Chief of Staff - Finance & Investments jobs in United States
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Somewhere · 1 week ago

Chief of Staff - Finance & Investments

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$10,000/mo - $15,000/mo
date3+ years exp

Somewhere is a dynamic investment firm focused on real estate and strategic financial ventures across multiple countries. The Chief of Staff will manage day-to-day investment operations, financial reporting, and cross-border tracking while providing actionable insights to drive decision-making.

Staffing & Recruiting
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Culture & Values

Responsibilities

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

Qualification

Finance experienceAdvanced Excel skillsAnalytical skillsCross-border investmentsReal estate investmentsFund managementLegal compliance knowledgeCommunication skillsProblem-solving skillsIndependent work

Required

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

Preferred

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

Company

Somewhere

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Support Shepherd is now Somewhere! Trusted by top brands and entrepreneurs for effortless and efficient global hiring solutions.
dateFounded in 2009
location
Dallas, TX, US
people-size51-200 employees
web-link
https://somewhere.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Benjamin S.
Chief Operating Officer
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Company data provided by crunchbase