Bailey & Company · 2 hours ago
Chief of Staff
Bailey & Company is a merchant banking platform focused on healthcare companies. They are seeking a Chief of Staff to support the CEO by driving operational rigor, executing strategic initiatives, and enhancing employee engagement across the organization.
BankingFinancial Services
Responsibilities
Advance the rigor and discipline of all Bailey business operations: client prospecting, revenue forecasting, KPI reporting, research and market development, principal investing, and marketing. Collaborate and work closely with the CFO, CMO, and Director of Research to ensure alignment and consistency across key constituents in the business
Drives the development, implementation, and sustainability of strategic goals, ensuring alignment across business units
Supports daily operations by managing engagement and prospect tracking, CRM systems, process improvements, and internal/external events. Additionally, constantly looking to improve organizational efficiency, and establishes operating rhythms (e.g., leadership meetings, offsites) utilizing the firms technology tools, CRM, and artificial intelligence
Acts as a trusted advisor to CEO, facilitating decision-making and acting as a 'force-multiplier' in managing complex workflows to 'get things done' and push forward projects when the CEO is not in the room
Develops communication strategies to inform, inspire, and connect employees, particularly given the firms multiple office locations
Leads high-visibility projects and initiatives that touch recruiting, human resources, compliance, investment banking, and principal investing
Qualification
Required
4-9+ years in investment banking or private equity
Functional experience in one or more of the following: project/process management, management consulting, corporate strategy, M&A/transaction advisory or other strategic roles, with experience influencing senior leadership
Strong quantitative and analytical foundation (including experience with financial modeling and advanced Microsoft Excel skills)
Executive presence
Exceptional communication abilities (written and verbal, including advanced proficiency in Microsoft PowerPoint)
Experience with CRM technology (preferably Deal Cloud)
A data-driven approach to solving problems
A willingness to play a lead role in the development of the Firm's ongoing evaluation and utilization of AI
Bachelor's degree or equivalent, preferably in Business or a related field
Company
Bailey & Company
Bailey & Company is a Nashville-based merchant banking platform focused on middle market healthcare companies in the healthcare services, healthcare technology, payer services, and pharma services & life sciences sectors.