---
title: 'Finance Product Specialist (Full/Part-Time) at Endex'
canonical: 'https://feeny.ai/job/finance-product-specialist-full-part-time-endex-new-york-s4zxt7rt5dfw'
type: 'job'
last_seen: '2026-09-08'
---

# Finance Product Specialist (Full/Part-Time) at Endex

- **Company:** Endex
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-10-16
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/endex/520aab75-0be5-4dcd-ba65-d809f5420098

## Job description

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 native in Excel. 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 (Lead Investor in $14M Round).

## About the Role

Location: New York City

Commitment: Part-Time (hybrid) or Full-Time (in office)

As a product specialist at Endex, you will play a critical role in ensuring Endex is the most comprehensive, and accurate financial tool across all financial sectors. Your scope will include ensuring Endex supports industry workflows intuitively and completely and validating Endex’s outputs to match the expectations of our strong enterprise pipeline. This role is available on a part-time, asynchronous basis or full-time in-person. In addition, this role can open opportunities to move full-time under various roles as Endex scales.

## Your Key Responsibilities

- Validate Output Quality: Rigorously test and evaluate the model’s financial outputs for correctness, edge cases, and domain consistency.
- Investigate Errors: Diagnose model failure modes, root-cause them, and propose mitigation strategies.
- Translate Finance Intuition into Product: Convert your real-world financial experience into heuristics, rules, or guardrails for model behavior.
- Influence Roadmap Priorities: Recommend where to invest development effort (e.g. sector specialization, comparables, forecasting logic) based on user needs.
- Collaborate Cross-Functionally: Work closely with ML engineers, data scientists, and product teams to align metrics, trade-offs, and UX.

You Might Be A Fit If…

- You’ve held roles in investment banking, private equity, sell-side research, public markets investing (mid-cap or larger), or FP&A and strategic or corporate finance.
- You have deep conviction about what “high-quality financial analysis” looks like and can spot when something is off.
- You enjoy bridging domain knowledge and technical product design.
- You like working in early-stage, high-ambiguous settings and want to shape how AI is used in finance.

Full-Time Specific-Benefits

- Health Care - We offer comprehensive health insurance
- Monthly Wellness Stipend
- Retirement - 401K Matching
- Competitive Salary + Equity

Join us in building the AI-native vertical finance tool, transforming how thousands of firms operate and compete.

## 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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