Investment Professional, Private Equity

Aksia

$130K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of investment experience, preferably with institutional investors or consultants
  • Expertise in private equity asset allocation and portfolio construction
  • Proven ability to lead small teams and manage complex projects
  • Strong relationship-management skills with credibility among senior decision-makers
  • Excellent analytical and presentation skills for conveying complex investment concepts
  • Experience in business development and expanding client relationships
  • Strong project management and cross-functional leadership abilities
  • Bachelor's degree required; advanced degree or CFA designation preferred
  • Willingness to travel for client meetings and industry events

Responsibilities

  • Lead client-focused teams advising institutional investors on private equity strategies
  • Build trust with investment committees and senior decision-makers as the main relationship lead
  • Translate market research and analytics into actionable recommendations for clients
  • Oversee client engagements from initial scoping to final delivery
  • Drive client retention and growth through relationship management and business development
  • Mentor junior staff and promote a culture of knowledge sharing
  • Lead cross-functional projects involving various teams across the organization

Benefits

  • Comprehensive benefits package included
  • Discretionary performance bonus offered
Full Job Description
Team Overview

Aksia's Private Equity team sources, evaluates, and invests in primary funds, co-investments, and secondary opportunities. The team partners with clients to design customized solutions spanning investment management, advisory, and research & data. As of May 31, 2026, Aksia's Private Equity team oversaw $116 billion in private equity client assets.

Position Overview

Aksia is seeking a Vice President-level investment professional to join its Private Equity team to 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

Key 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

Qualifications:
  • 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; an advanced degree, CFA designation, or equivalent professional qualification is preferred
  • Willingness to travel periodically for client meetings, team collaboration, and industry events

The estimated base salary range for this position is $130,000 to $160,000, which is specific to San Diego and 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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