Chief of Staff - Finance & Investments

Role:
Chief of Staff - Finance & Investments
Priority

Location:

Hamptons, NY (preferred)

Working Hours:

Full-time, flexible remote schedule aligned with NY timezone
Salary Range: $10,000 - $15,000 USD per month (The final offer is at the client’s discretion and depends on the candidate’s interview result, skills, and experience.)
Type of contract:
Independent Contractor
Type of job:
Remote

Our client is a dynamic investment firm focused on real estate and strategic financial ventures across multiple countries. The company values autonomy, high performance, and innovation, offering independent contractors the flexibility to work remotely while contributing directly to global investment decisions.

This role serves as the strategic right hand to the founder, managing day-to-day investment operations, financial reporting, and cross-border tracking. The successful candidate will consolidate complex financial information, oversee global portfolios, and provide actionable insights to drive decision-making. This position offers the opportunity to grow into a high-level, strategic leadership role while directly influencing multimillion-dollar investments.

• Consolidate and manage all global investment positions and cash flow across multiple jurisdictions.
• Build and maintain complex Excel models to track financial performance, IRR calculations, and investment returns.
• Act as primary liaison with accountants, lawyers, and other financial advisors, ensuring timely and accurate reporting.
• Oversee loan notes, banking, and cross-border transactions, anticipating required actions and preparing necessary documentation.
• Support tax planning and compliance across U.S. and U.K. jurisdictions.
• Collaborate with the founder and executive assistant to streamline operations and implement efficient processes.
• Provide strategic insights and recommendations to support investment and business decisions.

• 3-5+ years of experience in finance, investment banking, real estate, or related fields.
• Advanced Excel skills, including building complex models and performing IRR or ROI calculations.
• Strong analytical and problem-solving skills, with the ability to understand complex financial data quickly.
• Excellent communication and interpersonal skills, able to interact with high-level clients and stakeholders.
• Familiarity with cross-border investments and basic understanding of tax and legal compliance.

• Experience in real estate investments, fund management, or strategic financial operations.
• Some exposure to contract law or legal documentation.
• International experience or ability to navigate multiple time zones and jurisdictions.
• Demonstrated ability to work independently and anticipate needs in a dynamic environment.