CHIEF OF STAFF – INVESTMENTS & MULTI-FAMILY OFFICE
Location: Chennai
Experience: 10–15+ years
Preferred: CA / CFA / MBA (Finance) or equivalent

About the Role:
We are building an independent, advisory-led Multi-Family Office (MFO) for promoter families, entrepreneurs and HNIs, focused on preservation, growth and inter-generational stewardship of wealth. We seek a senior, entrepreneurial professional to work closely with the Founder in building and scaling the MFO.

This is a leadership-track role combining investment expertise, family financial analysis, portfolio construction, client advisory, team building and execution. It is not a product-distribution or sales-led wealth management role.

Key Responsibilities:
• Conduct comprehensive financial analysis of families covering assets, liabilities, investments, business interests, cash flows and liquidity requirements; prepare net-worth statements, wealth dashboards and periodic portfolio reviews.
• Draft and review Investment Policy Statements (IPS) covering investment objectives, risk parameters,



liquidity and strategic asset allocation.
• Design customised portfolios aligned with each family's objectives, risk appetite and liquidity needs; review performance, risk, concentration, diversification, costs and suitability.
• Evaluate investment opportunities across Mutual Funds, PMS, AIFs, Fixed Income, Global Funds, Private Equity, VC, Angel Investments, Pre-IPO/Unlisted, Real Estate Funds, Sector/Thematic Funds, Mergers & Acquisitions and other Alternatives.
• Maintain solid knowledge of leading Indian and global fund houses, wealth managers, investment managers and platforms; independently evaluate and challenge external recommendations.
• Coordinate broader family-office requirements including estate & succession planning, taxation, trusts/ownership structures, risk management, family governance, philanthropy, CSR and legacy planning.
• Build trusted relationships with promoter families and coordinate execution

📌 Chief of Staff (Chennai)
🏢 Sage Metrics Services
📍 Chennai