---
title: 'Marketing at Endex'
canonical: 'https://feeny.ai/job/marketing-endex-new-york-6zqxvbk9efkt'
type: 'job'
last_seen: '2026-09-08'
---

# Marketing at Endex

- **Company:** Endex
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-04-19
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/endex/96d4d3f5-8f02-46df-beed-f871dce25901

## 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 ($14M Raise in Aug. 2025).

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

## About the Role

Location: New York City Commitment: 5-6 Days In-Person

Brand marketers at Endex shape how the most demanding buyers in finance encounter our work. You'll generate the ideas and ship them end-to-end: brief, vendors, production, launch, and measurement. If you thrive in ambiguity and want to build the brand of a category-defining company, let's chat.

## Your Key Responsibilities

- Own the Brand Voice: Shape Endex's brand across every public surface including website, newsletter, LinkedIn, launch announcements, and sales collateral.
- Run Campaigns End-to-End: Lead the creative, production, and measurement of Endex's brand campaigns across OOH, conferences, social media, launches.
- Manage Agencies and Vendors: Build a creative bench across design, video, and production as we scale.
- Partner Across the Company: Work with product, sales, and leadership to translate complex capabilities into language finance professionals find credible and compelling.
- Measure and Iterate: Bring analytical rigor to every campaign to know what worked, what didn't, and what to run next.

## What We're Looking For

- Creative and Analytical: You generate the idea, write the brief, hire the vendors, manage the budget, and ship the work.
- Writer First: You write with the precision a finance audience demands, and your portfolio includes long-form work you personally produced and shipped.
- Builder: You'd rather ship three good things this month than plan one perfect thing for next quarter.
- Taste: You have a campaign from any company, any category that you genuinely admire, and you can articulate exactly why it works.
- Extensible: You adapt fast as the product and company evolve around you.
- 3+ years of experience in brand marketing

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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