Associate, Pan-Alts

Aksia

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-6 years of experience in private markets, focusing on investment or client-facing roles
  • Strong quantitative and qualitative analytical skills
  • Highly motivated and organized with excellent project management capabilities
  • Ability to prioritize multiple tasks and manage deliverables independently
  • Attentive to detail with a strong work ethic
  • Positive team player attitude

Responsibilities

  • Assist in preparing for client meetings with presentations and projects
  • Develop expertise in new managers and investment strategies for client objectives
  • Track, coordinate, and complete ongoing deliverables for clients
  • Liaise with internal teams on client projects
  • Support senior colleagues in marketing initiatives
  • Maintain and enhance firm marketing materials
  • Build a strong network of prospective clients in defined focus areas

Benefits

  • Comprehensive benefits package
  • Discretionary performance bonus opportunity
  • Supportive team environment
  • Opportunities for professional development and networking
Full Job Description
Position Overview:

Aksia is seeking an associate to join our Pan-Alternatives team. The Pan-Alternatives team at Aksia is responsible for developing and maintaining ongoing relationships with a variety of sophisticated investors, by bringing together the resources of the firm for the benefit of each client. The team not only works with existing clients on the development and implementation of their alternative investment portfolios but is also the central point for the marketing and business development efforts of the firm's various business lines.

This position is based in Aksia's New York or San Diego office and will include regular interaction with global colleagues, clients, and prospects.

Responsibilities
  • Assisting with client meeting preparation for both existing and prospective clients, including presentations and other ad-hoc projects
  • Developing knowledge and expertise of new managers, strategies and investment opportunities to help clients meet their specific objectives
  • Tracking, coordinating and completing ongoing client deliverables
  • Liaising with internal teams to complete ad-hoc client projects
  • Supporting senior colleagues with marketing initiatives
  • Maintaining and developing firm marketing materials
  • Developing a robust network of prospective clients in a given area of focus

Qualifications:
  • 2-6 years of experience across private markets, ideally in an investment or client facing role
  • Strong quantitative and qualitative skills
  • Highly motivated and organized with excellent project management skills
  • Ability to multi-task, prioritize and manage deliverables independently
  • Attentive to detail
  • Positive attitude, team player and strong work ethic


The estimated base salary range for this position is $80,000 - $120,000, 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.

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