Company name: Apogem Capital
Location Designation:Hybrid - 3 days per week
At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity.
Apogem Capital, leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.
At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.
If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visit Apogem Capital.
The Secondaries team is hiring an associate to support every aspect of our work including sourcing, due diligence, investment execution, and management of existing portfolios. This role will interact closely with and report directly to senior leaders of the team. This individual will play important roles on deal teams and have hands-on exposure to investment activities across multiple transaction types.
What You'll Do:
- Support the senior investment team in sourcing opportunities and the evaluation and execution of secondary private equity transactions
- Conduct due diligence as part of the underwriting process for potential investments, including industry/sector research, operating analysis, sponsor track record analysis, ESG review, and other qualitative and quantitative analyses
- Build detailed financial and operational models
- Review and analyze marketing materials of potential investments
- Manage investment opportunity pipeline and coordinate screening efforts
- Prepare internal communications and presentations, including intake / screening memos, investment committee materials, and other deliverables
- Partner with team members on the execution and maintenance of key operational initiatives and marketing efforts
- Support portfolio management workstreams including monitoring investment performance, managing internal database systems, and other processes used for tracking KPIs, reporting, data management, etc.
- Work directly with senior leadership team and other key personnel across the organization
What You'll Bring:
- Bachelor's degree in finance, business, accounting, economics, or engineering with a competitive GPA
- 2-5 years of experience in private equity, investment banking, secondaries, corporate finance / restructuring, valuation, or transaction advisory services, preferably with M&A experience
- Strong financial modeling, accounting, and analytical skills with direct work-related experience
- High proficiency in Microsoft Excel, Word, and PowerPoint
- Strong work ethic, problem-solving and organizational skills, and attention to detail
- Demonstrated ability to work in a fast-paced environment; must be able to multi-task and manage multiple priorities
- High personal integrity
- Strong verbal and written communication skills
- Commitment to continued professional development and "on-the-job" learning
- Ability and willingness to work in a team-oriented culture
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Pay Transparency
Salary range:85,000 - 115,000
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 here to 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 theFoundation.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.
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Job Requisition ID:91880