Equi

Chief of Staff

• Report directly to the CEO, owning strategic initiatives and special projects end-to-end.
• Act as the primary interface between the CEO’s office and all teams (Investment, Marketing, Operations, Technology).
• Own the firm’s business cadence, including planning and facilitating leadership meetings.
• Create structure and focus for broad ideas, bringing forth data-driven recommendations for action.
• Produce pipeline reports and sales analytics for leadership, tracking prospect engagement.
• Identify, design, and implement agentic systems to automate key workflows throughout the business.
• Serve as an internal owner/champion for the firm's tech ops stack.
• Develop and deploy automation to streamline core investor communications.
• Maintain and manage the sales and marketing collateral library.
• Provide ad-hoc support on complex projects, ensuring key projects move forward on time.

Chief of Staff – Fund of Funds