Strategic EA/COS to COO at Boutique Hedge Fund--Midtown 5x a week
Our client, a boutique hedge fund, is seeking a highly capable and strategic EA/Chief of Staff to support the COO. This is a high-impact role at the center of the firm’s operations, serving as a true extension of leadership and helping to drive priorities, execution, and communication across the organization.
This individual will play a critical role in ensuring the firm operates efficiently and effectively, managing the flow of information, tracking key initiatives, and driving follow-through across teams. The ideal candidate has experience operating in a fast-paced investment management or financial services environment and brings a strong combination of executive support, operational, and strategic capabilities.
This is an excellent opportunity for someone who thrives in a dynamic, high-performance environment and is excited to take on a highly visible, cross-functional role.
RESPONSIBILITIES:
• Serve as a strategic partner to the COO, helping manage priorities, track initiatives, and ensure follow-through across the firm
• Oversee the operating cadence of the investment team, including coordinating weekly agendas, research workflows, and key deliverables
• Track research outputs, investment activity, and internal deadlines, ensuring accountability and timely execution
• Support the coordination of investment pipeline activity, including private, crossover, and IPO opportunities
• Manage the COO’s calendar, meeting preparation, follow-ups, and action item tracking
• Triage competing priorities across the firm and help drive alignment across teams
• Serve as a central point of coordination across internal stakeholders, ensuring clear communication and connectivity
• Support onboarding processes and coordinate with external recruiters across active searches
• Oversee internal programs including advisory initiatives and internship programming
• Drive internal communications and contribute to a cohesive, transparent firm culture
• Assist with planning and execution of firm-wide events and employee experience initiatives
• Identify opportunities to streamline workflows and improve operational efficiency across the firm
• Leverage AI and technology tools to enhance communication, reporting, and administrative processes
• Partner with internal teams on systems, tools, and process improvements to support scalability
• Take on ad hoc strategic and operational projects as needed
REQUIREMENTS:
• 7+ years of experience in a Chief of Staff, Executive Business Partner, or senior Executive Assistant role within financial services, investment management, or a professional services environment
• Direct experience supporting senior leadership within an investment or research-driven organization strongly preferred
• Strong ability to synthesize complex information into clear, actionable insights and materials
• Experience coordinating across multiple stakeholders and managing cross-functional workflows
• Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment
• Strong written and verbal communication skills, with the ability to draft polished materials on behalf of leadership
• High level of professionalism, discretion, and emotional intelligence
• Proven ability to build trust and operate as a credible extension of senior leadership
• Experience with internal events, employee experience initiatives, or culture programming is a plus
• Proficiency in Microsoft Office and Google Suite; familiarity with CRM systems preferred
• Comfort with AI tools (e.g., ChatGPT, Copilot) and interest in leveraging technology to improve workflows
• Process-oriented mindset with a focus on efficiency and continuous improvement
• Bachelor’s degree required
HOURS:
• Monday through Friday onsite in Midtown West office
• 8:30-5:30pm + flexibility for OT as needed
COMPENSATION:
• $150,000–$200,000 base
• Discretionary bonus
• Comprehensive benefits package
About the Opportunity:
This is a highly visible and impactful role within a boutique hedge fund, offering direct exposure to senior leadership and the opportunity to play a central role in driving the firm’s operations and strategic initiatives. The position is ideal for someone who is intellectually curious, highly organized, and excited to operate at the intersection of strategy, operations, and executive support.