Portfolio Advisory Analyst

Sorry, this job was removed at 02:35 p.m. (CST) on Thursday, Jun 06, 2024
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Athens
1-3 Years Experience
Fintech • Payments • Financial Services
The Role

Position Overview: 

Aksia is seeking Analysts to join our 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 position is based in Aksia's Athens office and includes regular interaction with global colleagues and clients.

Responsibilities: 

  • Assisting with back office services in connection with providing portfolio advice to clients
  • Assisting with meeting preparation for both existing and prospective clients, including presentations and other ad-hoc projects
  • Liaising with research, advisory, legal, and client operations teams for the completion of projects
  • Maintenance and development of firm marketing materials

Qualifications: 

  • Bachelor’s degree in finance, economics, business or another related field
  • Strong writing and verbal communication skills
  • Written and verbal fluency in English
  • Attentive to detail
  • Strong excel skills
  • Positive attitude
  • Team player
  • Strong work ethic
The Company
HQ: New York, New York
459 Employees
On-site Workplace
Year Founded: 2006

What We Do

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 $265 billion AUA and $18 billion AUM of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds. Aksia has over 390 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 September 30, 2022 and includes NAV plus unfunded commitments and represents investments advised on and/or managed by Aksia and directly tracked by Aksia’s client operations team. AUA/AUM does not include assets of any research clients or advisory clients for whom Aksia does not track their portfolios. AUM includes fully discretionary accounts and accounts where the client retains veto authority. Number of professionals and experience is as of October 31, 2022

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