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Client Strategy & Operations Associate - Asset Management (New York)
Finster AI
New York1mo ago
- Seniority
- Junior
About the role
<p><strong><span data-contrast="auto">Compensation: $125,000-$140,000 + performance-based bonus</span></strong></p>
<p> </p>
<p><strong><span data-contrast="auto">About Finster AI</span></strong><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">We’re a Series A stage firm, redefining the future of finance with our AI-native research and task automation platform, backed by leading, global venture investors. Founded by a team of experts from Google DeepMind, Meta AI, and J.P. Morgan, Finster AI provides cutting-edge solutions to help finance professionals unlock unique insights with greater efficiency and accuracy. We’re seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence as we scale.</span><span data-ccp-props="{}"> </span></p>
<p><span data-ccp-props="{}"> </span></p>
<p><strong><span data-contrast="auto">The Role</span></strong><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">As a </span><span data-ccp-parastyle="Normal (Web)">Client Strategy and Ops Associate</span><span data-ccp-parastyle="Normal (Web)">, you will collaborate directly with prospects and clients to help them realize the full value of Finster’s AI platform. </span><span data-ccp-parastyle="Normal (Web)">You’ll</span> <span data-ccp-parastyle="Normal (Web)">identify</span><span data-ccp-parastyle="Normal (Web)"> opportunities for growth, ensure client success, and relay valuable insights to our product teams.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">As a subject matter expert on the Finster AI platform and its workflo</span></span><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">ws, you</span></span><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)"> will:</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Help expand client opportunities: </span></strong><span data-contrast="auto"> Expand relationships with new and existing clients across investment banking, research, and asset management.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><strong><span data-contrast="auto">Help scale GTM infrastructure: </span></strong><span data-contrast="auto"> Help to operationalize Finster’s go-to-market motion including defining processes, managing tools (CRM, analytics, enablement), and helping to evolve sales and client success playbooks.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><strong><span data-contrast="auto">Collaborate with Product: </span></strong><span data-contrast="auto"> Work closely with the product team to surface customer insights, identify workflow pain points, and influence roadmap priorities.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><strong><span data-contrast="auto">Deliver Client Success:</span></strong><span data-contrast="auto"> Partner with users inside of asset management firms to support their AI adoption journey and ensure they derive measurable value from Finster.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><strong><span data-contrast="auto">Contribute to Operational Excellence: </span></strong><span data-contrast="auto"> Analyse, refine, and implement processes to improve efficiency, visibility, and scalability across the commercial organization.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><strong><span data-contrast="auto">Help Deliver Strategic Projects:</span></strong><span data-contrast="auto"> Assist with cross-functional strategic initiatives such as pricing strategy, commercial collateral development, client impact analysis.</span><span data-ccp-props="{}"> </span></li>
</ul>
<p><strong><span data-contrast="auto"> </span></strong><span data-ccp-props="{"335559685":720}"> </span></p>
<p><strong><span data-contrast="auto">Who You Are</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">2–4 years of experience either servicing or working in asset management, private equity, private credit, management consulting, or equity research.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Deep understanding of workflows inside of asset management.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Exceptional analytical, written, and verbal communication skills.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Highly organized, with the ability to manage multiple priorities in a fast-paced, dynamic environment.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Deep curiosity about AI and technology’s role in reshaping finance.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Ambitious and motivated to accelerate your career in a high-growth, high impact environment.</span><span data-ccp-props="{"335559739":160}"> </span></li>
</ul>
<p><span data-ccp-props="{"335559738":240,"335559739":160}"> </span></p>
<p><strong><span data-contrast="auto">You Will Thrive Here if You</span></strong><span data-ccp-props="{"335559738":240,"335559739":160}"> </span></p>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Are comfortable being challenged and feel at home with ambiguity and rapid change.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Enjoy working in an entrepreneurial, fast-paced environment where priorities can shift and new opportunities emerge quickly.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Can work autonomously.</span><span data-ccp-props="{}"> </span></li>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Highly collaborative and are an effective communicator.</span><span data-ccp-props="{"335559739":160}"> </span></li>
</ul>
<p> </p>
<p><strong><span data-contrast="auto">Why Finster</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Impact: </span></strong><span data-contrast="auto">As an early-stage company, you’ll be part of the team shaping the commercial and operational foundation of one of the most exciting AI platforms in financial services.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><strong><span data-contrast="auto">Exposure:</span></strong><span data-contrast="auto"> You’ll work directly with senior leadership and clients at Tier 1 investment banks and asset managers.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><strong><span data-contrast="auto">Growth:</span></strong><span data-contrast="auto"> Be part of a company scaling rapidly after Series A, with opportunities to grow the scope and responsibility of your role.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><strong><span data-contrast="auto">Exceptional team:</span></strong><span data-contrast="auto"> We are a world class team that combines expertise from AI labs (Google DeepMind, Meta AI) with leading Financial institutions (Morgan Stanley, J.P. Morgan, Rothschild & Co, Aviva Investors, Visible Alpha, Revolut). </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><strong><span data-contrast="auto">Culture:</span></strong><span data-contrast="auto"> We deeply value collaboration, intellectual curiosity, disagreement and high performance.</span><span data-ccp-props="{"335559739":160}"> </span></li>
</ul>
<p><strong><span data-contrast="none">Benefits at Finster AI</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":220,"335559739":220}"> </span></p>
<p><span data-contrast="none">We’re a growing, cross-functional team that values supporting each other's development. As part of the team, you can expect:</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":220,"335559739":220}"> </span></p>
<ul>
<li><span data-contrast="none">25 days PTO, excluding bank holidays</span></li>
<li>Flexible working - Our flexible work model aims to meet the needs of our diverse employee community by making work more flexible, connected, and inclusive. Depending on the role and needs of the team, Finster AI employees have the flexibility to work from home 2 days per week.</li>
<li>Generous healthcare and dental package<span data-ccp-props="{"134233117":false,"134233118":false,"335559738":220,"335559739":220}"> </span></li>
</ul>
Perks & benefits
- Paid Time Off
- Equity Compensation
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