Analyst, Private Equity, Primaries

Location Designation:Hybrid - 3 days per week

Apogem Capital is a leading alternatives investor, with decades of experience investing in North American middle and lower middle market private equity and private credit. The company has approximately $41 billion in assets under management. Apogem offers a full range of capital capabilities that deliver innovative solutions to private equity sponsors and portfolio companies and generates access to highly sought-after investment opportunities for our clients. At Apogem Capital, we seek to attract and retain the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive compensation and benefits.

Role Overview:

The Analyst will work in the alternative investment management industry at a high-quality, growing firm and will gain exposure to the private equity asset class. The Analyst will support the Primaries private equity team in the sourcing, evaluation, and monitoring of fund commitments. 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.

What You'll Do:

Sourcing and investment screening

* Review industry news daily and enter new funds into proprietary database

* Own database management, including generation of primary team's pipeline and forward calendar

* Perform industry and strategy market mapping

* Attend prospective manager meetings and calls and generate meeting notes and quick screen evaluations

* Present manager evaluation findings in weekly team meetings

Diligence support

* Support deal team in assessment of investment opportunities

* Support senior investment professionals in diligence documentation

* Attend investment committee meetings and own documentation of commitments and approvals

Performance reporting and portfolio monitoring

* Complete post-closing documentation for new investments

* Review underlying fund managers' portfolio companies on a quarterly basis, capturing relevant portfolio data

* Track capital call and distribution activity at the underlying manager on a weekly basis

* Monitor investment performance and track AGM and LPAC participation

Marketing and client service support

* Support marketing and other various requests from existing and prospective investors

* Support client service in development of existing and prospective investor communications

Organization

* Support special project work as needed

What You'll Bring:

* Four-year college degree; preference for majors in finance, business, economics, or accounting (Graduating December-2025 or May-2026)

* Demonstrated interest in and intellectual curiosity about the investment management industry

* Strong work ethic

* Mastery of Excel and PowerPoint

* Ability to gather, organize, and analyze data effectively

* Attention to detail

* Strong written and oral communication skills

* Demonstrated resourcefulness and ability to take initiative

* Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task

* Ability to work in a team-oriented culture and maintain open communication with team members

Pay Transparency

Salary range:$75,000 - $80,000

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.

Contact Information:

Qualified and interested candidates can reach out to recruiting@apogemcapital.com if you have any questions.

Job Requisition ID:92425

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