Chief Investment Officer - Multi Family Office

Head of Product & Research

About Us

Key Responsibilities

• Product Research & Analysis:
  

• Asset Allocation & Portfolio Strategy: Develop and implement tailored portfolio allocation models for UHNIs and family offices, aligning client goals with suitable products through strategic and tactical asset allocation.
• Investment Committee Support: Serve as a key advisor to investment committees by presenting market intelligence, investment ideas, and product strategies to guide portfolio decisions.
• Product Innovation & Ideation: Identify, evaluate, and co-create differentiated investment offerings in collaboration with platforms and fund partners, staying ahead of market trends in alternatives and structured products.
• Reporting & Performance Review: Maintain analytical dashboards and produce periodic research reports, market outlooks, and performance reviews to support internal decision-making and client communication. Qualifications & Experience:
• 12+ years in wealth management, investment research, or asset management, with a strong focus on alternatives (AIFs, PMS).
• Strong track record of evaluating and advising on portfolios - 100-1000 Cr and above.
• Deep understanding of investment product structures, macro-economic trends, and client risk profiles.
• Exceptional analytical and financial modeling skills.
• CFA, CA, MBA (Finance), or equivalent qualification preferred.
• Strong communication and presentation skills for internal teams and client interfacing. What We Offer:
• Strategic leadership role in one of India's fastest-growing multi-family office platforms.
• Competitive compensation with Fixed + Performance-based Variable Pay + ESOPs.
• Opportunity to work with top-tier UHNIs and family offices.
• Collaborative culture with high-impact decision-making.
• Access to 100+ established treasury relationships through Company's strong institutional network.
• Opportunity to build and lead a key vertical of the firm from the ground up