About the Role
The Analyst will support the real assets team in the sourcing, evaluation, and monitoring of investments within the alternative investment management industry at a high-quality, growing firm, gaining exposure to private real assets.
Responsibilities
- Source and screen investments, including reviewing industry news, managing databases, performing market mapping, and attending prospective manager meetings.
- Support deal teams in assessing investment opportunities, preparing diligence documentation, and documenting investment committee approvals.
- Complete post-closing documentation, monitor investments, track capital calls and distributions, and monitor investment performance.
- Support marketing and client service requests from existing and prospective investors.
- Assist with special projects, collaborate with other investment teams, and integrate AI into workflows.
Requirements
- Attend prospective manager meetings and calls.
- Attend industry conferences.
- Attend investment committee meetings.
- Collaborate with other Apogem investment teams to develop best practices, share diligence findings, etc.
- Integrate AI into workflows.
Skills
- Database management
- Investment evaluation
- Quantitative analysis
- Marketing support
- Client service support
Location
- New York
- Chicago
- Austin
- Richmond
Work Type
- Hybrid
- Full-time
Experience Level
- Analyst
Salary/Compensations
- $80,000-$100,000
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
- Competitive benefits
- Opportunities for career development and growth
About the Company
- Apogem Capital is a leading alternatives investor with decades of experience investing in the middle market and approximately $43 billion in assets under management.
- By offering a full range of capital solutions, Apogem delivers innovative equity and credit solutions to private equity sponsors and portfolio companies while generating access to highly sought-after investment opportunities for our clients.
- Apogem Capital prides itself on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits.
- 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.
