Client Strategy & Operations Associate - Investment Banking (New York)
About The Position
Client Strategy & Operations Associate - Investment Banking (New York) About Finster AI 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. The Role As a Client Strategy and Ops Associate, you will collaborate directly with prospects and clients to help them realize the full value of Finster’s AI platform. You’ll identify opportunities for growth, ensure client success, and relay valuable insights to our product teams. As a subject matter expert on the Finster AI platform and its workflows, you will:
Requirements
- 2–5 years of experience working in investment banking, private equity, or private credit
- Deep understanding of investment banking workflows
- Exceptional analytical, written, and verbal communication skills
- Highly organized, with the ability to manage multiple priorities in a fast-paced, dynamic environment
- Deep curiosity about AI and technology’s role in reshaping finance
- Ambitious and motivated to accelerate your career in a high-growth, high impact environment
Nice To Haves
- Are comfortable being challenged and feel at home with ambiguity and rapid change
- Enjoy working in an entrepreneurial, fast-paced environment where priorities can shift and new opportunities emerge quickly
- Can work autonomously
- Are highly collaborative and an effective communicator
Responsibilities
- Drive client expansion: Build and grow relationships with new and existing clients across investment banking, research, and private credit
- Scale GTM infrastructure: 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
- Collaborate with Product: Work closely with the product team to surface customer insights, identify workflow pain points, and influence roadmap priorities
- Deliver Client Success: Partner with users inside of investment banks to support their AI adoption journey and ensure they derive measurable value from Finster
- Contribute to Operational Excellence: Analyse, refine, and implement processes to improve efficiency, visibility, and scalability across the commercial organization
- Execute Strategic Projects: Assist with cross-functional strategic initiatives such as pricing strategy, commercial collateral development, client impact analysis
Benefits
- 25 days PTO, excluding bank holidays
- 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.
- Generous healthcare and dental package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
