Chief of Staff — Fund & Family Office Operations

Persona is a recruiting and staffing company that hires exceptional people from 98 countries into full-time, long-term remote roles with the most ambitious companies on earth.

Our clients include Fortune 500 enterprises, fast-growing startups backed by Sequoia, Founders Fund, and Andreessen Horowitz, and high-performing companies of every size in between. We offer roles in project management, operations, finance, design, marketing, customer success, and more. Every hire is for a specific open position: one person, one dedicated client, built to last.

Every offer we make is for an open role with a single client — the kind of role that’s almost impossible to find on your own: industry-leading pay set against your experience and skill, real career growth, and a stable seat at a serious company, working from home, anywhere in the world.

Persona was founded in 2018 by two Stanford graduates on a simple idea: talent is everywhere, but opportunity isn’t. By recruiting globally for specific client roles, we’ve grown into one of the fastest-growing companies in the global staffing industry. Every applicant goes through the same steps, and each one is designed to let you show what you can actually do.

We hire people who care about the craft of their work, take ownership without being asked, and want to build a career rather than just hold a job. If that’s you, and one of our open roles fits, we’d like to meet you.

Role Summary

We are seeking an exceptionally detail-oriented and trustworthy Chief of Staff to work directly alongside the principal of an investment firm and associated family office.

This is a high-trust operational role spanning fund administration, investor relations, entity and KYC administration, banking onboarding, AI-enabled workflows, executive coordination, family-office administration, and a broader range of personal and household responsibilities. The role requires someone who can manage sensitive information carefully, maintain accuracy across many concurrent workstreams, and bring order to a fast-moving and sometimes ambiguous environment.

The strongest candidates will combine exceptional attention to detail and discretion with strong ownership, genuine AI fluency, and the ability to operate calmly and effectively amid changing priorities.

Key Responsibilities

Fund & Investment Operations

• Own the working relationship with third-party fund administrators across multiple investment entities

• Track fund-administration deadlines, review deliverables carefully, follow up on exceptions, and escalate material issues

• Support fund-administration work directly when needed during transitions or periods of incomplete coverage

• Manage investor-relations call pipelines and maintain accurate follow-up across counterparties

• Review detailed financial and operational documentation for errors, inconsistencies, and missing information

Entity, KYC & Banking Administration

• Maintain formation documents, tax records, operating agreements, KYC packets, and related records across multiple entities

• Coordinate bank and prime-brokerage account openings through completion

• Maintain highly accurate records across legal entities and counterparties

• Flag missing documentation, inconsistencies, or potential risks before they create downstream issues

Money-Movement Support & Controls

• Prepare and verify wire instructions under established approval and verification controls

• Follow required callback and verification procedures before transactions are presented for approval

• Maintain strict separation between preparation, verification, and final authorization

• Handle sensitive financial and custodial information with exceptional discretion and accuracy

AI, Automation & Workflow Management

• Run and maintain existing AI-enabled workflows and automations

• Produce and review AI-generated operational, research, and market outputs

• Complete, improve, or formally retire partially built automations

• Build new AI-supported workflows where automation can reduce manual effort

• Verify AI-generated output before it is used for decision-making

• Apply sound judgment about when AI should and should not be used

Executive, Family Office & Household Operations

• Own the principal’s calendar and proactively identify conflicts with proposed resolutions

• Coordinate travel according to established standards

• Maintain a reliable register of open items, commitments, and follow-ups

• Support insurance administration across policies and entities

• Coordinate property, vendor, and household administration

• Handle additional personal and household operational needs as they arise

• Bring structure and follow-through to a wide range of professional and personal priorities

Required Qualifications

• Demonstrated experience working in a high-trust role involving sensitive financial, custodial, tax, legal, estate, trust, or comparable confidential information

• Exceptional attention to detail and ability to identify errors, inconsistencies, and missing information across detailed document sets

• Strong integrity and transparency, including willingness to surface and take responsibility for mistakes

• Genuine hands-on fluency with AI tools such as Claude or comparable platforms

• Experience building, operating, or improving practical AI-enabled workflows

• Strong judgment when evaluating and verifying AI-generated output

• Ability to manage a large queue of concurrent workstreams and counterparties without requiring frequent follow-up

• Highly organized and able to maintain control across shifting priorities and incomplete information

• Strong written communication skills, including concise status updates, clear blockers, and specific requests

• High level of discretion, reliability, and ownership

• Comfortable working independently in a fast-moving and sometimes chaotic environment

• A finance degree, CFA, or prior hedge-fund employment is not required; judgment, accuracy, and trustworthiness are more important than pedigree

Preferred Qualifications

• Experience in fund operations, fund administration, or investor relations

• Experience managing a third-party administrator, vendor, or external partner to deadlines

• Familiarity with entity administration and KYC/AML onboarding

• Experience handling trust, estate, or related legal documentation

• Exposure to a family office or single-principal environment

• Experience supporting both business and personal operational responsibilities

• Strong systems-thinking and process-improvement instincts

Tools & Technologies

• Claude, Cursor, AI workflow and automation tools, fund administration systems, entity and KYC administration systems, banking and brokerage onboarding platforms

Core Competencies

• Exceptional attention to detail and accuracy

• Trustworthiness and discretion

• Integrity and transparency

• High ownership and follow-through

• AI fluency and sound verification judgment

• Ability to operate effectively within ambiguity and chaos

• Systems thinking and process improvement

• Sensitive financial and operational administration

• Multi-threaded queue and stakeholder management

• Clear, concise written communication

• Executive and family-office support

• Proactive problem-solving and prioritization

What We Offer

• Best salaries in the industry

• work remotely from the location specified for this role permanently

• Opportunities for growth and advancement

• A fast-paced and collaborative environment

• A warm, people-first company culture

• Get paid in your currency of choice

• Full benefits

This is a full-time, long-term remote position dedicated to one client company. Persona provides onboarding and ongoing employment support for this position.