Chief of Staff - Senior Analyst

Job Overview:

The Senior Analyst/Chief of Staff position at Interchange Capital Partners is a pivotal role that serves as a direct extension of the President. This multifaceted position not only encompasses strategic planning, operational expertise, and administrative support but also requires a deep understanding of tax, legal, business consulting, and mergers and acquisitions as the successful candidate will be heavily involved in client meetings and have a key part in creating meeting presentations, analyzing financial statements, and developing bespoke deliverables for ultra-high net worth clients. This role contributes significantly to the overall success of the organization and offers substantial potential for career growth within our dynamic organization.

Key Responsibilities:

Strategic and Cultural Alignment:

• Act as a strategic advisor to the President, providing valuable insights and support for both internal and client-focused projects, including tax strategies and M&A opportunities.
• Play a key role in fostering and driving cultural alignment throughout the organization, especially during times of change or adversity.
• Lead and champion long-term strategic initiatives critical to the firm's success, including business consulting engagements.

Financial, Legal, and Business Analysis:

• Conduct comprehensive analysis of complex financial, legal, and tax structures, demonstrating persistence in tackling intricate issues.
• Transform various documents into formats aligned with the overarching vision, such as consolidated balance sheets, cash flow statements, and entity flow charts.
• Offer expertise in mergers and acquisitions, from due diligence to deal execution and post-merger integration.

Client and Partner Relations:

• Cultivate and nurture relationships with external partners and serve as the President’s representative in high-level interactions with clients, prospects, and industry professionals, maintaining composure in demanding situations.

Administrative Duties:

• Efficiently manage the President's office, including email correspondence, calendar scheduling, and travel arrangements.
• Actively participate in calls and meetings on behalf of the President, facilitating information gathering and providing valuable input.

Mentorship and Talent Development:

• Fulfill the role of a mentor and supervisor for junior analysts within the organization, fostering their professional growth and perseverance in their roles.

Other Responsibilities:

• Serve as a presentation-builder for the President, ensuring high-quality materials for various business engagements.
• Oversee internal operational efficiencies and effectively resolve ad hoc issues as they arise.

Qualifications:

Educational and Professional:

• Bachelor’s degree in business, Finance, or a related field. An advanced degree in Law, Tax, or Business is highly preferred.
• A minimum of 5 years of experience in a similar role, ideally within sectors catering to ultra-high-net-worth family business clients.

Technical Skills:

• Proficiency in Excel, PowerPoint, or similar presentation software.
• Experience in financial modeling, due diligence, and legal analysis as it relates to mergers and acquisitions.

Soft Skills:

• Exceptional critical thinking and problem-solving abilities.
• Strong interpersonal and communication skills.

Other:

• Proven ability to manage multiple projects simultaneously and effectively lead teams.

To Apply:

To apply for this position, please submit your resume to brian.baum@interchangecp.com. Include "Chief of Staff Application - [Your Name]" in the subject line.