Formulary Chief of Staff to work directly with the CEO on strategic initiatives including fundraising, GTM, product prioritization, operations, and hiring. Own projects end to end and build judgment to eventually run a function.
Responsibilities
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.
Qualification
Excellence in analytical workA bias for action—you move fastYou possess relentless driveYou act like an ownerYou are an ambitious problem-solverYou move fastYou value excellenceFamiliarity with private marketsHands-on fluency with AI tools (ChatGPT
Required
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.
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.
Preferred
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.
