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 $40 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.
Role Overview: The Investor Relations (IR) team is responsible for serving the needs of the existing and prospective client base of Apogem Capital. The IR team member is responsible for the creation, update, and distribution of marketing and investment reporting materials relating to the firm and the firm's investment capabilities. The IR team member will act as a product specialist with an initial focus on private credit, and then may rotate coverage responsibility for one or two other investment capabilities. The IR team member is also responsible for responding to inbound custom requests from clients, as well as sales and investment professionals. The Associate role is responsible for executing on an increasing number of tasks with a high level of responsiveness, timeliness, and accuracy. The IR Associate will learn through shadowing other team members, taking initiative, and proactively taking on more challenging work.
What You'll Do:
- Quickly and accurately respond to requests from external constituents including clients, consultants, placement agents, and prospective clients requiring data-related information and written material on the firm and its investment products with a focus on private credit capabilities
- Update and maintain repository of presentations, data, charts, graphics, and written responses to be used for various marketing needs
- Update all quarterly marketing materials and investor presentations
- Prepare custom presentations for client update meetings, annual general meeting, advisory committee meetings, etc
- Ensure the firm's data room for prospective investors is populated and remains up to date
- Complete RFPs and RFIs for clients and prospects, using existing materials, synthesizing knowledge of the firm, its strategies, and competitive positioning with information about private markets trends to create a compelling submission
- Work within CRM system to maintain and improve client data and information.
- Track client deliverables and other projects through workflow monitoring system
- Update online consultant and third-party databases and Apogem data room for prospective investors with firm and investment information
- Provide support for various special projects
- Work effectively with other teams including sales team, investment team, business intelligence and data team, operations, compliance, and legal
What You'll Bring:
- Four-year college degree in Finance or related field
- Two to three years' experience preferably within the investment industry
- Robust analytical, problem-solving, and organizational skills
- Excellent written and verbal communication skills
- Ability to multi-task and proactively manage time and workload efficiently
- Strong work ethic and attention to detail
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
Preferred Skills:
- Solid understanding of investment management and private markets
- Strong marketing intelligence
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Pay Transparency
Salary range:$95,000 - $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 Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
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.
All Candidates Please Click Here
Job Requisition ID:90801
