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

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  Conduct comprehensive financial analysis covering assets, liabilities, investments, business interests, cash flows and liquidity

  
  


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  Prepare net-worth statements, wealth dashboards and portfolio reviews

  
  


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  Develop and review Investment Policy Statements (IPS)

  
  


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  Design customized portfolios based on investment objectives, risk appetite and liquidity requirements

  
  


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  Evaluate investments across:

  
  
  
  
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    Mutual Funds

    
    
  
  
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    PMS & AIFs

    
    
  
  
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    Fixed Income

    
    
  
  
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    Global Funds

    
    
  
  
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    Private Equity / VC

    
    
  
  
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    Angel Investments

    
    
  
  
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    Pre-IPO / Unlisted Investments

    
    
  
  
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    Real Estate Funds

    
    
  
  
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    Alternatives

    
    
  
  
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    M&A opportunities

    
    
  
  
  
  


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  Evaluate and challenge recommendations from external fund managers and wealth managers

  
  


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  Support estate & succession planning, trusts, taxation, family governance, philanthropy and legacy planning

  
  


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  Build relationships with HNI/UHNI and promoter families

  
  


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  Coordinate with banks, fund managers, lawyers, tax advisors and other specialists

  
  


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  Develop institutional-quality investment processes, due-diligence frameworks and reporting systems

  
  


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  Build and lead teams across investments, research, analytics, operations and client servicing

  
  

MUST-HAVE REQUIREMENTS

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  CA, CFA, or MBA (Finance) – Mandatory

  
  


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  8–15+ years of relevant experience

  
  


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  Experience in a Wealth Advisory Firm is mandatory

  
  


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  Background in Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management, or Wealth Advisory

  
  


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  Strong knowledge of asset allocation, portfolio construction and investment analysis

  
  


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  Experience with traditional and alternative investments

  
  


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  Experience managing/advising HNI/UHNI or promoter-family portfolios

  
  


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  Experience with financial analysis, IPS drafting and customized portfolio construction

  
  


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  Strong understanding of Indian and global fund houses, investment managers and wealth-management strategies

  
  


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  Proven leadership, analytical, relationship-management and execution skills

  
  


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  High level of integrity, discretion and confidentiality

  
  


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  Entrepreneurial, hands-on and ownership-oriented mindset