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
With offices in New York, Chicago, Austin, and Richmond, 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. At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits.
The Opportunity:
The Analyst will work in the alternative investment management industry at a high-quality, growing firm and will gain exposure to private real assets. The Analyst will support the real assets team in the sourcing, evaluation, and monitoring of investments.
Apogem's dedicated private real assets team has raised and deployed three funds, representing over $1 billion of capital, since launching in late 2014. The team is actively investing out of its fourth fund and is based in Austin, Texas, a market at the center of the convergence of energy and technology.
The strategy is highly opportunistic and value-oriented, with a focus on direct equity co-investments as well as selective secondary opportunities. It seeks to provide sector diversification through investments in energy, infrastructure, agriculture, mining, and related services.
The mandate seeks to generate high absolute returns, targeting a 2.0x MOIC and 20% IRR, along with significant yield.
The Analyst will have the opportunity to interact with all levels of equity and credit investment professionals and members of Apogem Capital's Senior Leadership Team. Apogem is a diverse, inclusive, and collaborative environment with people who are committed to helping develop the Analyst's skills and experience in private equity.
Key Areas of Responsibility
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, quantitative analysis, etc.
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, share diligence findings, etc.
c. Integrate AI into workflows
Pay Transparency
Salary range: $80,000-$100,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
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
With offices in New York, Chicago, Austin, and Richmond, 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. At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits.
The Opportunity:
The Analyst will work in the alternative investment management industry at a high-quality, growing firm and will gain exposure to private real assets. The Analyst will support the real assets team in the sourcing, evaluation, and monitoring of investments.
Apogem's dedicated private real assets team has raised and deployed three funds, representing over $1 billion of capital, since launching in late 2014. The team is actively investing out of its fourth fund and is based in Austin, Texas, a market at the center of the convergence of energy and technology.
The strategy is highly opportunistic and value-oriented, with a focus on direct equity co-investments as well as selective secondary opportunities. It seeks to provide sector diversification through investments in energy, infrastructure, agriculture, mining, and related services.
The mandate seeks to generate high absolute returns, targeting a 2.0x MOIC and 20% IRR, along with significant yield.
The Analyst will have the opportunity to interact with all levels of equity and credit investment professionals and members of Apogem Capital's Senior Leadership Team. Apogem is a diverse, inclusive, and collaborative environment with people who are committed to helping develop the Analyst's skills and experience in private equity.
Key Areas of Responsibility
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, quantitative analysis, etc.
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, share diligence findings, etc.
c. Integrate AI into workflows
Pay Transparency
Salary range: $80,000-$100,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
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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