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 solid 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

📌 Chief of Staff Investments & Multi-Family Office (Chennai)
🏢 Important Company of the Sector
📍 Chennai