Hiring: Chief of Staff – Investments & Multi-Family Office

Location: Chennai, Tamil Nadu

Experience: 8–15+ years

Must Have: CA / CFA / MBA (Finance) or equivalent

Industry: Wealth Advisory / Family Office / Investment Management

About The Role

We are building an independent, advisory-led Multi-Family Office (MFO) focused on wealth preservation, growth, and inter-generational wealth management for promoter families, entrepreneurs, HNIs and UHNIs.

We are looking for a senior, entrepreneurial investment professional to work closely with the Founder and help build and scale the MFO.

This is NOT a sales, marketing, or customer-service role. Candidates must have a strong investment and wealth-advisory background.

Key Responsibilities

Conduct comprehensive financial analysis covering assets, liabilities, investments, business interests, cash flows and liquidity
Prepare net-worth statements, wealth dashboards and portfolio reviews
Develop and review Investment Policy Statements (IPS)
Design customized portfolios based on investment objectives, risk appetite and liquidity requirements
Evaluate investments across:

Mutual Funds
PMS & AIFs
Fixed Income
Global Funds
Private Equity / VC
Angel Investments
Pre-IPO / Unlisted Investments
Real Estate Funds
Alternatives
M&A opportunities

Evaluate and challenge recommendations from external fund managers and wealth managers
Support estate & succession planning, trusts, taxation, family governance, philanthropy and legacy planning
Build relationships with HNI/UHNI and promoter families
Coordinate with banks, fund managers, lawyers, tax advisors and other specialists
Develop institutional-quality investment processes, due-diligence frameworks and reporting systems
Build and lead teams across investments, research, analytics, operations and client servicing

Must-have Requirements

CA, CFA, or MBA (Finance) – Mandatory
8–15+ years of relevant experience
Experience in a Wealth Advisory Firm is mandatory
Background in Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management, or Wealth Advisory
Strong knowledge of asset allocation, portfolio construction and investment analysis
Experience with traditional and alternative investments
Experience managing/advising HNI/UHNI or promoter-family portfolios
Experience with financial analysis, IPS drafting and customized portfolio construction
Strong understanding of Indian and global fund houses, investment managers and wealth-management strategies
Proven leadership, analytical, relationship-management and execution skills
High level of integrity, discretion and confidentiality
Entrepreneurial, hands-on and ownership-oriented mindset

Skills: financial analysis,finance,wealth,family office,management,family,investment,office,investments,construction

Chief of Staff Investments & Multi-Family Office