Chief of Staff - Investments & Multi-Family Office - Banking/Financial Services

Job Description:

- 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.

- Experience in Asset allocation, portfolio construction, investment analysis.

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

- The Chief of Staff for Investments & Multi-Family Office will serve as a strategic partner to the leadership team, acting as the primary architect for business planning and investment execution.

- This role involves navigating complex financial landscapes, overseeing portfolio management strategies, and ensuring seamless coordination between internal investment committees and external high-net-worth stakeholders.

- You will be responsible for translating high-level vision into actionable business strategies, managing cross-functional workflows, and ensuring that the firm's growth objectives are met with analytical rigor and operational efficiency.