Chief of Staff – Investments & Multi-Family Office – CA/CFA

Client:

A global conglomerate with diversified interests spanning International Trading, Shipping & Logistics, Real Estate, and Infrastructure Development. The Group is headquartered in Chennai and has a significant presence in India, Singapore, the UAE, Uganda, and the Maldives. Building on the group’s entrepreneurial legacy, the Founder & CEO has been actively engaged in advising business families on governance, estate planning, and succession planning. As part of the next phase of growth, the Group is expanding into Multi Family office, Wealth & Investment Management.

Position:

Chief of Staff – Investments & Multi-Family Office

Location:

Chennai

Work Mode:

In Office

About the Role:

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. Seeking 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. The successful candidate will work closely with the Founder and progressively assume greater responsibility for investments, client relationships, team leadership, and growth of the MFO, with the potential to evolve into a senior leadership role as the platform scales.

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 strong 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 across banks, fund managers, lawyers, tax advisors, and other specialists.

– Help build institutional-quality investment processes, due-diligence frameworks, reporting systems, and technology-enabled dashboards for the MFO.

Leadership Responsibilities:

– Build, lead, and mentor a high-quality team across investments, research, analytics, operations, and client servicing as the MFO scales.

– Demonstrate strong people management, delegation, decision-making, and execution capabilities.

– Create a culture of ownership, accountability, excellence, confidentiality, and client-first thinking.

– Lead multiple internal and external stakeholders and manage complex client relationships with maturity and discretion.

– Convert strategy into clear priorities, establish scalable processes, and progressively assume greater responsibility for the management and growth of the MFO.

Requirement:

– 10 – 15+ years of relevant experience in a Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management, or similar environment.

– 8+ years of experience in a Wealth Advisory Firm is a must.

– Strong understanding of asset allocation, portfolio construction, investment analysis, and traditional & alternative investment strategies.

– Experience with HNI/UHNI or promoter-family portfolios, including financial analysis, IPS drafting, and customised portfolio design.

– Strong knowledge of leading fund houses, investment managers, and wealth-management strategies in India and globally.

– Demonstrated leadership, team-building, analytical, communication, and relationship-management capabilities.

– High integrity, discretion, and confidentiality, with an entrepreneurial, hands-on, and ownership-oriented mindset.

Educational Qualification:

– CA, CFA, or MBA (Finance) only