Wall Street Careers® Looking for Chief of Staff to the CFO, Investment Management Firm at New York City Metropolitan Area Full Time

COMPANY:

A growing investment management firm with $20 billion AUM focused on hedge fund and private equity strategies. 200+ employees, based in NYC.

POSITION:

Chief of Staff to the CFO will play a pivotal role in providing strategic support and facilitating effective decision-making within the Finance, Operations, Client Service supporting the Investment Management department. Assist the CFO in developing financial strategies, creating compelling presentations, and optimizing operational processes.

RESPONSIBILITIES:

• Financial Strategy: Collaborate with the CFO to develop and refine the company’s financial strategies, track revenues, ensuring alignment with investment goals and market trends.
• Presentation Expertise: Create sophisticated and data-driven presentations and reports for the CFO, conveying complex financial information in a clear, concise, and visually compelling manner.
• Strategic Process Improvement: Identify opportunities for process optimization within the Finance/Operations department and across the organization. Work collaboratively to implement improvements that enhance efficiency and effectiveness.
• Data Analysis: Conduct in-depth financial analysis to support strategic decision-making, including market research, risk assessments, and portfolio performance evaluations.
• Project Leadership: Lead and manage special projects assigned by the CFO to ensure seamless execution and deliver measurable results.
• Stakeholder Engagement: Build and maintain strong relationships with internal and external stakeholders, serving as a trusted point of contact for financial matters.

REQUIREMENTS:

• Minimum of 6 years’ experience in management consulting supporting financial services/investment management/private equity clients, with an emphasis on financial strategy and analysis, or Chief of Staff to COO/CFO/CEO within a hedge fund, asset manager, or private equity fund.
• Proficiency in creating impactful financial presentations and reports.
• Strong financial acumen and the ability to interpret and analyze complex financial data, financial modeling, revenue reporting, and accounting.
• Proven project management skills with a history of successfully overseeing complex initiatives.
• Exceptional problem-solving abilities and a strategic mindset.
• Advanced communication, writing skills, ability to present to C-Suite Partners.
• Bachelor’s degree (MBA preferred)
• CFA, CAIA is a +