Business Analyst

• Support monitoring of BofA’s 2030 sectoral net zero goals associated with financing activities
• Assist with development and maintenance of voluntary commitments and regulatory requirements
• Assist with advancing engagement strategies with internal and external stakeholders
• Assist with execution of team processes and control documentation
• Work with the pillar lead on team priorities and tasks
• Engage with the data lead to advance and deliver analytical capabilities
• Develop presentations communicating sectoral net zero performance and related topics
• Support vendor management, audit, compliance, and risk requests
• Engage with peer banks, NGOs, and stakeholders to develop guidelines and best practices and monitor industry trends
• Perform research and represent the Global Environmental Group at internal and external events as needed
• Collaborate with GEG, Public Policy, lines of business, Global Technology, Risk, Finance, and other groups
• Report to the Global Environmental Executive and be accountable to the Net Zero Strategy pillar lead

Business Analyst – Global Environmental

• Support distinct areas of A+E Global Media's enterprise technology portfolio: Enterprise Media Solutions and Programming Solutions
• Serve as a bridge between business and technology teams
• Translate operational needs into scalable solutions and clear requirements
• Deliver effective testing and sustainable process improvements
• Support applications and workflows, automation, integrations, and AI-enabled innovation
• Gather, analyze, and document business, functional, technical, workflow, data, and integration requirements
• Create use cases, process flows, user stories, acceptance criteria, and user documentation
• Collaborate with business stakeholders, Development, QA, Infrastructure, Project Management, vendors, and cross-functional technology teams
• Support system enhancements and enterprise technology projects
• Participate in testing, UAT, defect management, release validation, and production implementation or support
• Identify opportunities for workflow automation, process optimization, analytics, data quality improvement, and AI-enabled solutions

Senior Business Analyst – Multiple Roles

• Shape and evolve digital experiences for A+E, HISTORY, and other editorial sites
• Launch new features and manage ongoing enhancements
• Partner with Editorial, UX/UI, Engineering, Legal, and other stakeholders to translate business and audience needs into product and technical requirements
• Define workflows, use cases, user stories, acceptance criteria, and other requirements
• Prioritize initiatives and enhancements based on audience impact, business goals, technical considerations, dependencies, and resources
• Guide features and enhancements through the product development lifecycle
• Manage and continuously improve CMS platforms supporting editorial sites
• Evaluate editorial processes and implement technology or workflow improvements
• Oversee privacy and consent-management initiatives across digital experiences
• Support testing and validation of new features
• Monitor launched experiences, stakeholder feedback, and data to identify optimization opportunities
• Identify opportunities related to emerging technologies, audience behaviors, privacy trends, and digital publishing capabilities

Business Analyst, Digital Product Management

• Manage Finance Data Governance in compliance with the Enterprise Data Governance Policy, including accountability models and processes for data asset management, metadata management, data quality, and issue resolution
• Produce data quality scorecards, dashboards, analytical reports, and attestation packages for in-scope processes
• Identify critical data elements (CDEs) and data sources, translating governance and regulatory requirements into actionable data requirements
• Perform root-cause analysis of data quality issues and assist with remediation of audit and regulatory feedback
• Support strategic improvements to data assessment processes and enhance data analytical and data quality tools
• Support regulatory reporting needs through existing platforms while working with upstream data providers, downstream business partners, and technology teams
• Partner with Finance Technology Transformation, Enterprise Data Governance, Controllership, Risk, and other teams to drive data governance and data quality within Finance

Data Governance and Management Analyst – Finance

• Identify business challenges and opportunities for improvement and make strategic or tactical recommendations using analysis
• Perform modeling and analytics to assist new products/models for lines of business within the Commercial Bank
• Support improvements in credit performance by analyzing historical behavior, creating risk models, testing hypotheses, and monitoring results
• Frame problems, develop and test hypotheses, analyze results, develop solutions, assess operational feasibility, lead implementation, and develop monitoring plans
• Work with Model Development, Credit Officers, Underwriters, Relationship Managers, Finance, and other Capital One colleagues
• Evaluate risk-rating and loss-forecasting model prototypes using big data tools and visualization platforms such as Tableau and QuickSight
• Translate complex technical concepts into clear, actionable insights and secure stakeholder buy-in
• Bridge quantitative modelers and senior business leaders as an analytical lead for upcoming model builds

Senior Business Analyst – Commercial Risk Management, Strategy & Analytics

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. 
 
We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 
 
Best Places to Work 
2026, 2025, 2024, 2023 - Presented by BuiltIn 
 
WealthTech of the Year 
2025 - Presented by US FinTech Awards 
 
The World’s Top 250 Fintech Companies 
2024 - Presented by CNBC 

ABOUT THIS ROLE

As a Senior Business Analyst within Apex's Tax and Cost Basis Client Integration Operations team, you will play a key role in onboarding clients by analyzing business needs, identifying process efficiencies, and driving successful implementations. You will serve as the bridge between external and internal stakeholders, technical teams, and clients — with a focus on data quality and process optimization.
This is a versatile, hands-on role: you'll draw on technical expertise and industry knowledge while maintaining a customer-facing presence with stakeholders ranging from analysts to C-suite executives. Through a combination of technical acumen, strategic communication, and project management, you'll help ensure seamless system operations and deliver solutions that align with both client and organizational goals.

Responsibilities:

Client Onboarding Analysis and Support

- Evaluate and document client requirements for tax and cost basis onboarding, ensuring alignment with business needs

- Design and implement effective workflows to support seamless client integration and reporting

- Serve as the primary liaison between clients, operations, technology, and product partners throughout onboarding engagements

Data Assessment and Quality Management

- Analyze incoming client data for accuracy, completeness, and adherence to tax and cost basis standards

- Propose and implement automated solutions to improve data quality and reduce manual intervention

- Build and maintain data visualizations and dashboards to monitor data health and onboarding progress

Process Optimization and Solutions Development

- Partner with cross-functional teams to identify gaps in onboarding processes and deliver actionable recommendations

- Develop and maintain detailed process documentation to support consistency and scalability

- Lead automation efforts to streamline end-to-end onboarding workflows and reduce manual effort for clients and internal teams

Stakeholder Communication and Reporting

- Communicate onboarding progress, challenges, and trends to senior management, with clear, actionable recommendations

- Provide insights on client behavior, data usage, and performance metrics to improve onboarding outcomes

- Conduct post-onboarding reviews to identify gaps and continuously refine processes

Qualifications and Attributes:

Experience & Skills

- 3–5+ years of experience in cost basis and tax reporting operations, including familiarity with cost basis/tax reporting back-office systems and client integration or similar roles in financial services

- Working knowledge of Linux and Bash/Shell scripting, with proficiency in SQL/PSQL

- Experience using data to solve complex business challenges

- Project management experience, with a track record of delivering large-scale projects on time and within budge, experience managing projects involving multiple stakeholders and complex systems, comfortable engaging with clients across all levels, from analysts to CEOs

- Familiarity with APIs and how they enable data exchange between systems (a plus)

- Working knowledge of AI tools (e.g., Claude) for business solutioning

Core Competencies

- Strong analytical and problem-solving skills, with a strategic, big-picture mindset

- Detail-oriented and highly organized, with the ability to manage multiple priorities

- Demonstrated ability to collaborate across functions and communicate effectively with both technical and non-technical audiences

- Strong interpersonal skills, with a focus on relationship-building and influencing outcomes

#businessanalyst #mid-senior #fulltime #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
$103,680-$129,600
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.

Senior Business Analyst

• Partner with global fixed income investment teams to support and enhance current processes
• Ensure investment processes are correctly integrated with Bloomberg PORT Enterprise for performance, attribution, and risk reporting
• Crystallize business requirements and define best practices
• Collaborate with business stakeholders to gather and document business requirements and functional specifications
• Document meeting minutes and track takeaways
• Analyze and evaluate business requirements for large-scale financial implementation projects
• Provide hands-on expertise throughout implementation
• Ensure deliverables meet product requirements
• Work with end users and project stakeholders to define best practices
• Evaluate business processes, identify improvement areas, and develop and implement solutions
• Understand upstream and downstream processes relevant to the area of expertise
• Partner with fast-paced agile teams to deliver quality software solutions to complex business problems
• Work with vendors, internal technology teams, and business stakeholders to meet project deliverables

Fixed Income Business Analyst

• Serve as the primary project lead to plan, design, develop, and launch efficient business and operations systems
• Combine supervision of the Senior Institutional Research Analyst with hands-on development work
• Manage implementation of information systems
• Create foundations for data collection supporting SPS data and analytics strategic goals
• Gather requirements from users and management
• Provide project status updates
• Develop policies, procedures, supporting documentation, and user manuals
• Conduct training sessions
• Collect, clean, organize, synthesize, validate, and summarize data

Lead Business Analyst

• Provide comprehensive care management services to members enrolled in the New York Managed Long Term Care (MLTC) Plan
• Conduct psychosocial assessments and identify member needs
• Develop and implement person-centered service plans
• Coordinate long-term services and supports
• Facilitate access to medical, behavioral health, and community resources
• Collaborate with members, caregivers, providers, and interdisciplinary teams
• Promote member independence and improve health outcomes
• Address social determinants of health
• Ensure delivery of quality, cost-effective care
• Conduct member visits within the assigned service area as needed

Business Analyst jobs in New York