Chief of Staff

About Formulary Financial Our mission is to be the most reliable operations partner to asset management firms by equipping them with expert service and AI. We deliver unprecedented speed, data accuracy, and actionable insights to help investors manage and grow their businesses. This is a unique opportunity to join a category-defining business built by veterans in asset management and AI/ML (Bridgewater Associates, Meta, IBM Watson, Elemental Cognition), backed by premier investors (Khosla Ventures, Acrew Capital, Serena Ventures, Company Ventures), and driving transformation in one of the largest industries in financial services. Formulary rapidly grew to manage billions in assets across a global client base that represents leading firms and is scaling to transform the $30 trillion fund administration industry. We’ve assembled a dream team of experts passionate about solving complex problems with powerful technology and delivering exceptional, white-glove service to investors. We are deeply committed to our mission, incredibly customer-focused, and inspired to reshape the private markets industry. If you want to move fast, hold yourself to a high bar, and make a meaningful difference in the future of finance, come build with us. The Role The Chief of Staff works directly with our CEO on the most strategic initiatives across the business—fundraising, GTM, product prioritization, operations, and hiring. This is not a scoped, execution-only seat. You will sit in the room for the decisions that shape the company, own projects end to end, and build the judgment to eventually run a function of your own. We're looking for someone who wants maximum exposure to how an early-stage company is actually built, and who has the drive and track record to earn trust with ambiguity from day one. What Impact You Will Own and Drive

• Strategic Partnership: Work directly with the CEO on fundraising materials, board updates, GTM experiments, and key partnerships.

• Special Projects: Own initiatives from scoping to execution—pulling in the right people, setting timelines, and making sure things ship.

• Data-Driven Decision Making: Dig into operational and financial data to identify what's working, what's not, and what we should do about it.

• Talent: Support hiring across the company—sourcing, screening, and helping build out the team as we scale.

• External Representation: Represent Formulary in conversations with clients, investors, and partners.

• Structure from Ambiguity: Be the first person to touch a new initiative, and bring clarity and rigor to problems that don't yet have an obvious owner.

What You Need

• 1-4 years of experience in a high-intensity environment: investment banking, consulting, private equity/venture, or a high-growth startup.

• A builder's mindset—you would rather figure it out and ship than wait for perfect instructions.

• Excellence in analytical work, equally comfortable in a spreadsheet and a stakeholder conversation.

• A strong communicator who can represent the company credibly with clients and investors.

• A bias for action—you move fast, course-correct quickly, and keep momentum without needing to be told twice.

Nice to have

• Familiarity with private markets, fund administration, or the broader asset management landscape.

• Hands-on fluency with AI tools (ChatGPT, Claude, Cursor, or similar) in your day-to-day work.

• Prior experience at an early-stage startup, in a founder's office, or in a similarly high-ownership role.

Who You Are

• You are mission-driven and motivated to build a category-defining business from scratch.

• You possess relentless drive, grit, and inspiration to work at an early-stage startup.

• You act like an owner, deal well with ambiguity, and push for results without guidance and oversight.

• You are an ambitious problem-solver, balance speed and quality, and can effortlessly navigate complex situations.

• You move fast, ship quality products, and have a strong team-first mindset.

• You value excellence, integrity, and the meritocracy of ideas.

• You are a strong communicator and collaborator who thrives in a hybrid work environment.

• You provide and receive feedback with honesty, care, and thoughtfulness.

• You are curious and have a rare growth mindset.

Why Join Our Mission

• Tangible Ownership. You'll own significant parts of a product used by some of the most sophisticated investment firms in the world.

• Enduring Impact. Private markets hold nearly $30 trillion, and most of it still runs on spreadsheets, PDFs, and inboxes. The platform you build here will change how this industry operates.

• Dream Team. We're deliberate about who we hire. You'll work with some of the brightest minds in AI and finance and do the best work of your career.

• Problem-Solving at the Frontier. We pair people, AI, and deterministic systems to fit the solution to the problem. We automate what's earned and keep a person on the rest.

• Compensation and Equity. Competitive base salary, comprehensive benefits, and equity ownership in a high-growth, funded venture.

Location Hybrid: 3 days per week on-site in our New York City office. Compensation Base salary: $170,000, plus equity. Benefits

• Health, dental, and vision insurance

• 401(k) retirement plan

• Stock options with a standard four-year vest and one-year cliff

• Flexible paid time off and paid holidays