Finance Product Specialist

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).

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.

• 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’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.

• 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.