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About the Role

Apogem Capital is seeking an Associate / Senior Associate to support the continued growth of its private equity Separately Managed Accounts (SMAs) platform. This role will focus on delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting reporting, monitoring, and operational excellence across SMA mandates. This is a high-impact role with significant visibility across the firm’s investment and client-facing functions, offering the opportunity to shape portfolio analytics capabilities, influence portfolio construction, and help scale a growing SMA platform.

Responsibilities

Develop and deliver analytics to support portfolio construction decisions, including investment pacing, position sizing, industry sector exposure, and risk management/stress testing
Build and maintain cash flow and NAV forecasting models to support SMA planning and liquidity management, including predictive analytics around capital contribution and distribution modeling tracked at the underlying investment level
Monitor deployment pacing across SMA portfolios to ensure adherence to investment guidelines (strategy, geography, sector, concentration limits, etc.)
Perform benchmarking and performance attribution analysis across portfolios and underlying investments
Analyze portfolio trends, with consideration for both company-level performance and macroeconomic factors affecting the portfolio, and provide actionable insights to Portfolio Managers and Senior Leadership
Develop and maintain analytical tools and models to evaluate historical performance and inform decision-making
Oversee data integrity across portfolio metrics including performance, NAV, commitments, unfunded exposure, and cash flows
Partner with Portfolio Managers and Client Service teams to support monthly, quarterly, and ad hoc client reporting and prospective SMA client materials and presentations
Collaborate with Investment, Operations, and Data teams to gather inputs and improve analytical frameworks
Lead initiatives to automate processes, enhance data infrastructure, and reduce manual workflows
Support special projects aimed at scaling the SMA platform and improving operational efficiency

Requirements

2–4+ years of experience in private equity, asset management, fund administration, or accounting with exposure to private markets
Strong analytical and quantitative skill set with experience in portfolio analytics, modeling, and performance analysis
Advanced proficiency in Excel; strong PowerPoint skills required
Experience with data systems or database management preferred
Familiarity with private markets technology (e.g., DealCloud, iLevel)
Demonstrated ability to manage multiple priorities and work both independently and collaboratively
High attention to detail with a proactive, problem-solving mindset
Interest in leveraging technology to improve processes and build scalable solutions

Skills

Excel
PowerPoint
Data systems
Database management
Private markets technology
DealCloud
iLevel

Location

New York, NY

Work Type

Exempt

Experience Level

Associate
Senior Associate

Education Level

Four-year college degree
Majors in finance, data analytics, economics, or accounting preferred

Salary/Compensations

$125,000 - $150,000

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

About the Company

Apogem is a leading private markets solutions provider with decades of experience focused on the middle market.
With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.
Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.
New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
Due to our mutuality, we operate in the best interests of our policy owners.

Equal Opportunity

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities.
We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together.
This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported.
By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
Recognized as one of Fortune’s World’s Most Admired Companies