Strategy & Operations Associate

Farsight AI; New York (NY); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Equity provided

Medical, dental and vision insurance

Unlimited PTO

Job summary

Farsight AI in New York City is seeking a Strategy & Operations Associate to serve as the connective tissue across product, engineering, customer success, and leadership. You’ll translate ideas into execution, design new product lines with engineers, and partner with customers from onboarding to advanced workflow design, ensuring successful activation.

You’ll help define platform direction, prioritize features, and operationalize strategic initiatives in a high-leverage, multi-disciplinary role

Qualifications

• 2–4 years in investment banking or private equity.
• Comfort working across functions with high ambiguity.
• Strong communication and PM skills; you’re able to turn ambiguity into action.
• Analytical thinker with an interest in technical products.

Responsibilities

• Scope, test, and launch net-new features and workflows with engineering.
• Advise strategic customers on onboarding and early use-case design.
• Build and deploy customized workflows using Farsight’s platform.
• Provide feedback to shape product roadmap and prioritization.
• Drive cross-functional initiatives that require coordination across the organization.
• Build internal systems and playbooks to scale operations.
• Translate platform capabilities into clear, value-driven narratives for GTM.

Skills

Communication

Project management

Ambiguity navigation

Analytical thinking

Entrepreneurial mindset

Cross-functional collaboration

Stakeholder alignment

Tools

PowerPoint

Excel

CRM

Data room platforms

Job description

About Us

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!

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 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.

• 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 Aff