Support sourcing, screening, diligence, and portfolio monitoring for middle-market private investments. Manage proprietary database, prepare meeting notes and investment memos, track capital activity and performance, assist client communications and marketing, and collaborate on special projects with increasing responsibility for quantitative analysis and diligence documentation.
Company name: Apogem Capital
Location Designation: Hybrid - 4 days per week
About Apogem Capital
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.
1. Sourcing and investment screening
a. Review industry news daily and enter new investments into proprietary database
b. Own database management, including generation of team's pipeline and forward calendar
c. Perform industry and strategy market mapping
d. Attend prospective manager meetings and calls. Generate meeting notes and quick screen evaluations
e. Present investment evaluation findings in weekly team meetings
f. Attend industry conferences
2. Diligence support
a. Support deal team in assessment of investment opportunities
b. Support senior investment professionals in diligence documentation
c. Attend investment committee meetings and own documentation of commitments and approvals
d. Opportunity to increasingly lead aspects of investment diligence, including creation/drafting of investment memos and quantitative analysis
3. Performance reporting and portfolio monitoring
a. Complete post-closing documentation for new investments
b. Monitor investments on a regular basis, capturing relevant data
c. Track capital call and distribution activity and forecasts
d. Monitor investment performance and track AGM and LPAC participation
4. Marketing and client service support
a. Support marketing and other various requests from existing and prospective
investors
b. Support client service in development of existing and prospective investor communications
5. Organization
a. Support special project work as needed
b. Collaborate with other Apogem investment teams to develop best practices and share diligence findings
c. Integrate AI into workflows
Candidate Profile
1. Four-year college degree; preference for majors in finance, economics, business, or accounting
2. 1+ year of full-time experience in investment banking, investment management, or a similar industry role
3. Demonstrated interest in and intellectual curiosity about the investment management
industry
4. Strong work ethic
5. Mastery of Excel, PowerPoint, and AI tools
6. Ability to gather, organize, and analyze data effectively
7. Attention to detail
8. Strong written and oral communication skills
9. Demonstrated resourcefulness and ability to take initiative
10. Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task
11. Ability to work in a team-oriented culture and maintain open communication with team members
Pay Transparency
Salary range: 80,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: No
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.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
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. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
All Candidates Please Click Here
Job Requisition ID: 94568
#BI-Hybrid
Location Designation: Hybrid - 4 days per week
About Apogem Capital
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.
1. Sourcing and investment screening
a. Review industry news daily and enter new investments into proprietary database
b. Own database management, including generation of team's pipeline and forward calendar
c. Perform industry and strategy market mapping
d. Attend prospective manager meetings and calls. Generate meeting notes and quick screen evaluations
e. Present investment evaluation findings in weekly team meetings
f. Attend industry conferences
2. Diligence support
a. Support deal team in assessment of investment opportunities
b. Support senior investment professionals in diligence documentation
c. Attend investment committee meetings and own documentation of commitments and approvals
d. Opportunity to increasingly lead aspects of investment diligence, including creation/drafting of investment memos and quantitative analysis
3. Performance reporting and portfolio monitoring
a. Complete post-closing documentation for new investments
b. Monitor investments on a regular basis, capturing relevant data
c. Track capital call and distribution activity and forecasts
d. Monitor investment performance and track AGM and LPAC participation
4. Marketing and client service support
a. Support marketing and other various requests from existing and prospective
investors
b. Support client service in development of existing and prospective investor communications
5. Organization
a. Support special project work as needed
b. Collaborate with other Apogem investment teams to develop best practices and share diligence findings
c. Integrate AI into workflows
Candidate Profile
1. Four-year college degree; preference for majors in finance, economics, business, or accounting
2. 1+ year of full-time experience in investment banking, investment management, or a similar industry role
3. Demonstrated interest in and intellectual curiosity about the investment management
industry
4. Strong work ethic
5. Mastery of Excel, PowerPoint, and AI tools
6. Ability to gather, organize, and analyze data effectively
7. Attention to detail
8. Strong written and oral communication skills
9. Demonstrated resourcefulness and ability to take initiative
10. Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task
11. Ability to work in a team-oriented culture and maintain open communication with team members
Pay Transparency
Salary range: 80,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: No
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.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
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. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
All Candidates Please Click Here
Job Requisition ID: 94568
#BI-Hybrid
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