Strategy & Operations Associate
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly. We have sections: About Us (company description) maybe "About the role"? Actually "About Us" is about company, not role. The instruction says use headings like About the role, Responsibilities, etc. But we can still use About Us as heading? It says "e.g." not exclusive. Probably we can use About Us as heading. However they said "Do NOT repeat the job title as a heading (the page already shows it)". Job title is "Strategy & Operations Associate". Not present as heading. We need to include sections only when posting has real specific content. We have: - About Us (company description) - yes. - Role Overview - could be "About the role" maybe. - Key Responsibilities - Responsibilities. - Who You Are - Requirements/Qualifications/Skills. - Compensation & Benefits - Benefits and Pay. - Also note about work authorization etc maybe minor metadata. We need to avoid boilerplate: EEO, equal opportunity, scam warning, application instructions, note about background check? The note about background check maybe not boilerplate? It's a note but could be considered minor metadata; we could fold into a short p or drop. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." The background check note could be minor metadata; we can include as a short p maybe under a generic section? But we might drop it as it's not substantive. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The background check note is not exactly EEO but could be considered legal. Safer to drop it. Also "Compensation Range: $130K - $160K" duplicate of earlier salary range; we should not duplicate. We need to preserve all substantive information. Let's extract substantive content: About Us paragraph: "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 paragraph: "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 bullet list: - 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 bullet list (requirements): - 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 (maybe Skills): - 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 We should not include "commensurate with experience" as filler? It's part of salary range; it's okay. We need to output HTML with
headings for each section we include.
Potential sections:
- About Us (maybe heading About Us)
- About the role (Role Overview)
- Responsibilities
- Requirements (or Qualifications) - we can combine Who You Are and Nice-to-Have as Requirements? But we could have separate sections: Qualifications and Skills. The instruction says use headings like Requirements, Qualifications, Skills. We could have Qualifications for required experience, Skills for nice-to-have.
Thus:
About Us
...
About the role
...
Responsibilities
- ...
Qualifications
- ...
Skills
- ...
Benefits
- ...
Pay
Salary range: $130,000 to $160,000 annually, commensurate with experience. Equity is provided to all of our employees.
Then Benefits separate: medical, dental, vision, unlimited PTO. But we could combine Pay and Benefits under Benefits heading? The instruction says prefer few substantive sections over many thin ones. However we need to include Pay only if posting states it. It does. So we need a Pay section. Benefits section also needed if posting states benefits. It does. So we need both. Thus sections: About Us, About the role, Responsibilities, Qualifications, Skills, Pay, Benefits. We must not include empty sections. Now craft HTML. We need to ensure we don't include any markdown fences. Let's write: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!
About the role
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).
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.
Qualifications
- 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.
Skills
- 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
Pay
Salary range: $130,000 to $160,000 annually, commensurate with experience. Equity is provided to all of our employees.
Benefits
- Comprehensive medical, dental and vision insurance
- Unlimited PTO