Chief of Staff Investments & Multi-Family Office

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