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The Role
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.
Summary Generated by Built In
Company name: Apogem Capital
Location Designation: Hybrid - 4 days per week
About Apogem Capital
Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.
Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.
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 and quantitative analysis
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 and share diligence findings
c. Integrate AI into workflows
Candidate Profile
1. Four-year college degree; preference for majors in finance, economics, business, or accounting
2. 1+ year of full-time experience in investment banking, investment management, or a similar industry role
3. Demonstrated interest in and intellectual curiosity about the investment management
industry
4. Strong work ethic
5. Mastery of Excel, PowerPoint, and AI tools
6. Ability to gather, organize, and analyze data effectively
7. Attention to detail
8. Strong written and oral communication skills
9. Demonstrated resourcefulness and ability to take initiative
10. Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task
11. Ability to work in a team-oriented culture and maintain open communication with team members
Pay Transparency
Salary range: 80,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
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
About Apogem Capital
Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.
Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.
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 and quantitative analysis
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 and share diligence findings
c. Integrate AI into workflows
Candidate Profile
1. Four-year college degree; preference for majors in finance, economics, business, or accounting
2. 1+ year of full-time experience in investment banking, investment management, or a similar industry role
3. Demonstrated interest in and intellectual curiosity about the investment management
industry
4. Strong work ethic
5. Mastery of Excel, PowerPoint, and AI tools
6. Ability to gather, organize, and analyze data effectively
7. Attention to detail
8. Strong written and oral communication skills
9. Demonstrated resourcefulness and ability to take initiative
10. Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task
11. Ability to work in a team-oriented culture and maintain open communication with team members
Pay Transparency
Salary range: 80,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
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
Skills Required
- Four-year college degree
- Preferred majors: finance, economics, business, or accounting
- 1+ year of full-time experience in investment banking, investment management, or similar
- Demonstrated interest in and intellectual curiosity about the investment management industry
- Strong work ethic
- Mastery of Excel, PowerPoint, and AI tools
- 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; ability to prioritize and multi-task
- Ability to work in a team-oriented culture and maintain open communication
What the Team is Saying
Tyrone
Corporate Vice President, Employee Experience
Emma
Director, Tech, Data, AI, Ventures (TDAV)
Deepa
Chief Information Officer
Patricia
Corporate Vice President, Enterprise Technology Services
Joel
Senior Vice President, Founder & Head of New York Life Ventures
Nishit
Corporate Vice President, AI & Data Architect
New York Life Insurance Company Compensation & Benefits Highlights
-
Retirement Support — The 401(k) with company match alongside a defined‑benefit pension for many employees—often with immediate vesting on 401(k) contributions—provides uncommon long‑term security. Company materials emphasize this dual‑track retirement offering for corporate roles.
-
Parental & Family Support — Paid New Parent leave was doubled to eight weeks for all parents and is complemented by adoption assistance, fertility benefits, and subsidized backup childcare. Eldercare resources and return‑to‑work programs further bolster support across life stages.
-
Healthcare Strength — Medical, dental, and vision coverage options are paired with mental‑health/EAP resources and, in some plans, a company‑funded HRA. Wellness amenities such as a home‑office Wellness Center and gym discounts round out the health offering.
New York Life Insurance Company Insights
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The Company
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
