Role Overview The role is responsible for driving the growth of Emkay Wealth's Unlisted Investments and Private Markets platform by sourcing, evaluating, structuring, and distributing unlisted equity and pre-IPO investment opportunities to HNIs, UHNIs, Family Offices, and Corporate Treasuries.
The incumbent will work closely with Relationship Managers, Product Teams, Family Offices, Investment Banks, VC/PE Funds, and external market intermediaries to create a scalable private markets franchise within Emkay Wealth.
Key Responsibilities
Private Markets Business Development
Build and grow Emkay Wealth's Unlisted Investments business.
Create a pipeline of quality pre-IPO and unlisted investment opportunities.
Drive revenue and asset mobilisation through private market offerings.
Develop relationships with Family Offices, UHNI investors and strategic investors.
Product Positioning Develop client-oriented investment communication material including:
Investment rationale
Key growth drivers
Valuation summary
Risk considerations
Exit scenarios
Support Relationship Managers in positioning opportunities to clients.
Investment Evaluation
Review financial statements.
Assess valuations.
Understand risks and exit pathways.
Prepare investment notes and client presentations.