Channel Relationship Manager

As an experienced professional in the field of Private Investments portfolio management, your role will involve making independent, well-informed decisions to enhance the performance of the Private Equity portfolio. You will be responsible for approaching advisors to invest in company-approved startups and facilitating secondary sales of Private firms. A key aspect of your responsibilities will be to maintain the quality of the portfolio by actively engaging with mapped relationships, ensuring that relationship values are maintained at desired levels. Additionally, you will provide financial planning and investment advisory services to Brokers, Agents, and Advisors. This involves conducting thorough analysis to identify customer needs and recommending suitable products accordingly. In this role, you will be required to monitor existing Private Investments by conducting update meetings and calls with managers. This will involve reviewing performance reports, quarterly letters, and other manager correspondence to stay informed about the status of the investments. Furthermore, you will be expected to develop strategies to attract new potential investors and advisors to the portfolio. To excel in this position, you should possess a minimum of 6 years of experience in Stockbroking, Mutual Fund, or Private Equity Advisory and Sales. A strong understanding of Capital and Stock Markets, as well as Fund Raising and IPOs, is essential. Your ability to work effectively under tight deadlines, coupled with experience in valuation, modeling, and financial forecasting, will be crucial for success in this role. Excellent communication skills, a growth-oriented mindset, and strong analytical capabilities are prerequisites for this position. As a self-starter with a proactive and target-oriented approach, you should also demonstrate proficiency in networking and relationship building. Being well-organized, customer-service oriented, and driven by a desire to consistently achieve top results will be key attributes for excelling in this role.,