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. We're digitizing and democratizing systems so that everyone has an opportunity to invest.

When you're at Apex, you drive this change. You're 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 1,000 employees.

Together, we’re 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.

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 Apex's Ascend platform, and this role sits at the center of that shift: managing risk on the firm's 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.

• Multi-Asset
  
  Risk Management:
  
  Monitor and manage margin and market risk across equities, complex options, futures, crypto, FX, and portfolio margin accounts, including the firm's largest and most complex exposures.
• Margin Methodology Expertise:
  Serve as the team's 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 department's bench in futures, FX, and portfolio margin.

• Bachelor's 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

• Series 63 and/or 24 a plus
• Experience with SPAN2 implementation or migration
• Proficiency in Python, SQL, and Excel/VBA for risk automation and…