Chief of Staff - Investments & Multi Family Office

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.
Ideal Candidate:
10–15+ years of relevant experience in a Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management or similar environment.
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.
Must have CA, CFA, or MBA (Finance).
10–15+ years of relevant experience in a Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management or similar environment.
Experience in Wealth Advisory Firm is a must. Minimum years of experience can be 8-10 years.
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.
High integrity, discretion and confidentiality, with an entrepreneurial, hands-on and ownership-oriented mindset.

Work arrangement
No