Equi

Chief of Staff – Fund of Funds

Equi

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $130,000 - $190,000 per year

Job Level

Lead

About the role

  • 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.

Requirements

  • 4–6+ years of high-performance professional experience.
  • Startup Experience: Direct experience in a high-growth startup environment is highly preferred.
  • Finance/FinTech: Experience in Banking, Consulting, Operations, or a similar role within the Finance or FinTech sectors.
  • "0 to 1" Execution: Demonstrated ability to operate like a founder, taking initiative to build and scale new systems and processes from inception.
  • Proven experience in designing and implementing automation, process optimization, or agentic systems within an organization.
  • Strong analytical skills with the demonstrated ability to use data analysis to build actionable insights.
  • Intermediate-to-advanced knowledge of Google Suite, CRM systems (Salesforce, HubSpot, or similar), and project/no-code management software.
  • Bachelor's degree in a relevant field.
Benefits
  • Health insurance, including dental and vision plans
  • 401(k)
  • Learning and work-from-home stipend
  • Flexible holidays and a generous time-off policy
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisautomationprocess optimizationsystem designproject management
Soft Skills
strategic thinkingleadershipcommunicationinitiativeanalytical skills