Join our mission

Build the future of fund administration with us

Careers

Do the most ambitious work of your career

We built Formulary to pioneer the next frontier in fund administration services. Today, accountants spend more than 70% of their time on repetitive, administrative work instead of servicing clients.

Our core belief is that fund administration should be human led. We build technology that turbocharges accountants and fosters thought partnership with their clients. If this sounds exciting, we would love to hear from you.

Team meeting in the conference roomTeam laughing in the conference roomTeam whiteboarding a system diagramTeam member working at his deskTwo members of the Formulary team at a table on a porchTwo team members on a terrace in Midtown
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01

Ownership you can point to

You will own significant parts of a platform used by sophisticated investment firms, from the data model to the screen a general partner reads.

02

Work that compounds

Private markets still run largely on spreadsheets, PDFs and inboxes. What you build here changes how the work is done, not just how fast.

03

The right tool for each step

We pair people, AI and deterministic systems to fit the solution to the problem. We automate what has been earned and keep a person on the rest.

Benefits

Health, time and opportunity to grow

Health, dental and vision insurance

Medical, dental and vision coverage so you can feel your best and do your best work.

Life insurance

Coverage that provides financial protection for the people who depend on you.

Disability insurance

Income protection if an illness or injury keeps you away from work for a time.

401(k) retirement plan

Build long-term savings for your future through a company retirement plan.

Paid time off and holidays

Time to rest and recharge, with company holidays throughout the year.

Professional development

Room to grow through new responsibilities, mentorship and learning.

The Spotlight Series

Hear it from the people doing the work

“These were my people. From the moment I met Bryan and Richard, I could tell we shared the same values, not just around accounting but around life. You can tell when someone thinks the way you do. I knew we’d get along.”

Micah Lewis

Director of Accounting

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