Steve Kotsiras Email & Phone Number

I am an investment management senior relationship management and client service professional. My background includes experience with a variety of asset classes, from traditional “long-only” equity and fixed income to alternative and private markets, such as private equity, real estate and commercial mortgages. I foster meaningful partnerships with clients by consistently exceeding expectations and by expertly coordinating firm resources to address client needs. I earn excellent feedback from clients, leading to increased revenues from cross-selling. Also, I have developed client lifecycle management processes to aid organizations in the day-to-day management of investor relationships. Highlights of my experience include:► Client Advocacy: I influence and develop client-centered operations, communications and decisions across functions and asset classes, garnering high praise from seasoned investors who work with numerous investment managers.► Global Relationships: I build positive connections, meet unique requirements and consistently achieve deliverables deadlines for clients in North America, Europe and Asia.► Business Development: By building strong client and internal relationships, I help generate new business across asset classes and product offerings, secure commitments, successfully launch new products and grow assets under management.In addition to my leadership of day-to-day client service operations, I am a player-coach who develops top-performing teams and provides expert guidance to distribution, product, legal and operations teams. Furthermore, I sustain positive relationships and maintain composure during times of crises: I have navigated clients and organizations through periods of change, most recently the transition to remote work, to minimize disruption to the business and earn unwavering client trust.My expertise includes Client Service, Relationship Management, Client and Prospect Meetings, Investor Reports and Presentations, Deadlines and Deliverables Management, Team Management and Mentoring, Hiring and Recruiting, Alternative and Private Market Asset Classes, Contract and RFP Review, Product Management, Product Launch, Service Requirement Analysis and Assessment, Attention to Detail and Organizational Skills.

Listed skills include Alternative Investments, Private Equity, Investor Relations, Investment Management, and 9 others.