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About the Role

Apogem Capital is a leading private markets solutions provider with approximately $44 billion in assets under management. We partner 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.

Responsibilities

• Review industry news daily and enter new investments into proprietary database
• Own database management, including generation of team’s pipeline and forward calendar
• Perform industry and strategy market mapping
• Attend prospective manager meetings and calls, generating meeting notes and quick screen evaluations
• Present investment evaluation findings in weekly team meetings
• Attend industry conferences
• Support deal team in assessment of investment opportunities
• Support senior investment professionals in diligence documentation
• Attend investment committee meetings and own documentation of commitments and approvals
• Opportunity to increasingly lead aspects of investment diligence, including creation/drafting of investment memos and quantitative analysis
• Complete post-closing documentation for new investments
• Monitor investments on a regular basis, capturing relevant data
• Track capital call and distribution activity and forecasts
• Monitor investment performance and track AGM and LPAC participation
• Support marketing and other various requests from existing and prospective investors
• Support client service in development of existing and prospective investor communications
• Support special project work as needed
• Collaborate with other Apogem investment teams to develop best practices and share diligence findings
• Integrate AI into workflows

Requirements

• Four-year college degree; preference for majors in finance, economics, business, or accounting
• 1+ year of full-time experience in investment banking, investment management, or a similar industry role
• Demonstrated interest in and intellectual curiosity about the investment management industry
• Strong work ethic
• Ability to gather, organize, and analyze data effectively
• Attention to detail
• Demonstrated resourcefulness and ability to take initiative
• Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task
• Ability to work in a team-oriented culture and maintain open communication with team members

Skills

• Mastery of Excel, PowerPoint, and AI tools
• Strong written and oral communication skills

Location

• Hybrid

Work Type

• Hybrid - 4 days per week

Experience Level

• 1+ year of full-time experience

Education Level

• Four-year college degree

Salary/Compensations

• $80,000

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.
• Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
• We're proud that 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.