Strategy & Operations Associate

Posted 8 Hours Ago
New York City, NY, USA
Hybrid
130K-160K Annually
Mid level
Artificial Intelligence • Software
Farsight is the agentic AI platform helping financial services fully automate entire, highly nuanced workflows.
The Role
As a Strategy & Operations Associate, you'll translate ideas into execution across product, engineering, and customer success, ensuring client success and shaping the platform direction.
Summary Generated by Built In
About Us

Farsight AI is on a mission to Automate work. Amplify strategy. Win more. At Farsight AI, we build AI-driven workflow platforms for high-performance financial institutions — covering investment banking, private equity, wealth & asset management, and hedge funds.

Our platform enables teams to deliver full client-ready documents (slide decks, CIMs, financial models, memos) end-to-end, using your firm’s historical best practices and voice — no generic outputs, everything aligned to your brand.

Security, scale, and precision matter. We operate with SOC-2 compliance, full end-to-end encryption, and deployment options from customer-cloud to on-premise.

Role Overview

As a member of the Strategy & Operations Associate, you’ll be the connective tissue across Farsight: translating ideas into execution across product, engineering, customer success, and leadership.

You’ll partner closely with engineers to help design and shape new product lines. You’ll work hand-in-hand with customers — from onboarding to advanced workflow design — ensuring each client is successful and fully activated. You’ll help define platform direction, prioritize features, and operationalize strategic initiatives. This is a high-leverage, multi-disciplinary role for someone who thrives in ambiguity and wants to directly shape a category-defining company.

We are entirely based in Manhattan, New York City, and are in-person 4 days a week (except Fridays, which are remote).

Key Responsibilities
  • Partner with engineering to scope, test, and launch net-new features and workflows.

  • Serve as a hands-on advisor to strategic customers, guiding onboarding, product setup, and early use-case design.

  • Work directly with users to build and deploy customized workflows using Farsight’s platform.

  • Gather feedback and frontline insights to help shape product roadmap and feature prioritization.

  • Drive cross-functional initiatives that require coordination across the whole organization.

  • Help build internal systems and playbooks to scale operations as the company grows.

  • Contribute to go-to-market motion by translating platform capabilities into clear, value-driven narratives.

Who You Are
  • 2 - 4 years of experience in a high-velocity, high-expectation environment (preferably investment banking, consulting, or PE ops).

  • Deep comfort working across functions with high ambiguity

  • Strong communication and project management skills — you’re able to turn ambiguity into action.

  • Scrappy and entrepreneurial: you’re willing to figure things out without a playbook.

  • Analytical thinker who’s excited to work with technical teams and complex products.

  • Obsessed with quality. You’re not satisfied until things work and scale.

  • NYC-based and able to work onsite as needed.

Nice-to-Have
  • Experience / interest in enterprise SaaS, B2B AI platforms, or fintech/financial services

  • Familiarity with tools like PowerPoint, Excel, CRMs, and data room platforms

  • Technical background or experience working closely with engineers

Compensation & Benefits
  • Salary range: $130,000 to $160,000 annually, commensurate with experience.

  • Equity is provided to all of our employees

  • Comprehensive medical, dental and vision insurance

  • Unlimited PTO

Note: You'll need valid U.S. work authorization to join us.

Please note that a background check and employment verification may be required for this position. We may obtain one or more background screening reports about you, solely for employment purposes.

Equal Opportunity

Farsight is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal, state, and local law.

Skills Required

  • 2 - 4 years of experience in a high-velocity environment (preferably investment banking, consulting, or PE ops)
  • Strong communication and project management skills
  • Comfort working across functions with high ambiguity
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The Company
30 Employees
Year Founded: 2022

What We Do

Farsight is the agentic AI platform for financial services, currently helping investment banks and private equity firms fully automate entire, highly nuanced workflows. Today, institutions will spend 80% of their time gathering information for and creating first drafts of materials by hand before iterating on and refining their decks, models, and pitches. We not only give them that time back to focus on what is important, but we also bring new insights and knowledge to their materials that they wouldn’t be able to uncover without the help of our financial-focused AI.

Why Work With Us

Our team has had a wide range of experience that uniquely equips us to capture this massive opportunity. Our team comes from leading financial institutions like Evercore, General Atlantic and Menlo Ventures, supercharged by scalable engineering and AI skills from companies including Amazon, Hugging Face and the MIT Media Lab.

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