Senior Investment Professional, Private Equity
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Aksia
San Diego, CA, US
Summary
The incumbent will lead client relationships by providing bespoke investment advisory services, including portfolio construction, risk management, and manager evaluation. They will also spearhead business development efforts and manage client-focused projects across research, legal, and operations teams.
Job Description
Aksia Overview
Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. Our business provides clients with investment management, advisory and research services across private equity, private credit, real assets, and hedge funds. As of May 31st, 2026, Aksia advises on over $343bn and manages $38bn of client capital.
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 senior investment professional to join its Private Equity team to lead client-focused teams working with sophisticated institutional investors on investment strategy, asset allocation, portfolio construction, and investment selection. The successful candidate will build and maintain trusted relationships with clients and prospects, serving as a strategic partner in helping them evaluate investment opportunities and develop programs to align with their investment objectives.
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.
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 a senior 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
- 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:
- 12+ 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 executive presence and 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 $180,000 to $250,000, 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.
Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to institutional investors and we advise on $301 billion AUA and $25 billion AUM of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds. Aksia has over 460 employees who are located in seven offices across North America, Europe, and Asia, with headquarters in New York City and main offices in London and Tokyo.*
*All references herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). AUA/AUM is as of November 30, 2023. AUA is defined as the sum of the NAV and unfunded commitments of our clients' underlying investments. AUM is defined as the sum of the NAV and unfunded commitments of our clients' underlying investments and the amounts committed to an Aksia-managed vehicle but not yet committed to an underlying investment. AUA/AUM represents assets advised and/or managed by Aksia and tracked by Aksia’s Client Operations team. AUM includes all accounts where Aksia serves as the investment manager, whether in a fully discretionary manner or where the client retains veto/approval authority.. Number of professionals and experience is as of January 31, 2024.
Founded
2006
Company size
201-500 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
New York, NY
Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to institutional investors and we advise on $301 billion AUA and $25 billion AUM of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds. Aksia has over 460 employees who are located in seven offices across North America, Europe, and Asia, with headquarters in New York City and main offices in London and Tokyo.*
*All references herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). AUA/AUM is as of November 30, 2023. AUA is defined as the sum of the NAV and unfunded commitments of our clients' underlying investments. AUM is defined as the sum of the NAV and unfunded commitments of our clients' underlying investments and the amounts committed to an Aksia-managed vehicle but not yet committed to an underlying investment. AUA/AUM represents assets advised and/or managed by Aksia and tracked by Aksia’s Client Operations team. AUM includes all accounts where Aksia serves as the investment manager, whether in a fully discretionary manner or where the client retains veto/approval authority.. Number of professionals and experience is as of January 31, 2024.
Founded
2006
Company size
201-500 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
New York, NY