Job Description

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.

Apogem Capital is seeking a Business Intelligence, Assistant Vice President to work at a high quality, growing alternative investment management firm in the business intelligence group. This role is focused on project management, maintaining portfolio reporting, providing analytical support for the firm’s investment capabilities, and advancing the group’s analytical capabilities. This role offers the opportunity to interact with senior professionals across the firm and the potential to develop into a more senior position.

What You’ll Do:

Project Management - Ability to manage multiple complex projects leveraging resources across various groups.

Process Development and automation enhancements - Work closely with various groups across organization to re-design processes and create automation to enhance scalability of functional areas.

Performance Reporting and Portfolio Monitoring -

• Work collaboratively with investment teams to manage quarterly performance analysis and reporting.
• Work collaboratively with investment teams to manage quarterly collection and updating of portfolio company data.
• Respond to internal ad hoc performance needs.

Analysis -

• Perform and assist with ad hoc analysis and modeling of the firm’s investment portfolios.
• Assist in completing monthly/quarterly requests of the firm’s private credit investors.

Data Management -

• Own data collection and entry of underlying investment portfolio information.
• Help maintain the integrity of the firm’s information through development and monitoring of data governance rules.
• Contribute to expanding the firm’s data tracking and analysis capabilities.

Organization - Develop a strong base of knowledge across all Apogem’s investment strategies.

What You’ll Bring:

• Four-year college degree in a quantitative, finance, or analytics area
• Five to seven years’ experience working in a data, quantitative or operations role
• Experience in Private Credit, Private Equity or other Alternative Investment strategies
• Experience within structured and unstructured data environments
• High proficiency with Microsoft Excel
• Experience with Portfolio Monitoring systems, General Ledgers, visualization tools and CRMs
• Ability to communicate data-driven insights in a concise and accurate manner
• Demonstrated resourcefulness and initiative with an entrepreneurial mindset
• Strong problem-solving and organizational skills; must be able to prioritize tasks
• Ability to work in a very team-oriented culture and maintain a high-level of communication with team members to coordinate tasks

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Pay Transparency

Salary range: $140,000 - $170,000 

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 .

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 the  . 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 page of .

Job Requisition ID: 90906

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