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Chief of Staff & Agents - Fund of Funds

EquiNew York (on-site)
On-site Full-time

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Experience Level

Experience

Qualifications

QualificationsProven experience in a strategic operational role, preferably within the finance or investment management sectors. Demonstrated ability to lead cross-functional teams and manage multiple projects simultaneously. Strong analytical skills with a passion for leveraging technology and automation. Exceptional communication and interpersonal skills, with the ability to influence at all organizational levels. A proactive approach to problem-solving and process improvement. Familiarity with AI technologies and their applications in business workflows is a plus.

About the job

Equi is in search of a vibrant and entrepreneurial Chief of Staff & Agents to collaborate closely with our CEO. This position is ideal for an individual who revels in the intricacies of business operations and is eager to oversee daily functions. Designed for a proactive professional, you will navigate the crossroads of strategic execution, cross-functional leadership, and technological automation. You will embody the role of a founder, instigating high-level accountability for the firm’s priorities while also immersing yourself in the details to develop and implement agentic systems that streamline essential workflows across the organization.

This pivotal and highly visible role demands a robust combination of strategic insight, operational proficiency, and a fervent interest in AI and automation. You will act as a force multiplier for the CEO and the executive team, ensuring alignment and successful execution while establishing the internal frameworks necessary to scale Equi for future endeavors. As a builder and process optimizer, you will champion the use of technology to generate exponential efficiencies.

About Equi

Equi is an investment management firm dedicated to crafting institutional-quality alternative investment solutions. We employ a distinctive business model: alongside our Equi-branded funds, we develop white label fund of funds products for premier independent multi-family offices and financial advisory firms across the nation. By integrating profound manager selection expertise with advanced portfolio construction, we provide unique outcomes for our clients and partners. We are at a significant turning point, with our assets under management growing swiftly. We have signed a Letter of Intent to launch an additional fund of funds product and anticipate more LOIs in the upcoming months. Our aim is to build a small, high-caliber team ready to expand with the platform and take on increasing responsibilities as we grow.

Company Values

Our culture is anchored by the values we collectively embrace:

  • Elevate Every Encounter: We exceed expectations as fiduciaries to provide an exceptional client experience.

  • Own It: We behave like owners, showcasing initiative and accountability.

  • Seek Truth: We approach with positive intent, engage directly, and commit to openness, objectivity, and curiosity.

  • Raise the Bar: We achieve excellence with agility and precision, embodying relentless resourcefulness.

  • Remain Cohesive or Die: We uplift one another, setting aside ego to amplify our collective strength.

About Equi

Equi is a leading investment management firm focused on delivering high-quality alternative investment solutions. Our innovative approach includes offering both Equi-branded funds and white label fund of funds products tailored for top-tier financial advisory firms and multi-family offices. With a commitment to excellence and a growing portfolio, Equi is poised for significant growth and impact in the investment landscape.

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