Portfolio Advisory Associate

| London, Greater London, England, GBR
Sorry, this job was removed at 9:35 a.m. (CST) on Thursday, June 6, 2024
Find out who's hiring in Other US Location.
See all Data + Analytics jobs in Other US Location
Apply
By clicking Apply Now you agree to share your profile information with the hiring company.

Position Overview

Aksia is seeking a talented professional to join our UK Portfolio Advisory team. The Advisory team at Aksia is responsible for developing and maintaining ongoing advisory relationships with large, 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.

This is an in-person position is based in Aksia’s London office and will involve interaction with global colleagues and clients.

Responsibilities

  • Maintaining and developing firm marketing materials
  • Coordinating client-focused projects across research, advisory, legal/compliance and client operations teams
  • Collecting, organizing and tracking prospective client information
  • Helping with client meeting preparation, for both existing and prospective clients, including presentations and other ad-hoc projects 
  • Continually developing knowledge and expertise of new funds, strategies and investment opportunities to help clients meet their specific objectives

Qualifications

  • 3 to 6 years of investment experience with in-depth knowledge of alternative strategies, specifically private equity, real assets, real estate, and/or hedge funds
  • Strong quantitative and qualitative skills
  • Highly motivated and organized
  • Ability to multi-task, prioritize and manage projects independently
  • Attentive to detail
  • Strong excel skills
  • Effective writing and communication skills
  • Positive attitude, team player and strong work ethic
Read Full Job Description
Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.

Similar Jobs

Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.
Learn more about AksiaFind similar jobs