Strategy & Operations Associate

Farsight; New York (NY); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Equity for all employees

Medical, dental, and vision insurance

Unlimited PTO

Job summary

Farsight in New York City is seeking a Strategy & Operations Associate to translate ideas into execution across product, engineering, customer success and leadership.

You’ll partner with engineers to design and shape new product lines, and work closely with customers from onboarding to advanced workflow design, ensuring each client is activated and successful. This is a high-leverage, multi-disciplinary role in a category-defining company.

Qualifications

• 2–4 years of experience in investment banking and/or private equity.
• Strong communication and project management skills.
• Analytical thinker who can work with technical teams.
• NYC-based and able to work onsite as needed.

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.

Skills

Cross-functional collaboration

Project management

Analytical thinking

Effective communication

Ambiguity handling

Tools

PowerPoint

Excel

CRM systems

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 Affir mpiesced 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.

Compensation Range: $130K - $160K