---
title: 'Operations at Endex'
canonical: 'https://feeny.ai/job/operations-endex-new-york-3key0h1hk0nn'
type: 'job'
last_seen: '2026-09-08'
---

# Operations 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/71936ea5-68e4-4697-995f-fe44905382e2

## 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

Operators at Endex manage strategic initiatives, drive operational excellence, and own business growth. The role flexes across numerous high-impact, high-visibility workstreams, from leading GTM calls, hiring our future team, owning feature roadmaps, establishing new verticals and more. If you thrive in ambiguity and seek the opportunity to build the backbone of a transformational company, let’s chat.

## Your Key Responsibilities

- Execute Strategy: Work directly with the CEO to identify, prioritize, and drive forward high-impact initiative
- Own Critical Operations: Ensure day-to-day needs across customers, partners, and internal systems are met quickly and effectively.
- Shape the Product Roadmap: Gather insights from customers, evaluate workflows, and analyze the competitive landscape to inform product direction and strengthen Endex’s position as the premier AI Excel tool.
- Support Go-To-Market: Join key sales conversations, build and optimize our pipeline systems, and create marketing materials and strategy to accelerate growth.
- Explore New Verticals: Research and validate new markets and applications for Endex’s frontier agentic services, helping define where we expand next.
- Recruit and Build the Team: Lead recruiting efforts, identify bottlenecks, and manage hiring processes to attract and select top talent.

## What We’re Looking For

- Athlete: You have a proven track record of excellence in fast-paced environments. You thrive under pressure, set a high bar for yourself, and are driven to help your team succeed.
- Versatile Problem-Solver: You’re intellectually curious, quick to learn, and eager to take on new challenges across a wide range of responsibilities
- Relentlessly Resourceful: Ambiguity doesn’t slow you down. You move fast, leverage your network, and figure things out even without a playbook.
- Execution-Oriented: You translate company strategy into action by identifying, prioritizing, and driving forward key initiatives.
- Organizer: You help set the company’s operating rhythm, designing and implementing systems
- Strong communication: Collaboration across functions and teammates is core to Endex
- Low ego: You listen actively, welcome feedback, and stay focused on outcomes rather than credit. You’re confident in your abilities but humble enough to adapt and learn.

Nice to haves…

- Early-stage start-up experience
- Finance experience relevant to Endex’s business

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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