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.