Senior Investment Professional, Pan Alternatives

Aksia•San Diego, NY

2d•Remote

About The Position

Aksia is seeking a senior professional to join our Pan-Alternatives team. The incumbent will lead client relationships though 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, as well as 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.

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.

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
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