Full-Time
Finance Product Specialist
Full/Part-Time
Endex
11-50 employees
AI-powered platform for unified financial analysis
No salary listed
New York, NY, USA
In Person
Part-time hybrid arrangement or full-time in-office; NYC.
 Product (1) |
|---|
- Location: New York City
- Commitment: Part-Time (hybrid) or Full-Time (in office)
- Role: product specialist at Endex with responsibilities to validate outputs, investigate errors, translate finance intuition into product heuristics, influence roadmap priorities, and collaborate cross-functionally.
- 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.
- Experience in investment banking, private equity, sell-side research, public markets investing (mid-cap or larger), or FP&A and strategic or corporate finance.
- Deep conviction about what “high-quality financial analysis” looks like and ability to spot when something is off.
- Enjoy bridging domain knowledge and technical product design.
- Interest in early-stage, high-ambiguous settings and shaping how AI is used in finance.
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
Simplify's Take
What believers are saying
- OpenAI Startup Fund backing signals strong product-market fit and preferential model access.
- 1.2 billion Excel users represent massive TAM for financial analysis automation.
- Multi-source data integration unifies fragmented workflows for investment teams managing complex ecosystems.
What critics are saying
- Microsoft Excel Copilot native AI agents render Endex's add-in model obsolete within months.
- Adeia patent litigation over AI-in-spreadsheet technology threatens operational continuity and investor confidence.
- OpenAI's standalone o3-mini financial analyst app cannibalizes Endex's Excel-dependent business model.
What makes Endex unique
- Excel-native deployment eliminates adoption friction versus standalone financial analysis platforms.
- OpenAI's reasoning models enable superior performance on complex financial tasks like DCF modeling.
- Auditable AI outputs with integrated citations address regulatory compliance constraints in financial services.
Help us improve and share your feedback! Did you find this helpful?
Your Connections
People at Endex who can refer or advise you
Benefits
Health Insurance
Retirement planning
Stock Options
401(k) Retirement Plan
401(k) Company Match
Growth & Insights and Company News
6 month growth
↓ -11%1 year growth
↓ -4%2 year growth
↓ -14%Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.
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.
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
By seamlessly integrating Endex into Infinitt's systems, healthcare practitioners and institutions gain access to standardized medical images, a catalyst for heightened efficiency and smoother diagnostic workflows.