Finance Product Specialist

Posted 3 Days Ago
New York City, NY, USA
In-Office
Entry level
Software • Generative AI
The Role
Validate and improve AI-generated financial outputs across finance sectors. Investigate model errors, identify root causes, develop financial heuristics and guardrails, recommend product roadmap priorities, and collaborate with ML engineers, data scientists, and product teams to improve accuracy, metrics, and user experience.
Summary Generated by Built In

Who We Are?

Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.

About the Role

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.

Your Key Responsibilities

  • 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 Might Be A Fit If…

  • 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.

Full-Time Specific-Benefits

  • 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.

Skills Required

  • Experience in investment banking, private equity, sell-side research, public markets investing, FP&A, strategic finance, or corporate finance
  • Deep understanding of high-quality financial analysis and ability to identify inaccurate or inconsistent outputs
  • Ability to translate finance domain knowledge into product heuristics, rules, or model guardrails
  • Interest in bridging financial expertise with technical product design
  • Comfort working in an early-stage, ambiguous environment
Am I A Good Fit?
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The Company
HQ: New York, New York
19 Employees
Year Founded: 2022

What We Do

Modern Intelligence Layer for Financial Firms.

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