Investment Research Professional, Private Credit Secondaries

Summary

Aksia is an alternative assets specialist providing investment solutions for institutional investors globally. The firm is seeking an investment research professional to focus on private credit secondary investments, including sourcing and screening opportunities, performing valuation and due diligence, preparing investment recommendations, and monitoring portfolio holdings.

Responsibilities

• Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
• Providing thorough qualitative research and financial statement analysis
• Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities
• Managing third-party diligence, conducting secondary research, participating with reference calls
• Liaising with primary fund research team to assist with the evaluation of lead sponsors, credit portfolios and deal sourcing
• Summarizing research into investment memorandums and presenting key findings to the Investment Committee
• Managing and maintaining the firm’s internal database, including tracking investments and recording performance
• Monitoring clients’ secondary investments and portfolios
• Authoring private markets focused research
• Participating in business development activities

Skills

• 4-10+ years of experience working with private market secondaries (GP with secondaries practice, fund of funds, institutional investor, private markets consultant, secondaries advisor, etc.)
• Strong financial modeling, analysis and underwriting skills
• Entrepreneurial mindset with ability to offer new ideas
• Ability to handle multiple responsibilities with limited oversight
• Strong written and verbal communication skills
• Attentive to detail
• Ability to think analytically and critically
• Strong excel skills
• Positive attitude
• Team player
• Strong work ethic

Qualifications

Must Haves

• 4-10+ years of experience working with private market secondaries (GP with secondaries practice, fund of funds, institutional investor, private markets consultant, secondaries advisor, etc.)
• Strong financial modeling, analysis and underwriting skills
• Entrepreneurial mindset with ability to offer new ideas
• Ability to handle multiple responsibilities with limited oversight
• Strong written and verbal communication skills
• Attentive to detail
• Ability to think analytically and critically
• Strong excel skills
• Positive attitude
• Team player
• Strong work ethic

Benefits

• This position can be based in Aksia's New York office or in our Chicago or San Diego offices, or remote
• Regular interaction with global colleagues and clients