Formulary Financial designs tools that enhance financial decision-making, streamline workflows, and optimize portfolio oversight for institutional clients. Backed by Human Ventures.
About the role
Mentorship and Development: Serve as a coach to other team members. Thought Partnership: Identify opportunities to serve as a thought partner to general partners and limited partners. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- You set high goals, are driven to become the best at what you do and do not settle
- You put the needs, priorities and interests of clients at the heart of everything you do, never compromising customer experience for anything else
- You nurture an environment that attracts, develops and empowers the brightest minds to collaborate and achieve audacious goals
- You are mission-driven and motivated to build a category-defining business from scratch
- You possess relentless drive, grit, and the inspiration to work at an early-stage startup
- You act like an owner, deal well with ambiguity, and push for results without constant guidance
More about this role
Our mission is to be the most reliable operations partner to asset management firms by equipping them with expert service and AI. We deliver unprecedented speed, data accuracy, and actionable insights to help investors manage and grow their businesses.
This is a unique opportunity to join a category-defining business built by veterans in asset management and AI/ML (Bridgewater Associates, Meta, IBM Watson, Elemental Cognition), backed by premier investors (Khosla Ventures, Acrew Capital, Serena Ventures, Company Ventures), and driving transformation in one of the largest industries in financial services. Formulary rapidly grew to manage billions in assets across a global client base that represents leading firms and is scaling to transform the $30 trillion fund administration industry.
We’ve assembled a dream team of experts passionate about solving complex problems with powerful technology and delivering exceptional, white-glove service to investors. We are deeply committed to our mission, incredibly customer-focused, and inspired to reshape the private markets industry. If you want to move fast, hold yourself to a high bar, and make a meaningful difference in the future of...
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