Software Engineering Intern

ABOUT FORMULARY FINANCIAL

Our mission is to be the most reliable operations partner to asset management firms by equipping them with expert service and AI. We deliver unprecedented speed, data accuracy, and actionable insights to help investors manage and grow their businesses.

This is a unique opportunity to join a category-defining business built by veterans in asset management and AI/ML (Bridgewater Associates, Meta, IBM Watson, Elemental Cognition), backed by premier investors (Khosla Ventures, Acrew Capital, Serena Ventures, Company Ventures), and driving transformation in one of the largest industries in financial services. Formulary rapidly grew to manage billions in assets across a global client base that represents leading firms and is scaling to transform the $30 trillion fund administration industry.

We’ve assembled a dream team of experts passionate about solving complex problems with powerful technology and delivering exceptional, white-glove service to investors. We are deeply committed to our mission, incredibly customer-focused, and inspired to reshape the private markets industry. If you want to move fast, hold yourself to a high bar, and make a meaningful difference in the future of finance, come build with us.

THE INTERNSHIP

Our summer internship is an 8-week program for exceptional students who have learned to find answers in messy, real-world data and want to become outstanding software engineers. You’ll join a small engineering team, work directly with our CTO, and build products that some of the most sophisticated investment firms in the world use.

Students who come to engineering through data science, statistics, or quantitative research bring a rare instinct: they move quickly through ambiguous data to an answer. We build on that instinct and teach the engineering discipline that turns fast analysis into reliable software. Our engineers average more than 16 years of experience, and teaching is part of how we work. Expect real code review, direct feedback, and mentorship that is hard to find at a company of any size.

WHAT YOU WILL BUILD

This is not a summer of bug tickets. Interns prototype new products, often directly with clients. Past interns built MCP integrations and insight dashboards in partnership with clients managing more than $1 billion in assets.

- Client-facing prototypes. Work with our team and our clients to turn a real problem into a working product, then iterate on their feedback.

- AI that works with fund data. Build MCP servers and LLM-powered workflows that let AI tools reason over real fund data, and measure where they succeed and where they fail.

- Insights investors act on. Build dashboards and analytics that help fund managers and their investors understand performance, exposure, and risk.

- Messy data made trustworthy. Fund statements, capital account reports, and general ledgers arrive as PDFs, spreadsheets, and emails in every format imaginable. Help turn them into structured data, with every number traced back to its source.

- A project you own. Every intern owns a project from first prototype to delivery, and presents it to the company at the end of the summer.

WHAT YOU WILL LEARN

- How production software gets built: version control, code review, testing, CI/CD, and running services people depend on.

- How to work in a modern TypeScript and Python codebase, with AI coding tools at the center of the workflow.

- How private markets actually work: funds, capital calls, NAV, and the accounting underneath them.

- How senior engineers think about correctness, design, and tradeoffs, by working alongside them every day.

WHAT YOU NEED

- Pursuing a bachelor’s degree in data science, statistics, computer science, mathematics, economics, or another quantitative field, graduating in 2028 or 2029.

- Strong Python and SQL, and real experience with messy data from research, coursework, a job, or your own projects.

- You’ve taken an analysis from raw da