投资研究专业人员，私募信贷二次交易
Investment Research Professional, Private Credit Secondaries
Aksia 概述
Aksia 是一家专注于另类资产的公司，为全球机构投资者提供投资解决方案。我们的业务涵盖对冲基金、私募信贷、私募股权、实物资产和房地产等领域的咨询、投资管理和研究服务。截至 2025 年 9 月 30 日，Aksia 管理的资产超过 3620 亿美元，管理的客户资本达 330 亿美元。
职位概述
Aksia 正在寻找一名投资研究专业人员加入我们的投资研究团队，专注于私募信贷二次交易，同时也会涉及少量的跟投和一级投资。我们的投资研究团队负责识别和筛选潜在的投资机会，进行估值及相关交易尽职调查和结构分析，提出投资建议，并监控投资组合头寸。该职位将对 Aksia 二次交易投资的持续增长起到关键作用，职责可能还包括各种业务拓展活动，如方案讨论、网络拓展和教育项目。
该职位可在 Aksia 的纽约办公室，或芝加哥、圣地亚哥办公室，或远程办公，并需与全球同事和客户保持定期互动。公司拥有一个覆盖私募信贷市场的全球投资研究团队，与超过 100 家机构客户合作，包括养老基金、保险公司、政府相关机构、捐赠基金、基金会和年金基金。
职责：
- 主导私募信贷二次交易及部分跟投和一级投资的来源筛选和分析
- 提供全面的定性研究和财务报表分析
- 进行财务建模、估值、结构和敏感性分析，以支持二次机会的评估和定价
- 管理第三方尽职调查，进行二次研究，参与参考电话联系
- 与一级基金研究团队沟通，协助评估主要发起人、信用组合和交易来源
- 将研究总结为投资备忘录，并向投资委员会汇报关键发现
- 管理和维护公司的内部数据库，包括跟踪投资和记录业绩
- 监控客户的二次投资和投资组合
- 撰写聚焦于私人市场的相关内容
查看英文原文
Aksia Overview
Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. Our business provides clients with advisory, investment management, and research services across hedge funds, private credit, private equity, real assets, and real estate. As of September 30, 2025, Aksia advises on over $362bn and manages $33bn of client capital.
Position Overview
Aksia is seeking an investment research professional to join our Investment Research team, focusing on private credit secondary investments and to a lesser extent co-investments and primaries. Our Investment Research team is responsible for identifying and screening potential investment opportunities, performing valuation and related transaction due diligence and structuring analyses, proposing investment recommendations, and monitoring portfolio holdings. This individual will be integral to the continued growth of Aksia’s secondaries investments and responsibilities may further include various business development activities such as prospect discussions, networking and educational initiatives.
This position can be based in Aksia's New York office or in our Chicago or San Diego offices, or remote and will include regular interaction with global colleagues and clients. The firm features a global team of investment research professionals covering the private credit markets and works with over 100 institutional clients including pension plans, insurance companies, government-related institutions, endowments, foundations, and superannuation funds.
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
Qualifications:
- 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
Originally posted on Himalayas