As a founding-stage engineer at Formulary Financial, Inc., you will build the world’s first AI-native data platform for fund administration. You’ll design scalable backend services, user-centric frontends, and integrate agentic AI workflows. This high-ownership role allows you to shape the technical architecture and product direction while tackling complex fintech challenges for leading global asset managers.
Senior Software Engineer at Formulary Financial, Inc.
Join Formulary Financial, Inc. Backed by Khosla Ventures and Serena Ventures, we are building an AI-native platform to replace legacy manual processes for global PE and VC firms. If you have 8+ years of full-stack experience and a passion for agentic AI and high-scale data systems, this is your chance to shape the future of private market infrastructure. Work alongside repeat fintech founders in New York and own a significant piece of a category-defining business.
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Location
New York, United States
Compensation
$180k-$250k + Equity
Company
Formulary Financial, Inc.
Role overview
Formulary Financial, Inc. is a modern, AI-native fund administration firm that provides full-service fund administration for private equity, growth equity, and venture capital managers. It combines best-in-class talent in asset management, fund accounting, and artificial intelligence with proprietary technology to transform traditional, paperwork-heavy fund administration into reliable data infrastructure, intelligent fund operations, and tailored insights for general partners (GPs) and limited partners (LPs). The company focuses on delivering accurate, timely fund accounting, investor reporting, and operational support while leveraging AI to automate workflows, reduce errors, and provide analytics that help investment firms manage and scale their businesses more efficiently. Founded in 2025 and based in New York City, Formulary Financial positions itself as a strategic partner to alternative asset managers seeking a more technologically advanced and data-driven approach to fund administration.[1][5]
What you will do
- Build and scale a full-stack platform connecting fund administration teams, GPs, and LPs using modern distributed cloud architectures.
- Design and integrate agentic AI capabilities to automate complex financial workflows and streamline investor communications and reporting.
- Architect robust data systems and back-end frameworks to manage billions in assets while ensuring data accuracy and accessibility.
Who this is a fit for
- Has 8+ years of professional full-stack engineering experience with a deep understanding of storage systems, databases, and DevOps.
- Demonstrates a proven track record of shipping quality products at early-stage startups or world-class fintechs like Ramp or Square.
- Possesses a strong interest in AI/ML and the ability to navigate ambiguous, complex problems with an owner’s mindset.
Why this role is remarkable
- Join the founding engineering team at a Khosla-backed startup reinventing a multi-trillion dollar industry with AI-native technology.
- Experience high-speed, high-leverage work while collaborating directly with repeat founders and veterans from top-tier firms like Ramp and Addepar.
- Influence the entire technical stack, from data pipelines to agentic AI workflows, with meaningful equity in a high-growth venture.
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If your profile’s a match and Formulary Financial, Inc. wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.