Farsight develops AI automation tools tailored for financial services and insurance workflows. The company provides document synthesis and autonomous workflow agents that process unstructured data within native tools like Excel, PowerPoint, and PDF viewers. Backed by SignalFire.
About the role
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.
What they're looking for
- 2 - 4 years of experience in investment banking and/or private equity
- 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
More about this role
For a long time, Farsight has been best-in-class at deliverables generation and iteration . Unlike general AI finance platforms that focus primarily on research, Farsight has spent years focused on producing high-quality, personalized end deliverables. This has given us a meaningful advantage in capturing judgment data: the comments, edits, and nuances a partner makes on a deck or model as it travels from first draft to final version.
Our platform enables teams to deliver full client-ready documents natively in Microsoft Office Suite (slide decks, CIMs, financial models, memos) end-to-end. By using your firm’s historical best practices and voice there are no generic outputs. Everything is 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.
Our team is made up of Strategy & Ops members with backgrounds from: J.P. Morgan, Morgan Stanley, Evercore, General Atlantic, Mizuho, Barclays, and more!
As a member of the Strategy & Operations Associate, you’ll be the connective tissue across Farsight: translating ideas into execution across product, engineering,...
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