Chief Of Staff

and the job listing Expires on November 22, 2025

Chief of Staff

Reports to : Managing Partner

About Epogee

Epogee is a Boston-based alternative asset management firm focused on delivering differentiated investment opportunities to ultra-high-net-worth individuals and family office clients. In addition to our Alternatives Advisory services, Epogee’s platform spans both direct real estate and private equity verticals, requiring seamless coordination and strategic execution across operational and investment personnel. Our team combines institutional investment experience with an entrepreneurial approach to sourcing, evaluating, and managing alternative investments. We emphasize rigorous analysis, operational excellence, and long-term partnerships built on trust and transparency.

Position Overview

The Chief of Staff will serve an integral role to the Managing Partner and a central coordinating force across Epogee’s business verticals. This is a high-impact, multifaceted role that begins with core operational and executive support responsibilities and evolves into expanded leadership across marketing, business development, investor relations, and investment due diligence. The ideal candidate will thrive in managing cross-functional initiatives, ensuring operational excellence across all verticals, and contributing to the firm’s growth trajectory.

Key Responsibilities

Core Operational Leadership

• Provide direct strategic and administrative support to the Managing Partner, including calendar management, correspondence, travel arrangements, and meeting preparation
• Act as the central hub for cross-vertical coordination, ensuring seamless communication and collaboration between real estate and private equity team members
• Orchestrate firm-wide initiatives and priorities to ensure efficient execution across all investment verticals
• Support client service functions, including onboarding, account maintenance, document preparation, and communications
• Coordinate internal and external meetings, including investment reviews, client updates, and vendor discussions
• Manage special projects related to firm operations, technology improvements, and workflow optimization

Advanced Responsibilities – Investment Operations & Due Diligence

Evolving Responsibilities – Marketing & Business Development

Evolving Responsibilities – Investor Relations

Qualifications

Required

Preferred

Compensation & Benefits

Growth Trajectory

This role is designed for a high-performing professional seeking meaningful career development within a growing firm. Over time, the Chief of Staff will have the opportunity to :

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