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About the Role

Apogem Capital is hiring an experienced Assistant Vice President of Strategy to primarily support the execution of its operations integration and business growth strategy initiatives. This position will report to the Vice President of Strategy. This role will entail providing program management and competitive benchmarking support for key business transformation initiatives, process re-engineering, and operating model design to support business growth. This position requires experience in the investment management industry with exposure to AI/ML capabilities for market research, technology, and operations, a strategic mindset, and the ability to work collaboratively across business functions.

Responsibilities

Lead cross-functional program management of large-scale operations and technology transformation initiatives.
Identify and mitigate risks, manage dependencies, and establish program governance structure and cadences.
Partner with investment, operations, and technology teams to define, document, and prioritize business requirements.
Perform market research and support development of perspectives on strategic implications of key developments in the industry.
Support competitive benchmarking to evolve existing product solutions.
Develop financial models to determine the short-term and long-term impact of new product initiatives.
Assist with design of cross-functional processes to support business growth.
Assist with development of materials to support leadership decisions in firmwide committees.

Requirements

High level of intellectual curiosity with a desire to develop and implement innovative new product solutions.
Self-starter, independent thinker, and pro-active with a keen sense of ownership and commitment to the work, and a passion to deliver results.
Team player and can accept substantial individual responsibility to proactively create value for the team and others.
Bachelor’s degree required with a strong record of academic achievement.
Minimum of 5-6 years of overall experience, with 3+ years in top-tier investment management or consulting firm in a product development and strategy capacity.
Good understanding of the investment management industry, investment operations, regulatory guidelines, and headwinds impacting private credit and private equity investment strategies.
Strong problem-solving, quantitative, and analytical skills.
Excellent written and verbal communication skills with the ability to produce clear, decision-oriented materials.
Meticulous attention to detail, accuracy, and drive to deliver high-quality work.
Strong project and process management skills with the ability to manage multiple workstreams and priorities concurrently.
Willing to travel 10% of time.

Skills

AI/ML capabilities for market research
Strategic mindset
Program management
Competitive benchmarking
Process re-engineering
Operating model design
Financial modeling
Problem-solving
Quantitative skills
Analytical skills
Written communication skills
Verbal communication skills
Project management skills
Process management skills

Location

NYC / TriState area

Work Type

Hybrid - 3 days per week

Experience Level

Assistant Vice President
Minimum of 5-6 years of overall experience
3+ years in top-tier investment management or consulting firm in a product development and strategy capacity

Education Level

Bachelor’s degree

Salary/Compensations

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

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.
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.