk Analyst Multi-Asset to join our Risk team. This is a senior hands-on role for someone with deep expertise across asset classes complex options portfolio margin futures crypto and FX and an understanding of how those assets interact. The Risk team has evolved from manual reactive processing toward proactive automated risk management on Apexs Ascend platform and this role sits at the center of that shift: managing risk on the firms most complex accounts shaping how new risk capabilities are built into Ascend and serving as a subject matter expert as we onboard and convert multi-asset correspondent firms. The Lead Risk Analyst will collaborate extensively with Product Technology Operations and Compliance and act as a knowledge anchor for the broader Risk team.

Key Responsibilities:

• Multi-Asset Risk Management: Monitor and manage margin and market risk across equities complex options futures crypto FX and portfolio margin accounts including the firms largest and most complex exposures.
• Margin Methodology Expertise: Serve as the teams authority on SPAN/SPAN2 and TIMS/portfolio margin able to deconstruct validate and explain risk arrays and margin calculations to internal and external stakeholders.
• Autoliquidation: Own the risk perspective on automated liquidation test and refine liquidation logic and personally manage liquidations on complex accounts when required.
• Product Development Support: Test product rollouts and contribute to feature scoping in Ascend for complex options portfolio margin futures and autoliquidation; translate risk and regulatory requirements into functional specifications alongside Product and Technology.
• Proactive Risk Culture: Identify emerging issues early and drive root-cause resolution with Product and Technology rather than remediating after the fact; remain ready to lead the response during market stress events.
• Process Automation & Improvement: Continuously improve and automate risk processes reducing manual effort and error while maintaining operational coverage.
• Knowledge Leadership: Mentor Risk Analysts document institutional knowledge and build the departments bench in futures FX and portfolio margin.

Education and Experience:

• Bachelors degree in Finance Economics or a related field or equivalent experience
• 8 years of experience at a broker-dealer or FCM supporting margin futures options crypto and/or FX trading including hands-on margin or market risk management experience
• Direct experience calculating and analyzing margin requirements across equities options futures and options on futures (Reg T Portfolio Margin SPAN/SPAN2)
• Experience operating testing or developing manual and automated liquidation processes
• Series 7 Series 3 Series 34 required

Preferred Qualifications:

• Series 63 and/or 24 a plus
• Experience with SPAN2 implementation or migration
• Proficiency in Python SQL and Excel/VBA for risk automation and analysis
• Experience supporting sophisticated active traders and correspondent or multi-firm environments

Knowledge Skills and Abilities:

• Analytical Depth: Able to work from first principles on margin methodology not just run reports but explain why a requirement is what it is.
• Judgment Under Pressure: Comfortable making and owning risk decisions on large accounts during fast-moving market events.
• Communication: Able to explain complex margin and risk concepts clearly to Product Technology executives and correspondent firms.
• Independence and Initiative: Operates proactively with minimal direction; identifies what needs to be built before being asked.

Work Environment:

• This job operates on a hybrid schedule (3 days per week in office / 2 days remote)

#margins & risk #mid-senior #full-time#LI-MJ1 #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.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge skills experience and office location.

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.