Staff Software Engineer, Full Stack

Formulary Financial, Inc.; New York (NY); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) retirement plan

Stock options with four-year vest and

one-year cliff

Job summary

Formulary Financial, Inc. is seeking an experienced software generalist to own end-to-end platform verticals—from data model to API, UI, and deployment. You will work on real-time calculations, lineage, and AI-driven workflows in a high-stakes, asset-management environment.

The role requires deep TypeScript, distributed systems experience, and AWS/Kubernetes architecture. Hybrid NYC office with a strong emphasis on precision and security.

Qualifications

• 12+ years of hands-on engineering as a generalist.
• Deep TypeScript across the stack: React frontend, GraphQL and gRPC services.
• Built systems where money ties out: payments, billing, ledgers.
• Experience with AI daily and shipping LLMs to production behind guardrails.
• Architect on AWS and Kubernetes with data decisions under it.

Responsibilities

• Own whole verticals end-to-end: data model to API to UI to deployment.
• Ensure real-time calculations (allocations, NAV, capital accounts) are accurate to the cent.
• Maintain lineage so every figure traces to its source file and formula.
• Orchestrate AI, humans, and deterministic workflows; ensure safe double-run execution.
• Manage money movement through production bank connections and reconciliation workflows.
• Implement automated audit data-quality checks and a scalable ontology metamodel.
• Provide client-facing surfaces (web, mobile, Excel) with robust performance and security.

Skills

Generalist engineer

TypeScript

Distributed systems

AI in production

Tools

AWS

Kubernetes

React

GraphQL

gRPC

Job description

About Formulary Financial

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 finance, come build with us.

What Impact You Will Own and Drive

As one of a handful of engineers alongside the CTO and principal engineer on a platform managing billions in assets, you’ll own whole verticals end-to-end — data model to API to UI to deployment.

• Real-time calculation engine. Allocations, NAV, and capital accounts computed on the fly. Every number ties out to the cent.

• Lineage on every figure. Every number traces back to the exact spot in the source file it came from, whatever format the client sent. Derived numbers show their formulas, so you can walk the full calculation chain from a result on screen back to its origin.

• Orchestrating AI, humans, and determinism. Durable workflows where LLM agents, deterministic validators, and humans sign-off each own the steps they’re best at.

• Money movement. Production bank connections, payment rails, and reconciliation workflows. Capital calls settle against real bank activity and tie out automatically.

• Automated audit. A data-quality layer that continuously checks the books for misattributed ledger entries, broken tie-outs, and drifted balances.

• Ontology metamodel. A single semantic model of the fund world generates the platform’s types, authorization rules, and graph schema. Change the model once and the whole platform follows.

• Authorization as a graph. Permissions are live queries over the fund hierarchy. Who can see what falls out of how funds, GPs, and LPs actually relate.

• Client-facing surfaces. The web, mobile, and agentic Excel experiences that fund administrators, GPs, and LPs use every day.

What You Need

• 12+ years of hands-on engineering as a true generalist.

• Deep TypeScript across the stack: React front end, GraphQL and gRPC services.

• You’ve built systems where money has to tie out: payments, billing, ledgers. Fund admin experience optional, precision required.

• You’re comfortable in complex data: versioned history, deep hierarchies, reconciliation. Our data is hard because of its structure, not its size.

• You know distributed systems in practice: idempotency, retries, durable execution. Your workflows are safe to run twice.

• You build with AI daily and have shipped LLMs to production behind real guardrails.

• You architect on AWS and Kubernetes and own the data decisions under it.

• Strong testing, CI/CD, and security habits. You’ve raised the bar on a team before.

Nice to have

• Experience as a founding engineer at a high-growth startup.

• A track record at a world-class fintech (e.g., Ramp, Addepar, Square, Revolut).

• Hands-on experience building an AI-native product or service with strong user adoption.

• Demonstrated impact at a leading financial services or asset management firm.

Who You Are

• You’re an owner. You’re autonomous, comfortable with ambiguity, and you push projects forward without waiting for direction.

• You’re curious about the actual problem, not just the AI layer on top of it. You want to understand how fund administration actually works.

• You care about precision. Speed matters, but not at the cost of numbers that don’t reconcile.

• You have the grit for an early-stage startup. Small team, big surface area, real stakes.

• You move fast and ship, and you’d rather the team win than be right.

• You give and take feedback directly, without ego getting in the way.

• You value excellence, integrity, and the meritocracy of ideas.

• You’re a strong communicator, in writing and in the room.

Why Join Our Mission

• Tangible Ownership. You’ll own significant parts of a product used by some of the most sophisticated investment firms in the world.

• Enduring Impact. Private markets hold nearly $30 trillion, and most of it still runs on spreadsheets, PDFs, and inboxes. The platform you build here will change how this industry operates.

• Dream Team. We’re deliberate about who we hire. You’ll work with some of the brightest minds in AI and finance and do the best work of your career.

• Problem-Solving at the Frontier. We pair people, AI, and deterministic systems to fit the solution to the problem. We automate what’s earned and keep a person on the rest.

• Compensation and Equity. Competitive base salary, comprehensive benefits, and equity ownership in a high-growth, funded venture.

Location

Hybrid: 3 days per week on-site in our New York City office.

Compensation

Base salary: $200,000 to $250,000, plus equity.

Benefits

• Health, dental, and vision insurance

• 401(k) retirement plan

• Stock options with a standard four-year vest and one-year cliff

• Flexible paid time off and paid holidays