Senior Investment Professional, Pan Alternatives

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🏄 California, New York – Remote

🏄 California – Remote 🗽 New York – Remote

💵 $180k - $250k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Aksia

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

Aksia is a global alternative asset investment advisory and management firm that provides performance-focused solutions to institutional investors. The firm specializes in private credit, hedge funds, private equity, and real assets, offering in-depth manager and deal-level research, operational due diligence, and portfolio construction across discretionary and non-discretionary governance models. Aksia also provides a technology platform (MAX) for reporting, analytics, and transparency, and serves clients worldwide from multiple offices.

📋 Description

• 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 • Spearhead 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 • Drive client retention and business development efforts by cultivating trusted relationships with existing clients and supporting new client acquisition opportunities

🎯 Requirements

• 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.

🏖️ Benefits

• Aksia provides a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package.