Full-Time

Operations

Endex

Endex

11-50 employees

AI-powered platform for unified financial analysis

No salary listed

New York, NY, USA

In Person

Five to six days in person per week required.

Category
Business & Strategy (1)
Required Skills
Market Research
Sales
Excel/Numbers/Sheets
Financial Modeling

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Requirements
  • 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.
  • You are intellectually curious, quick to learn, and eager to take on new challenges across a wide range of responsibilities.
  • You move fast, leverage your network, and figure things out even without a playbook.
  • You translate company strategy into action by identifying, prioritizing, and driving forward key initiatives.
  • You help set the company’s operating rhythm by designing and implementing systems.
  • Strong communication and collaboration across functions and teammates are required.
Responsibilities
  • Work directly with the CEO to identify, prioritize, and drive forward high-impact initiatives.
  • Ensure day-to-day needs across customers, partners, and internal systems are met quickly and effectively.
  • Gather insights from customers, evaluate workflows, and analyze the competitive landscape to inform product direction and strengthen the company’s position as an AI Excel tool.
  • Join key sales conversations, build and optimize pipeline systems, and create marketing materials and strategy to accelerate growth.
  • Research and validate new markets and applications for frontier agentic services, helping define where the company expands next.
  • Lead recruiting efforts, identify bottlenecks, and manage hiring processes to attract and select top talent.
Desired Qualifications
  • Early-stage startup experience.
  • Finance experience relevant to the company’s business.

Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and acts as an autonomous financial analyst by using a generative AI model trained on the firm’s internal knowledge. The system indexes data from multiple sources, enabling task decomposition into customizable, traceable plans that execute steps automatically while keeping data secure. Its focus on firm-specific models, data unification, and auditable workflows helps investment teams speed up analysis and decision-making.

Company Size

11-50

Company Stage

Early VC

Total Funding

$14M

Headquarters

New York City, New York

Founded

2022

Get referred to Endex

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Endex raised $14M from OpenAI Startup Fund in August 2025.
  • It reported working with financial firms for a year before public launch.
  • Demand after launch and eight open roles suggest active hiring and traction.

What critics are saying

  • Microsoft shipped finance Copilot skills, connectors, and traceability in June 2026.
  • Endex depends on Excel distribution and can be copied by Microsoft fast.
  • Invite-only capacity and a tiny team limit adoption before rivals close the gap.

What makes Endex unique

  • Endex lives inside Excel, targeting analysts where work already happens.
  • Its pitch centers on traceable, stepwise agentic modeling for finance teams.
  • OpenAI Startup Fund backing signals tight alignment with frontier reasoning models.

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Benefits

Health Insurance

Retirement planning

Stock Options

401(k) Retirement Plan

401(k) Company Match

Growth & Insights and Company News

Headcount

6 month growth

18%

1 year growth

8%

2 year growth

18%
TechStartups
Aug 6th, 2025
Endex.ai raises $14M in funding led by OpenAI Startup Fund to bring AI agents directly into Excel

Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.

TechStartups
Aug 6th, 2025
Endex.ai raises $14M for Excel AI

Endex.ai, an AI startup, has raised $14M in funding led by the OpenAI Startup Fund to integrate AI agents into Microsoft Excel. Founded in 2022 by Tarun Amasa and Kevin Yang, Endex.ai has been collaborating with financial institutions to refine its product. The funding marks a significant step in bringing AI capabilities to one of the most traditional business tools, Excel.

Business Wire
Mar 21st, 2024
Thiel Foundation Announces Next Thiel Fellow Class

LOS ANGELES--(BUSINESS WIRE)--The Thiel Foundation has unveiled the 2024 class of Thiel Fellows, assembling a group of 20 brilliant young minds who are set to disrupt various industries. Established in 2011, the Thiel Fellowship provides each recipient with $100,000 and access to a powerful network of tech founders, investors, scientists, and former fellows. All that is asked of the fellows is that they commit to focusing full-time on their projects, companies, or ideas unencumbered by traditional academic constraints. "Today's universities are as corrupt as the medieval Catholic Church. The Reformation is underway," said Peter Thiel

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