Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
VP, Chief of Staff @ Investment Firm image - Rise Careers
Job details

VP, Chief of Staff @ Investment Firm

Position: Vice President, Chief of Staff to Co-Founder and Investment Committee Member
Location: New York, NY (note this role is in-office Monday – Thursday and remote on Fridays)
Reports To: Co-Founder / Investment Committee Member

Our client is a New York-based, private credit fund manager that provides collateralized loans to small and medium-sized, non-sponsored businesses. They originate collateralized loans of $10 million to $50 million and offer an equity alternative for management teams with high conviction, which allows them to avoid equity dilution and the long equity raise process. The firm has a highly experienced team of 35+ professionals with deep investment and operating expertise. Over their 16-year history, they have completed 160+ transactions, deploying more than $2.5 billion in capital to companies across a variety of sectors.

Position Overview:

Our client is hiring a Chief of Staff to our Co-Founder and Investment Committee Member to support him across all his investment, risk management, and business activities so that his impact on the organization is optimized. The role includes a mix of high-level strategic work and tactical execution. The Chief of Staff will research, scope, and manage projects on his behalf, collect, synthesize, and deliver information to him, and otherwise support his daily activities, particularly related to portfolio and credit-level risk management, Investment Committee matters, and oversight of individual credits in the portfolio. This is a new role for the firm that offers an opportunity to partner with an industry leader to have immediate and significant impact.

Requirements:

They are seeking an exceptional individual with a financial services background who is excited about the nexus of helping to oversee a portfolio of investments and operationalizing business processes within the context of a growing private asset management firm. The successful Chief of Staff candidate will have the ability to understand individual portfolio credits and their associated risks while also leading portfolio-wide and firmwide projects from the ideation phase all the way through to successful delivery and assessment of the results. They will be comfortable applying a first principles approach to a variety of situations and subject-matters. This team player will be a skilled communicator, able to synthesize complex topics for a variety of audiences, and deliver key messages in a clear and compelling way. While being detail oriented, they will be able to maintain eyes on the larger picture and an appreciation for the balance of stakeholder interests. They must be comfortable both holding people accountable and providing support and advocacy to help them achieve their goals. They will have the presence and polish to represent the firm to the outside world on behalf of the Co-Founder and Investment Committee Member, be personable enough to nurture and develop key relationships across the firm, and have a high tolerance for ambiguity. Must be willing to get into the trenches and help solve problems from Day 1.

Key Responsibilities:

  • Manage and execute on special projects, end-to-end, related to risk management, portfolio construction, firmwide growth initiatives, portfolio data/analytics, and business management.

  • Develop a deep understanding of the portfolio and each credit to provide leverage and pre-screening to the Investment Committee.

  • Handle Investment Committee processes and build a feedback loop between Investment Committee members and Deal Team/Asset Management.

  • Manage administrative aspects of the quarterly Valuations Committee to ensure timely, accurate valuations for all portfolio companies.

  • Collaborate with Operations and Data/Reporting teams to build out necessary portfolio construction and risk management functionalities, reporting, and dashboards.

  • Assist with Investor Relations/Marketing requests, particularly as it relates to educating prospective investors about the firm’s investment process, risk management, and individual portfolio companies.

  • Work cross-functionally and together with other Vice Presidents at the firm to streamline firm operations and ensure robust inter-departmental communication.

Qualifications

  • 5+ years relevant experience; investment banking or management consulting background preferred

  • Strong financial modeling skills

  • Exhibits strong commercial judgment; understands the consequences of decisions on the firm’s goals and risks

  • Takes a systematic approach to problem solving

  • Conceptual and analytical thinker

  • High tolerance for ambiguity and complexity

  • Strong organizational and project management skills

  • Excellent attention to detail

  • Bachelor’s degree required, MBA a plus but not necessary

  • Strong Microsoft Excel, Word, PowerPoint skills; data visualization skills in Tableau, PowerBI, etc. a plus

What they Offer:

  • $180,000 base salary + additional bonus

  • Full medical, vision, and dental insurance with premiums 100% covered

  • 20 vacation days + unlimited sick days

  • 401K program and match

Average salary estimate

$180000 / YEARLY (est.)
min
max
$180000K
$180000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About VP, Chief of Staff @ Investment Firm, Right Hand Talent

As the VP, Chief of Staff at a cutting-edge investment firm in New York, you'll play a pivotal role in supporting the Co-Founder and Investment Committee Member, maximizing their impact on the organization. Imagine diving into strategic work while effortlessly handling high-level tactical execution. You'll be managing key projects, synthesizing crucial information, and directly influencing portfolio and risk management efforts. Your unique ability to understand individual portfolio credits, coupled with your flair for operationalizing business processes, will be essential in this dynamic environment. This is more than a job; it's a chance to work alongside industry leaders in a firm that has successfully deployed over $2.5 billion across various sectors. With your financial services background and exceptional communication skills, you'll facilitate collaboration across departments and represent the firm with grace and professionalism. This role is ideal for a detail-oriented team player with a knack for big-picture thinking and a willingness to roll up their sleeves to tackle challenges from day one. If you're excited about the prospect of driving impactful projects in a growing private asset management firm, we can't wait to meet you!

Frequently Asked Questions (FAQs) for VP, Chief of Staff @ Investment Firm Role at Right Hand Talent
What responsibilities does the VP, Chief of Staff at the investment firm have?

The VP, Chief of Staff at the investment firm is integral in managing and executing special projects related to risk management, portfolio construction, and firmwide growth initiatives. This role requires developing a deep understanding of the portfolio, handling Investment Committee processes, and collaborating with various teams to improve inter-departmental communication and efficiency.

Join Rise to see the full answer
What qualifications are required for the VP, Chief of Staff role at the investment firm?

To qualify for the VP, Chief of Staff role at the investment firm, candidates should have a minimum of 5 years of relevant experience, preferably in investment banking or management consulting. Strong financial modeling skills, excellent organizational ability, and proficiency in Microsoft Excel and data visualization tools are crucial for success in this position.

Join Rise to see the full answer
How does the VP, Chief of Staff contribute to risk management at the investment firm?

The VP, Chief of Staff contributes to risk management by developing an in-depth understanding of the investment portfolio, pre-screening individual credits, and managing processes that ensure timely and accurate valuations. This role plays a crucial part in maintaining the firm’s risk profile while also supporting the Investment Committee effectively.

Join Rise to see the full answer
What kind of projects will the VP, Chief of Staff manage?

The VP, Chief of Staff will manage a broad range of projects, including those focused on risk management, portfolio analytics, and firmwide growth initiatives. This involves end-to-end project management, from ideation to execution and evaluation, ensuring alignment with the firm’s strategic objectives.

Join Rise to see the full answer
What does the compensation package look like for the VP, Chief of Staff role at the investment firm?

The compensation package for the VP, Chief of Staff role includes a base salary of $180,000, complemented by additional bonuses. The firm also offers full medical, vision, and dental insurance, along with generous vacation days, a 401K program with matching, and unlimited sick days.

Join Rise to see the full answer
Common Interview Questions for VP, Chief of Staff @ Investment Firm
What strategies would you use to manage a complex project as the VP, Chief of Staff?

To manage a complex project, I would begin by establishing clear objectives and timelines. I would leverage my organizational skills to create a detailed project plan, assigning tasks based on team strengths, while maintaining open communication to address any challenges that arise promptly.

Join Rise to see the full answer
How do you prioritize tasks in a fast-paced investment firm environment?

In a fast-paced environment, I prioritize tasks by evaluating urgency and importance, using a structured approach like the Eisenhower Matrix. By assessing the impact of each task on the firm’s goals and deadlines, I can allocate my focus effectively to maximize productivity.

Join Rise to see the full answer
Can you discuss your experience with risk management in previous roles?

In my previous roles, I was involved in developing risk frameworks, analyzing potential investment risks, and creating mitigation strategies. I regularly monitored portfolios to ensure alignment with risk thresholds, providing insights to the investment team to inform decision-making.

Join Rise to see the full answer
How would you approach synthesizing complex financial information for diverse audiences?

I would start by breaking down complex information into digestible components, focusing on key insights relevant to each audience. Utilizing visual aids such as charts and concise summaries, I can ensure that critical messages are conveyed clearly, fostering understanding and engagement.

Join Rise to see the full answer
What role do you see a Chief of Staff playing in the success of an investment firm?

A Chief of Staff plays a crucial role in facilitating strategic alignment across departments, streamlining processes, and enhancing communication among stakeholders. By directly supporting leadership and contributing to critical projects, I can significantly impact the firm’s overall efficiency and success.

Join Rise to see the full answer
How do you build relationships across different teams within an organization?

Building relationships requires active listening and consistent outreach. I prioritize regular check-ins and collaborative meetings, fostering an environment of trust and transparency. Engaging with team members on their needs and goals helps cultivate partnerships that drive collective success.

Join Rise to see the full answer
Discuss your experience with financial modeling and data analysis.

I have extensive experience in financial modeling, where I've created detailed models to evaluate investment opportunities and assess associated risks. Proficient in Excel and other data analysis tools, I analyze trends and present actionable insights to guide investment decisions.

Join Rise to see the full answer
What techniques do you employ to ensure successful project execution?

To ensure successful project execution, I utilize a combination of meticulous planning, setting clear milestones, and maintaining accountability among team members. Regular updates and feedback loops create a culture of continuous improvement, allowing us to adapt swiftly to any changes or challenges.

Join Rise to see the full answer
How would you represent the firm in external communications as the Chief of Staff?

Representing the firm requires a strong understanding of our values and objectives. I would emphasize clear, professional communication while tailoring my approach to the audience. My goal is to effectively convey our mission and foster positive relationships with external stakeholders.

Join Rise to see the full answer
What advice would you give for managing ambiguity in a Chief of Staff role?

Managing ambiguity involves embracing flexibility and being proactive in seeking clarity. I consult with stakeholders to gather diverse perspectives and make informed decisions, even when complete information is lacking. Adaptability and a solutions-focused mindset are key to navigating uncertainty.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User

Embark on your career with an internship in M&A at one of Poland's leading banks, gaining insights in significant financial transactions.

Photo of the Rise User
American Express Remote Sandy, Utah, United States
Posted 5 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Financial Analyst where you can shape the strategic decisions driving the company’s future.

Photo of the Rise User
Posted 4 days ago

Join Nationwide as a Senior Investment Analyst to enhance operational processes within the Derivatives Operations team.

Photo of the Rise User
AvantStay Remote No location specified
Posted 7 days ago

AvantStay is looking for a proactive FP&A Analyst to drive strategic financial decision making and implement enterprise-level financial infrastructure.

Photo of the Rise User

Join CVS Health's Finance Leadership Development Program to develop essential finance skills in a vibrant corporate culture focused on health care transformation.

ngc Hybrid United States-California-Woodland Hills
Posted 6 days ago

As an Associate Business Management Analyst at Northrop Grumman, you will collaborate with teams to provide financial analysis that drives strategic decisions in a pioneering organization.

Photo of the Rise User
Tyree & D'Angelo Partners Hybrid Chicago, Illinois, United States
Posted 5 days ago

Join Superior Insurance Partners as a VP of Finance, where you'll lead financial strategy in a fast-paced insurance brokerage environment.

City IT Remote No location specified
Posted 13 days ago

Join CEF as a Finance Systems Analyst and contribute to a major transformation in finance technology and operations.

Photo of the Rise User
Posted 2 months ago
Photo of the Rise User
Posted 10 months ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
February 20, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY