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Business Development Representative

Syntax · New York City

Sales / BD New York City Posted May 20, 2026

About Syntax Data

Syntax Data is rapidly becoming a recognized leader in the explosive direct indexing segment of investment management. Direct indexing is pushing the boundaries of passive investment, allowing financial intermediaries to provide their clients with low-cost, highly customized, tax-efficient and fully transparent investment solutions. Through Syntax Direct, the most advanced platform of its kind on the market today, wealth managers have access to an advanced tool to create highly customized, institutional-quality indexes at scale to better serve the needs of an increasingly demanding and diverse client base.

About the Role

Syntax Data is seeking a Business Development Representative to support the growth of Syntax Direct and expand our footprint across RIAs, financial advisors, and platform partners. This role will focus on outbound outreach, inbound lead follow-up, and product demonstrations, while also supporting early-stage onboarding conversations. You will play a critical role in helping scale our sales efforts as demand increases across key partnerships and platforms. This is a high-impact, cross-functional role with exposure to sales, product, and client onboarding workflows.

Responsibilities will include:

Conduct outbound prospecting via phone, email, and social media to generate qualified leads

Manage and respond to inbound leads from marketing initiatives and partner referrals

Support both Syntax Direct and Syntax’s traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions

Clearly communicate Syntax’s value proposition across both product lines, including direct indexing, custom indexing, and differentiated company classification/data methodology

Maintain accurate records of interactions and pipeline activity in the CRM (Hubspot)

Collaborate with Sales, Marketing, Product, and Index teams to share prospect feedback, identify recurring questions, and refine outreach strategies

Follow up on inbound leads and nurture them through the early stages of the sales funnel

Establish a feedback loop between sales, marketing, and product teams to gather insights on lead quality and refine strategies

Support conference and event follow-up by helping organize, prioritize, and pursue leads generated through industry meetings and events.

Collaborate with internal teams to ensure a smooth handoff to onboarding and client support functions

The ideal candidate will have:

1–3 years of experience in sales, business development, or client-facing roles

Strong communication and presentation skills (verbal and written)

Ability to learn and explain financial technology, index, and investment-related concepts

Familiarity with CRM tools (Hubspot preferred)

Self-motivated, organized and comfortable. managing multiple priorities

Basic understanding of invest management, RIAs, financial advisors, ETFs, indices, or wealth platforms preferred

Proficiency in Microsoft Office (Excel, Powerpoint) or similar tools

Willingness to travel occasionally

Preferred skills:

Experience in fintech, asset management, or financial services

Exposure to RIAs, financial advisors, ETF issuers, asset managers, or platform providers.

Interest in markets, portfolio construction, direct indexing, custom indexing, or financial data.

Entrepreneurial mindset with the ability to operate in a fast-paced environment

Ability to work cross-functionally with sales, marketing, product, and index/data teams

Syntax is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered via complete database solutions, consulting services, indices and turnkey technology platforms.

For more information go to syntaxdata.com.

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Classification Data Validation Intern

Syntax · New York City

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Uncategorized New York City Posted May 15, 2026

About Syntax Data

Syntax is a data and technology provider to the financial services industry. The company offers a range of unique data sets for public and private companies that organize the global economy based on systems theory. Data is delivered via complete database solutions, consulting services, indices, and turnkey technology platforms.

About the Role

The Classification team at Syntax provides high quality data that enables our clients, including asset managers, registered investment advisors, and institutional investors, to make informed investment decisions with conviction.

As a Classification Data Validation Intern, you will support the building and maintenance of Syntax’s database of publicly traded companies by leveraging sources such as regulatory filings, industry reports, and proprietary research tools. This data is used internally by Syntax’s Index Development department to build financial indices, as well as externally by clients who license this data to create their own products or augment their analytics. Once a fundamental understanding of the database and proficiency at classification are achieved, this role will work to increase the comprehensiveness of the dataset.

Responsibilities will include:

Conduct research on publicly traded companies to collect and standardize relevant financial data and product-level breakouts from open sources such as annual reports and financial statements

Perform checks to validate quality and accuracy of data, resolve issues through manual and automated means to ensure adherence to defined data standards

Develop ever-increasing understanding of a diverse range of industries

The ideal candidate will have:

Currently enrolled in a Bachelor’s or Graduate program (on track to graduate within the next 3 years) or have a Bachelor’s degree in a related field

Strong qualitative research skills, with the ability to organize and absorb large amounts of information. Keen attention to work quality/detail is a must

Collaborative mindset, strong interpersonal skills, and eagerness to contribute to our team-oriented culture

Resourceful and capable of executing tasks/solving problems with autonomy

Quick learner with a commitment to hard work and intellectual curiosity

Familiarity with financial statements and annual reports

Learn more at syntaxdata.com

Ready to apply?

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Syntax

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Mid-Level / Senior Software Engineer

Syntax · New York City

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Engineering New York City Posted Jan 21, 2026

About Syntax Data

Syntax is a financial data and technology company that codifies business models into a relational system called Affinity® Data. Using its patented FIS® technology inspired by the systems sciences, Affinity® Data offers the most comprehensive, granular, and accurate product line revenue data available on public companies in the market. This technology is leveraged to classify and analyze private markets at scale.

Syntax Direct℠, is an index modelling and analysis platform that uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. Syntax Indices provides customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products.

About the Role

Syntax’s Software Engineering team is a group of highly motivated people with a passion for technology. As a Mid-Level or Senior Software Engineer you will be responsible for developing, maintaining and innovating on Syntax’s financial software and data products. You will be tasked with writing optimized, performant code, and be expected to contribute to the planning and design of our products. Your work will contribute to the development of web applications, data pipelines and third party integrations. You will mentor peers, conduct code reviews, and provide direct feedback into Syntax’s software engineering process and improve the efficiency of the team.

Responsibilities will include:

Designing, enhancing and maintaining large financial databases for use in web applications

Developing and maintaining database systems supporting the construction of performant, complex queries

Writing well-designed APIs and working with backend services

Creating flexible and intuitive client-facing JSON APIs for streaming data

Implementing dynamic front-end layouts to design specifications

Ensuring that mission critical systems and services operate smoothly by triaging and resolving operational issues as part of a team of on-call engineers

Collaborating with cross-functional teams to identify and solve complex problems

The ideal candidate will have:

A bachelor’s degree or higher in computer science or a related discipline

Proficiency in relational database systems such as Postgresql

Familiarity with JavaScript and at least one modern front-end framework

An eye for code quality, familiarity with design patterns and best practices

Excellent problem-solving skills and the ability to work independently and collaboratively in a fast-paced, agile environment

Strong communication skills and the ability to articulate technical concepts effectively to both technical and non-technical audiences

Preferred skills:

Experience with python and a dataframe library such as Polars or Pandas

Experience working in finance or financial technology

Prior professional experience working with and deploying to cloud environments such as AWS, DigitalOcean, or equivalent

Experience with Ruby on Rails or similar MVC framework

Familiarity with Infrastructure as Code and tooling such as Terraform or AWS CDK

Mid-level range: $125,000 - $140,000

Senior-level range: $140,000 - $165,000

Syntax is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered via complete database solutions, consulting services, indices and turnkey technology platforms.

Learn more at syntaxdata.com

Ready to apply?

Apply to Syntax

Syntax

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Qualitative Equity Research Analyst

Syntax · New York City

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Data / Analytics New York City Posted Jul 31, 2025

About Syntax Data

Syntax is a data and technology provider to the financial services industry. The company offers a range of unique data sets for public and private companies that organize the global economy based on systems theory. Data is delivered via complete database solutions ,consulting services, indices, and turnkey technology platforms.

About the Role

The Classification team at Syntax provides high quality data that enables our clients, including asset managers, registered investment advisors, and institutional investors, to make informed investment decisions with conviction. As a Qualitative Equity Research Analyst, you will support the building and maintenance of Syntax’s database of publicly traded companies by leveraging sources such as regulatory filings, industry reports, and proprietary research tools. This data is used internally by Syntax’s Index Development department to build financial indices, as well as externally by clients who license this data to create their own products or augment their analytics. Once a fundamental understanding of the database and proficiency at classification are achieved, this role will entail creating investment products customized to client requests, working on process improvement projects, and increasing the comprehensiveness of the dataset.

Responsibilities will include:

Conduct thematic research using publicly available sources

Proactively search for new data and information sources, continuously refining our database and research processes

Generate original research ideas and identify new opportunities for index development

Collaborate with the software development team to automate data collection and validation processes and improve data content, making the system more robust and efficient

Participate in client meetings related to product requests and demos

Develop ever-increasing expertise on core industries

The ideal candidate will have:

Undergraduate or Master's degree in Business, Economics, International Affairs, or a research-focused liberal arts subject

Up to 2 years of experience

Strong qualitative research skills, with the ability to organize and absorb large amounts of information. Keen attention to work quality/detail is a must

Adept at managing multiple projects, adhering to deadlines, and adjusting priorities in a fast-paced environment

Collaborative mindset, strong interpersonal skills, and eagerness to contribute to our team-oriented culture

Resourceful and capable of executing tasks/solving problems with autonomy

Quick learner with a commitment to hard work and intellectual curiosity

Familiarity with financial statements and annual reports

Learn more at syntaxdata.com

Ready to apply?

Apply to Syntax

Syntax

View all jobs →

Syntax

Business Development Representative

Responsibilities will include:

The ideal candidate will have:

Preferred skills:

Classification Data Validation Intern

Responsibilities will include:

The ideal candidate will have:

Mid-Level / Senior Software Engineer

Responsibilities will include:

The ideal candidate will have:

Preferred skills:

Qualitative Equity Research Analyst

Responsibilities will include:

The ideal candidate will have:

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