Chief of Staff

What You'll Be Doing

• Drive Executive Execution: Design, implement, and continuously improve the cadence of executive meetings, offsites, and strategic planning sessions. Ensure agendas are outcome-driven, materials are high-quality, and follow-ups are tracked to completion.  
• Drive Accountability: Monitor and enforce commitments, timelines, and deliverables across the ELT. Proactively identify bottlenecks and facilitate resolution to keep the team on track.  
• Executive Communications: Serve as a central point of contact for ELT communications, ensuring clarity, consistency, and alignment across all executive-level initiatives.  
• Information Synthesis: Synthesize complex financial and operational data into executive updates. You must be comfortable digging into the numbers to challenge assumptions, not just formatting slides. 
• Project Leadership: Own and drive special projects from inception to execution–examples include organizational transformation, key executive priorities, and change management initiatives. Develop project plans, align stakeholders, and ensure timely delivery of outcomes.  
• Cross-Functional Collaboration: Lead cross-departmental teams, breaking down silos and ensuring effective collaboration on high-priority initiatives.  
• Strategic Analysis: Conduct root cause analyses, market research, and scenario planning to inform executive decision-making.  
• Change Management: Act as a catalyst for change, championing new processes, tools, and ways of working to improve organizational agility and performance. 
• Operational Partner: Serve as a trusted advisor to the ELT, helping to drive forward momentum on critical functional priorities and projects.  
• Business Planning: Support annual and quarterly planning cycles ensuring alignment between the organization’s functions.  
• Organizational Effectiveness: Identify and address operational gaps, recommend improvements, and help implement best practices across the organization.  
• Confidential Counsel: Handle sensitive information with discretion, providing candid feedback and perspective to the CEO and primary lieutenants. 
• Stakeholder Management: Build strong relationships with key internal and external stakeholders, representing the executive office with professionalism and credibility.  
• Crisis Management: Support the executive team in navigating unforeseen challenges, crafting contingency plans, and mobilizing resources as needed.  
• Continuous Improvement: Regularly assess and refine executive team processes, leveraging feedback and data to drive ongoing improvement. 

What You’ll Bring

• 6–8 years of experience in business strategy or operations, with 3+ years as a Chief of Staff, consultant, or in consulting or operational leadership roles. 
• Strong knowledge of, and industry experience in, asset management, hedge funds, banking, and/or management consulting preferred. 
• Knowledge of bank debt, CLOs, BDCs, and private credit is a plus. 
• Proven experience working closely with executive management, ideally in fast-paced environments. 
• Demonstrates the ability to operate at speed without loss of context, retaining critical details and historical decisions while navigating ambiguity and driving action. 
• Demonstrates agility, effectively manages ambiguity, and consistently exhibits a strong bias for action; thrives in both structured and unstructured environments. 
• Significant financial and data fluency, with the ability to synthesize insights for executive decision-making. 
• Experience with strategic planning and root cause analysis. 
• Brings strong analytical ability and emotional intelligence; shows up as a proactive self-starter who adapts quickly and communicates with clarity, discretion, and influence. 
• Strong sense of ownership and accountability; consistently follows up and follows through to ensure commitments are met and outcomes are delivered. 
• Ability to work in the office four days per week and travel as business needs require. 
• MBA preferred.