---
title: 'Executive Assistant at Endex'
canonical: 'https://feeny.ai/job/executive-assistant-endex-new-york-9kzsbfsp342b'
type: 'job'
last_seen: '2026-09-08'
---

# Executive Assistant at Endex

- **Company:** Endex
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-02
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/endex/68c924cb-e688-4579-948c-e7d21276bf16

## Job description

## OFFICE MANAGER

## Who We Are

Over the next few years, every financial institution will have teams of AI analysts working alongside their sharpest minds. At Endex, we're on a mission to bridge the present to the inevitable by building the most sophisticated digital coworker. We're a team working on the frontier of agentic development and applied finance, in close collaboration with leading research labs and backed by OpenAI ($14M Raise in Aug. 2025).

With significant demand after our launch, financial firms across the country recognize that agentic AI in financial modeling is the future.

## About the Role

Location: New York City Commitment: 5 Days In-Person

The Executive Assistant at Endex is an operational backbone of the company. You'll work closely with the CEO and leadership team to keep the organization running smoothly — owning the systems, logistics, and coordination that allow everyone else to operate at their best. This role is ideal for someone who takes genuine pride in building structure, anticipates needs before they arise, and finds satisfaction in making a high-performing team even more effective.

## Your Key Responsibilities

- Executive Support: Manage the CEO's calendar, coordinate meetings, and handle scheduling across internal and external stakeholders to protect time and maximize focus.
- Office Management: Own the day-to-day operations of our NYC office, ensuring it's a well-run, organized, and welcoming environment for the team.
- Internal Systems & Organization: Design and maintain internal systems across billing, compliance, vendor management, and administrative workflows to keep the company organized and audit-ready.
- Team Culture & Events: Plan and execute team outings, offsites, and company events that strengthen culture and celebrate milestones.
- Billing & Compliance Coordination: Track invoices, manage vendor relationships, and work with legal and finance partners to ensure operational and compliance requirements are met on time.
- Cross-Functional Support: Partner with recruiting, marketing, and GTM functions on logistics, coordination, and operational needs as the company scales.

## What We're Looking For

- Proactive Organizer: You don't wait to be asked. You identify gaps, build systems, and create the operating rhythm that keeps a fast-moving team on track.
- Relentlessly Resourceful: Ambiguity doesn't slow you down. You figure things out, find the right people, and get things done without a playbook.
- Execution-Oriented: You follow through. Tasks don't fall through the cracks on your watch, and you hold yourself to a high standard on every deliverable.
- Strong Communicator: You write clearly, communicate proactively, and know how to manage up, down, and across a team.
- Low Ego: You're confident in your abilities but focused on outcomes rather than credit. You listen well, welcome feedback, and understand that great support is a competitive advantage.
- Discretion: You'll be trusted with sensitive information across finance, legal, and personnel matters — and you treat that trust seriously.

Nice to Haves

- Experience at an early-stage startup
- Familiarity with financial services or fintech environments
- Experience with tools like Notion, Rippling, Ramp, or similar ops platforms

Full-Time Benefits

- Health & Dental Insurance
- Monthly Wellness Stipend
- Retirement Benefits — 401K Matching
- Competitive Salary + Equity

## About Endex

## Company Overview
- **One-liner**: Endex is an Excel-native AI Agent that accelerates financial modeling and data analysis for investment professionals.
- **Entity Type**: Private (Venture-backed; $14M led by OpenAI Startup Fund)
- **Headquarters**: New York City, New York, United States
- **Founded**: 2022
- **Founders**: Tarun Amasa (CEO) and Pratham Soni (Chief Research Officer)

## Core Business
- **Primary industries**: AI-powered financial analysis / Financial technology
- **Target customers**: B2B – enterprise finance teams at investment banks, hedge funds, private equity firms (clients include Fortune 5 companies, $100B+ AUM firms, and top global investment banks)
- **Mission/purpose**: “AI Built for Excel” – to accelerate and automate the work of financial analysts by bringing advanced AI directly into the spreadsheet environment.

## Products & Services
- **Endex AI Agent**: A native Excel add-in that enables users to perform financial modeling, data analysis, deep research, and report generation using natural language. Key capabilities include:
  - **Trace References**: AI-labeled tracing of cell references across complex workbooks.
  - **Deep Research Integration**: Native access to OpenAI Deep Research with contextual understanding of the workbook and verified sources.
  - **Memories**: Remembers user preferences for style and recurring workflows.
  - **LLM Integrations**: Deeply integrated with major model providers (OpenAI GPT-4o, o1, o3-mini) with zero data retention agreements.
  - **PDF to Table Conversion**: Eliminates manual data entry from financial statements, pitch decks, and research reports.
  - **Formatting Shortcuts**: Apply consistent formatting instantly with customizable keyboard shortcuts.
  - **Firm Templates**: Create repeatable templates that autocomplete with new input data.
  - **Undo Changes**: One-click revert of unwanted changes.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Total funding – $14M (venture round closed August 2025)
- **Notable Investors/Partners**:
  - Lead investor: OpenAI Startup Fund
  - Partners: Wall Street Prep, Columbia Business School
- **Growth Signals**:
  - Headcount grew 68.8% YoY (from ~11 to 20 employees)
  - LinkedIn followers grew 122.1% in the past year
  - Expanding presence: offices in NYC (HQ), with team members in Israel, Canada, and Brazil
  - Adoption by top-tier financial institutions (Fortune 5, hedge funds, private equity firms)
  - Featured in OpenAI case study as a model partner for building autonomous financial analysts

## Competitive Advantages
- **Excel-native**: Works directly inside Excel – no need to switch applications or learn new interfaces.
- **Finance-specific LLMs**: Custom-built models trained to understand financial documents, accounting methods, and complex charts.
- **Auditable outputs**: Every AI output includes integrated citations and attribution to underlying sources, allowing analysts to trace conclusions.
- **Deep OpenAI integration**: Uses OpenAI’s o1 and o3-mini reasoning models, achieving 70% preference over non-reasoning models in blind tests and enabling multi-step financial reasoning.
- **Enterprise-grade security**: AES-256 encryption in transit and at rest, TLS 1.2/1.3, SOC 2, ISO, CCPA, and GDPR compliant.

## Strategic Focus
- Scaling autonomous analyst capabilities to handle increasingly complex financial tasks (e.g., IC memo preparation, data room due diligence, precedent transaction analysis).
- Expanding customer base among financial firms and refining AI agents to act as true “co-workers” for investment teams.
- Continuing close collaboration with OpenAI to push the boundaries of vertical-specific AI for finance.

## Why Work Here
- **Culture**: Fast-moving AI startup backed by OpenAI, working on cutting-edge reasoning models applied to a high-stakes domain. Team is small (~20 people) with a technical majority (37% of headcount in engineering/research).
- **Remote/Hybrid**: Offices in New York City (HQ) and team members across Israel, Canada, and Brazil – likely flexible work arrangements.
- **Notable perks/engineering culture**:
  - Direct access to OpenAI’s latest models and research collaboration.
  - Opportunity to solve hard problems in financial AI (multimodal analysis, agentic workflows, reinforcement fine-tuning).
  - Emphasis on continuous evaluation and improvement – the team tracks metrics like response latency and reasoning depth.
  - Recent hires from top firms (Jump Trading, Two Sigma, Shopify) and university partnerships (Columbia Business School).

## Sources
1. [endex.ai](https://endex.ai/)
2. [linkedin.com/company/endexai](https://www.linkedin.com/company/endexai)
3. [openai.com/index/endex](https://openai.com/index/endex/)
4. [tracxn.com](https://tracxn.com/d/companies/endex/__1yPXQtxYejdoTb241G65VMwfNLRug0vfLus7qJxeNvo)

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