[Hiring] Senior Investment Professional @Aksia

Role Description

Aksia is seeking a senior professional to join our Pan-Alternatives team. The incumbent will lead client relationships through sound understanding of their strategic objectives and support the development of their alternative investment portfolio(s) on a bespoke basis. The position includes advising our clients on:

• Portfolio construction
• Risk management
• Manager evaluation
• Portfolio analysis and implementation
• Governance management
• ESG and reporting requirements

This role can be based anywhere in the US, with a preference for New York City or San Diego, and will include regular interaction with Aksia colleagues, clients, and prospects.

Key Responsibilities

• Leading small, client-focused teams to advise clients on strategies, managers, and portfolio construction/allocation across alternative asset classes with a particular focus in private equity and private credit.
• Building and maintaining strong relationships with sophisticated institutional investor clients and prospects.
• Spearheading client-focused projects across research, advisory, legal/compliance, and client operations teams.
• Continually developing knowledge and expertise of new funds, strategies, and investment opportunities to help clients meet their objectives.
• Educating clients on our proprietary research and analytics platform.
• Driving client retention and business development efforts by cultivating trusted relationships with existing clients and supporting new client acquisition opportunities.

Qualifications

• 10+ years investment, allocation, and/or research experience in the alternative space.
• Strong preference towards prior experience in private equity and private credit strategies (primaries, secondaries, and/or co-investments).
• Proven experience advising institutional investors on strategic asset allocation, portfolio design, governance considerations, and long-term investment program development.
• Strong client relationship management skills, with a demonstrated ability to build credibility, influence decision-makers, and serve as a trusted advisor to investment committees, boards, and senior investment professionals.
• Exceptional analytical, communication, and presentation abilities, with the capacity to translate complex investment concepts and recommendations into clear, actionable insights for diverse audiences.
• Commercially minded, with experience supporting business development efforts, cultivating prospective client relationships, and contributing to the growth of investment advisory or asset management businesses.
• Highly organized and detail-oriented leader with strong project management skills, sound judgment, intellectual curiosity, and the ability to manage multiple priorities in a fast-paced, client-focused environment.

Requirements

• The estimated base salary range for this position is $180,000 to $250,000, which is specific to New York and may change in the future.
• Aksia provides a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package.
• Individual compensation will be commensurate with the candidate's experience and local cost of labor.
• If the estimated salary is not within your target range but the role is aligned with your interests and experience, please still apply as there may be additional suitable opportunities.