Chief of Staff - Investments & Multi-Family Office

Location

Chennai, Tamil Nadu, India

Experience

10–15+ Years (Candidates with 8–10 years of strong relevant experience may also be considered)

Qualification

CA / CFA / MBA (Finance) or Equivalent

Employment Type

Full-Time

Work Mode

Work from Office

Working Days

6 Days a Week (Second and Fourth Saturdays Off)

Relocation

Must be willing to relocate to Chennai

We are looking for an experienced and entrepreneurial Chief of Staff – Investments \& Multi-Family Office to work closely with the Founder in establishing, developing, and scaling an independent, advisory-led Multi-Family Office (MFO).

• Location: Chennai, Tamil Nadu, India
• Experience: 10–15+ Years (Candidates with 8–10 years of strong relevant experience may also be considered)
• Qualification: CA / CFA / MBA (Finance) or Equivalent
• Employment Type: Full-Time
• Work Mode: Work from Office
• Working Days: 6 Days a Week (Second and Fourth Saturdays Off)
• Relocation: Must be willing to relocate to Chennai

The role will involve overseeing investment strategy, portfolio construction, wealth advisory, family financial planning, investment research, client relationships, and operational execution.

The ideal candidate should have strong experience in Wealth Advisory, Family Office, Multi-Family Office, Private Banking, or Investment Management, with exposure to HNI/UHNI clients, promoter families, and entrepreneurs.

This is a strategic leadership opportunity focused on investment management, comprehensive wealth advisory, and long-term wealth preservation. It is not a sales, marketing, or product-distribution-led wealth management role.

Key Responsibilities

Family Financial Analysis \& Wealth Advisory

• Conduct comprehensive financial assessments covering family assets, liabilities, investments, business interests, cash flows, and liquidity requirements.
• Prepare consolidated net-worth statements, financial dashboards, and portfolio review reports.
• Understand client investment objectives, risk appetite, liquidity needs, and long-term wealth preservation goals.
• Develop customised and objective wealth advisory recommendations.

Investment Strategy \& Portfolio Management

• Develop Investment Policy Statements (IPS), strategic asset allocation frameworks, and customised investment portfolios.
• Monitor portfolio performance, diversification, concentration risks, investment costs, and asset allocation.
• Conduct periodic portfolio reviews and recommend rebalancing strategies.
• Evaluate domestic and international investment opportunities across traditional and alternative asset classes.

Investment Research \& Due Diligence

• Evaluate Mutual Funds, PMS, AIFs, Fixed Income, Global Funds, Private Equity, Venture Capital, Angel Investments, Pre-IPO and Unlisted Investments, and Real Estate Funds.
• Assess investment managers, fund houses, wealth platforms, and external advisors.
• Conduct independent investment analysis, due diligence, risk assessment, and performance evaluation.
• Develop investment evaluation frameworks to support informed decision-making.
• Maintain a strong understanding of Indian and international financial markets.

Family Office \& Wealth Structuring

• Coordinate with legal, taxation, estate planning, and financial advisors.
• Support succession planning, trusts, ownership structures, family governance, philanthropy, and legacy planning.
• Manage relationships with banks, fund managers, lawyers, tax advisors, and other stakeholders.
• Ensure confidentiality and discretion in handling sensitive financial information.

Multi-Family Office Development

• Establish investment processes, research methodologies, due-diligence frameworks, and portfolio reporting standards.
• Develop MIS dashboards, reporting systems, and technology-enabled processes.
• Build scalable operating procedures and governance frameworks.
• Improve operational efficiency, risk management, and client advisory services.
• Translate strategic business objectives into actionable execution plans.

Leadership \& Stakeholder Management

• Work directly with the Founder and senior leadership on strategic priorities.
• Build and lead teams across investments, research, analytics, operations, and client servicing.
• Manage senior client relationships and external stakeholders.
• Establish a culture of accountability, integrity, analytical excellence, and client-first advisory.
• Drive investment capabilities, platform development, and long-term business growth.

Required Qualifications \& Experience

• CA, CFA, or MBA in Finance is mandatory. Equivalent relevant qualifications may also be considered.
• 10–15+ years of relevant experience; candidates with 8–10 years of directly relevant experience may also be considered.
• Mandatory experience in a Wealth Advisory Firm, Family Office, Multi-Family Office, Private Banking, Investment Management, or a comparable wealth advisory environment.
• Experience advising HNI/UHNI clients, promoter families, entrepreneurs, or family-owned businesses.
• Strong expertise in asset allocation, portfolio construction, investment analysis, and risk management.
• Practical experience in family financial analysis, net-worth consolidation, IPS preparation, and customised portfolio design.
• Knowledge of Indian and international fund houses, investment managers, wealth management products, and investment platforms.
• Ability to independently evaluate investment proposals and provide objective, research-backed recommendations.
• Strong financial modelling, analytical, reporting, and problem-solving skills.

Preferred Competencies

• Strong leadership, team-building, and stakeholder management capabilities.
• Excellent communication and relationship management skills.
• Strategic thinking combined with hands-on execution capabilities.
• Strong decision-making, prioritisation, and problem-solving abi