Chief of Staff

Blackbook Associates is retained on a Chief of Staff search for a multi-family office in New York. This is a technical Chief of Staff role supporting the founder directly across investment activity, portfolio oversight, and the strategic operations of the firm.

This is not a traditional administrative or gatekeeper Chief of Staff position. The successful candidate will operate as a senior thought partner to the founder, with meaningful exposure to investment decisions, fund relationships, and the broader portfolio. Prior experience within an investment-led environment is essential.

The Role

The Chief of Staff will act as the founder's principal extension across the firm's investment and operational activities. Core responsibilities include:

• Partnering with the founder on investment review, due diligence coordination, and ongoing portfolio monitoring across funds, direct investments, and co-investment opportunities
• Preparing briefing materials, investment memos, and analysis to support decision-making
• Managing relationships with external fund managers, GPs, advisors, and counterparties on the founder's behalf
• Driving the operational cadence of the office, including meeting agendas, follow-ups, and cross-functional projects
• Leading discrete strategic projects spanning new investment initiatives, governance, and family-office infrastructure
• Acting as a trusted point of contact across the founder's professional ecosystem

The Candidate

We are seeking candidates with a demonstrable background in investments or finance who have either held a Chief of Staff role previously or are ready to step into one. Likely backgrounds include private equity, private credit, hedge funds, investment banking, family office, or institutional asset management.

Essential:

• Working knowledge of fund structures, investment vehicles, and portfolio construction
• Comfort interpreting investment materials, fund documentation, and financial analysis
• Exceptional written and verbal communication, with the ability to brief at principal level
• Sound judgment, discretion, and the maturity to operate in a single-principal environment
• Highly organized, with the ability to drive multiple priorities forward independently

Preferred:

• Prior Chief of Staff, investment associate, or principal-adjacent experience
• Exposure to a family office, founder-led, or single-decision-maker environment
• Familiarity with alternative investments across private markets

Process

Applications are handled in strict confidence by Blackbook Associates. Candidates will be assessed via the Blackbook Assess framework, which evaluates capability against real-world scenarios drawn from the role.