Investment Professional, Private Equity
About The Position
Aksia is seeking a Vice President-level investment professional to join its Private Equity team. This role will help lead client-focused teams working with sophisticated institutional investors on investment strategy, asset allocation, portfolio construction, and investment selection. The successful candidate will serve as a trusted advisor to clients and prospects, helping them evaluate investment opportunities and develop programs to align with their investment objectives. This position is ideally based in Aksia’s San Diego or New York office and will include regular interaction with Aksia colleagues, clients, and prospects.
Requirements
- 7-10 years of investment experience, ideally with an institutional investor, OCIO, consultant, asset manager, or advisory firm
- Demonstrated experience with private equity asset allocation, portfolio construction, pacing, liquidity, and investment selection
- Ability to lead client engagements and small teams, manage complex workstreams, and deliver high-quality work under tight deadlines
- Strong relationship-management skills, with credibility among investment committees, boards, CIOs, and other senior decision-makers
- Excellent analytical, written, verbal, and presentation skills, with the ability to turn complex investment concepts into clear, actionable recommendations
- Commercial orientation and experience supporting business development, cultivating prospects, contributing to proposals, and expanding client relationships
- Strong cross-functional leadership, project-management skills, judgment, intellectual curiosity, and collaborative approach
- Bachelor’s degree required
- Willingness to travel periodically for client meetings, team collaboration, and industry events
Nice To Haves
- an advanced degree, CFA designation, or equivalent professional qualification is preferred
Responsibilities
- Lead small, client-focused teams advising institutional investors on private equity strategy, asset allocation, portfolio construction, pacing, liquidity, and investment selection
- Serve as day-to-day relationship lead for clients and prospects, building trust with investment committees, boards, CIOs, and other decision-makers
- Translate Aksia’s market research, investment diligence, and analytics into actionable, client-specific recommendations
- Help oversee client engagements from scoping through delivery, ensuring rigorous, timely, and responsive work product
- Drive client retention and business development by deepening relationships, expanding engagements, participating in prospect meetings, and contributing to proposals
- Mentor junior professionals, promote knowledge sharing, and contribute to Aksia’s private equity practices, tools, and thought leadership
- Lead cross-functional initiatives across investments, data, legal and compliance, and client operation
Benefits
- discretionary performance bonus
- comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Manager
