PEAK6

Data Analyst

• Collaborate with business unit leadership & supporting stakeholders to define project scope, objectives, deliverables, and timelines.
• Develop project plans, track progress, manage risks, and adjust priorities as needed to ensure on-time delivery.
• Coordinate projects & initiatives across cross-functional teams, including technology, finance, compliance, and operations.
• Develop presentations and reports to communicate project findings, roadmap updates, and recommendations to leadership or external parties.
• Gather, analyze, and interpret business and market data to support strategy development and operational initiatives
• Document and analyze business requirements, workflows, and systems to identify inefficiencies and opportunities for optimization.
• Track performance metrics and KPIs to evaluate project success and operational improvement efforts.
• Partner with data & business application teams to design dashboards and reporting systems that align with business needs.
• Develop standardized workflows for new processes, ensuring clear accountability, defined outcomes, and effective collaboration across cross-functional teams
• Conduct gap analyses and root cause assessments to guide business decision-making processes.
• Analyze financial data to identify business trends, risks, and opportunities.
• Collaborate with the finance team to prepare reports and presentations for senior management or stakeholders.

Strategy & Analytics Analyst

Product Manager

• Lead the development and execution of comprehensive strategies for Apex’s Data Platform and Products
• Drive end-to-end management of major, multi-year product initiatives
• Manage and mentor a team of Product Managers and interdisciplinary team members
• Work closely with Engineering, Operations, Compliance, Data Science, Sales, Marketing, and other departments
• Champion customer-centric approaches in product development
• Evaluate business and financial implications of product decisions
• Anticipate industry trends and competitive dynamics
• Champion an inclusive and diverse environment

Senior Manager, Product Management – Data

• Drive the development and success of enterprise SaaS tax products
• Own key aspects of tax product roadmap, including execution and delivery
• Partner with the product management team members to define and execute tax product roadmap
• Drive data-informed prioritization decisions using ROI analysis and customer insights
• Develop and track measurable objectives with clear scorecards to measure product success
• Write clear user stories, epics, and acceptance criteria that cross-functional teams can effectively execute
• Collaborate with UX/UI designers to create intuitive workflows
• Collaborate with engineering teams to define technical architecture requirements
• Work cross-functionally with engineering, operations, marketing, sales, finance, and compliance
• Lead client, prospect, and internal user meetings
• Maintain organized Jira backlogs and comprehensive Confluence documentation
• Ensure timely, high-quality delivery across all initiatives using Agile methodologies

Product Manager II – Cost Basis, Tax

Controller

• Manage the PEAK6 corporate accounting team of 3-5, as well as align accounting processes working with other corporate accounting teams such as accounts payable, treasury, payroll and FP&A.
• Responsible for the consolidation of multiple entities; capital contributions and loans down from the parent to subsidiaries; accounting for strategic investments and M&A opportunities
• Manage the timeliness of the month end close process at corporate and across businesses, including supporting the preparation, review, and finalization of monthly and annual financial reports.
• Maintain the general ledger and chart of accounts
• Identify and drive process improvements, automation and standardization across the controllership function that will result in greater efficiencies as well as decrease exposure to financial misstatements.
• Work with the business unit accountants to ensure monthly and quarterly close processes result in timely month end close and accurate financial statements across the firm.
• Build and maintain adequate controls in corporate accounting to ensure the accuracy of corporate and businesses financial statements.
• Manage year end audit with external auditors and internal staff.
• Develop and train a skilled, professional accounting staff to build an effective and efficient team
• Evaluate, manage and maintaining software tools for effective and efficient accounting and financial reporting.

Assistant Controller

• Define and execute the strategy, vision, and roadmap for client-facing margin products, emphasizing tools for monitoring, analyzing, and managing high-volume, mission-critical business across millions of accounts.
• Build expertise in your product domain by immersing yourself in market trends, regulatory shifts, and emerging technologies, staying informed to maintain a competitive edge.
• Actively participate in setting and refining team objectives and key results (OKRs) in collaboration with subject matter experts (SMEs), key stakeholders, and senior leaders to align the product vision with overarching business goals.
• Author and maintain key product documentation such as Annual Operating Plans, Product Charters, PR-FAQs, Narratives, and coordinate with teams to establish production schedules, manage dependencies.
• Lead the elicitation and prioritization of requirements to drive strategic initiatives that deliver tangible value and business outcomes within the margin product domain.
• Partner closely with engineering teams to ensure seamless execution of projects by managing backlogs, tracking progress, and efficiently addressing evolving needs.
• Independently gather and analyze data from a variety of sources to produce actionable insights that drive decision-making processes.
• Utilize both qualitative and quantitative analysis techniques to influence product area strategies.
• Take full end-to-end ownership of the product lifecycle, defining success metrics, evaluating performance, and consistently delivering high-quality outcomes.
• Develop and manage the feature team backlog while ensuring alignment with strategic objectives, navigating ambiguities and resolving internal and external team dependencies.
• Maintain a strong understanding of technical services, API design, database technologies, and operating concepts in fintech industry to ensure robust and scalable product solutions.
• Constantly seek and integrate cutting-edge technologies and innovative solutions to enhance Apex's market position and customer offerings.

Senior Product Manager, Margin

Operations

• Manage and schedule appointments, including calendar management for multiple senior technology leaders ensuring efficient scheduling and organization of meetings, forums, and events.
• Schedule and coordinate all aspects of travel, including flights, accommodations, and itineraries, ensuring seamless travel experiences.
• Handle the processing and management of expense reports with attention to accuracy and timeliness.
• Assist in the planning and execution of corporate and departmental events, providing support in logistical arrangements, content gathering, and execution.
• Assist the executives in establishing priorities, managing time effectively to ensure focus on critical tasks.
• Collaborate with cross-functional teams to execute strategic initiatives and special projects assigned by senior management.
• Track and report on the progress of strategic initiatives against corporate goals and milestones.
• Conduct quantitative and qualitative analysis to support business strategy development including market analysis, competitive landscape, and internal performance metrics.
• Help design, refine, and oversee the processes that support the business operations, optimizing for effectiveness and scale.
• Partner with operational leads to identify bottlenecks, propose improvements, and implementing scalable solutions.
• Develop and maintain operational dashboards to monitor key performance indicators and operational metrics.
• Act as a liaison between Strategy & Operations and other departments to ensure alignment on objectives and target outcomes.
• Prepare and present insightful and detailed reports and presentations for senior stakeholders and team meetings.
• Drive ongoing communications related to strategic initiatives, fostering a collaborative team environment across the company.
• Manage data collection, analysis, and integrity operations, utilizing data tools to extract insights.
• Translate data insights into actionable recommendations for both tactical and strategic adjustments.

Strategy & Operations Associate

Frontend Engineer

• Assist in the development, testing, and maintenance of software applications.
• Collaborate with the software engineering team to build new features and functionalities.
• Participate in code reviews and provide constructive feedback to peers.
• Help in troubleshooting, debugging, and resolving software defects and issues.
• Contribute to the documentation of software development processes and codebases.
• Stay updated with emerging technologies and industry best practices in software engineering.

Front End Engineering Intern

Systems Engineer

• Operate and continuously improve Linux systems engineering and administration.
• Deployment and automation of applications via Salt & Ansible.
• Troubleshoot, diagnose and resolve server events and user incidents relating to Linux systems.
• Engage in detailed planning, change control and thorough testing to ensure performance, availability and stability.
• Security related activities, system hardening, patching, vulnerability threat management and mitigation.
• Manage and deploy system monitoring and management tools such as DataDog, LogicMonitor, Sentinel One, SNMP, etc.
• Design and create automation to execute tasks and/or processes using scripting languages (Shell Scripting, Powershell, PERL, Python).
• Create and maintain clear and accurate system documentation.
• Ensure high performance and reliability of production systems by performing system monitoring and analysis, performance tuning, and troubleshooting system hardware, software, and applications.
• Partner with Software Engineering teams to develop proactive maintenance plans, schedule maintenance windows, implement the changes, and follow-up.
• Maintain non-proprietary application stack (Kubernetes, Docker, Kafka, MongoDB, RabbitMQ, Zookeeper).
• Oversee infrastructure environment (VMWare, Storage, Backups, etc).

Senior Systems Engineer

Business Analyst

• Serve as the primary point of contact for clients.
• Manage partner firm and end investor escalations, ensuring timely and effective resolution.
• Support inquiries related to Operations, collaborating with internal teams to address customer queries and resolve issues.
• Create and maintain system documentation to ensure clarity and consistency in processes.
• Strictly adhere to established procedures and security controls to safeguard customer information and assets.
• Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards.
• Support business process improvement initiatives and ad hoc projects.

Service Management Analyst

• Define the strategy, vision, and roadmap for Apex Investor’s end-investor tooling across brokerage, managed accounts, and robo.
• Research and communicate the competitive landscape and investor trends in the wealth industry.
• Translate investor needs into actionable requirements, writing clear initiatives, features, epics, and user stories in Jira.
• Collaborate with design using Figma to create intuitive investor workflows and high-value digital journeys.
• Partner with engineering to review API specifications and documentation, ensuring seamless integration of features.
• Drive delivery through the entire Software Development Life Cycle (SDLC), ensuring continuous value and high-quality releases.
• Build strong relationships across Apex and with external stakeholders, including client firms and prospects.

Senior Product Manager, Ascend Investor

Onboarding Specialist

• Develop and execute a comprehensive onboarding strategy for clients, ensuring alignment with Apex’s business objectives and industry best practices.
• Lead, mentor, and manage members of the Client Onboarding team, fostering a high-performance culture focused on delivering exceptional service to institutional clients.
• Serve as the senior point of contact for client firms during onboarding, providing executive-level support, guidance, and escalation management to resolve complex issues efficiently.
• Build and maintain strategic relationships with clients, sales, relationship managers, service organizations, and internal onboarding teams to provide transparency and clarity throughout the onboarding journey.
• Oversee critical partnerships and integrations with leading financial technology platforms, proactively addressing risks and removing barriers to timely onboarding.
• Drive operational excellence by identifying process improvements, managing quality assurance initiatives, and leveraging technology to enhance workflow efficiency and data accuracy.
• Provide regular reporting and executive dashboards to senior management, offering insights into pipeline activity, onboarding status, and client experience metrics.
• Ensure compliance with regulatory requirements, internal controls, and industry standards in all onboarding operations.

Director, Client Onboarding

• Define and execute the strategy, vision, and roadmap for market data products, with a focus on five key areas: (1) Develop Redistribution Product Portfolio and Business Case: Evaluate the strategic needs of our clients and prioritize content by demand. Lead competitive analysis of competitor product sets and data vendors, including pricing, to create initial business case for opportunity vs. investment, establishing IRR (via finance).
• Create an Auditability Framework: As part of the Business Case, develop a coarse-grain design for redistribution auditability, including operational requirements and tooling.
• Market Data API: Lead the design, development, and rollout of Apex’s public-facing Market Data APIs. Collaborate with engineers and product teams to deliver high-performance API and ensure robust testing and documentation. Work with Product Marketing on public-facing product collateral.
• Vendor Contract Management: Manage contracts with market data vendors, ensuring optimal coverage for all business units while realizing cost savings. Work with stakeholders to analyze gaps and negotiate streamlined agreements.
• Data Licensing: Manage contracts with exchanges for market data usage. Partner with compliance and legal teams to ensure Apex meets all regulatory and licensing requirements. Work cross-functionally to prioritize requirements, solve product gaps, and document detailed product plans, including PR-FAQs and technical specifications. Author and maintain product documentation, and be accountable for the functional and financial success of the market data products.

Senior Product Manager, Market Data

Full-stack Engineer

• Design, develop, test, deploy, maintain and improve software
• Learn from and apply design techniques and coding standards coached by our Senior Engineers
• Build resilient, self-scaling, self-healing services for high-volume, high-availability trade clearing
• Support the production systems you build, including build, deployment (CI/CD), and monitoring (Grafana, Prometheus, PagerDuty)
• Write high-quality, well-tested code and maintain high code-quality standards via code reviews
• End-to-end ownership of deployed services, including documentation and service-level objectives
• Collaborate on transforming products into cloud-native (GCP/AWS), event-driven (Apache Kafka), microservices-based clearing platform
• Participate in team learning activities, hackathons, and mentor interactions

Software Engineering Intern

• Support the collection and analysis of client and operational data to ensure that client migrations are smooth, aligned with project timelines, and well-resourced.
• Analyze gaps in client readiness for migration and provide recommendations to improve conversion success rates.
• Create dashboards and visualizations to track migration progress and client statuses throughout the onboarding process.
• Coordinate and communicate with internal teams to gather requirements, resolve bottlenecks, and streamline the migration process.
• Work closely with client-facing teams to understand challenges in the migration process and proactively suggest solutions to mitigate risks.

Business Analyst Intern

• Support the product management team in the development and execution of product strategies and roadmaps
• Assist in conducting market research to identify customer needs, market trends, and competitive analysis
• Collaborate with cross-functional teams including engineering, design, and marketing to define product requirements and specifications
• Help in creating product documentation, such as user stories, feature specs, and product briefs
• Participate in product meetings and contribute ideas for product enhancements and improvements
• Assist in tracking and analyzing product performance metrics and user feedback
• Aid in preparing presentations and reports for stakeholders and leadership