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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.
We are seeking a finance professional to join our general partner accounting group / compensation planning and analysis team as a Senior Associate / Assistant Vice President in NY. You will work closely with a team of three others while reporting to a key contributor with extensive experience in technology and fund administration solutions. The role focuses on managing employee co-investment partnerships and carried interest structures, in concert with our 3rd party administrators, Apogem fund administrators, and technology team. This is onsite role offering a dynamic blend of strategic oversight of fund administrators and hands-on execution with high visibility to senior management and investment professionals. Apogem has several US offices and travel to another office may be needed periodically (up to four times a year).
What You'll Do:
- Primary accounting operations lead on a portfolio of GP entities related to employee co-investments and incentive fee programs with a focus on exceptional client experience
- Collaborate with a small, agile team to ensure accuracy and compliance with capital activity, capital statements, tax reporting, and investment reporting
- Utilize Apogem's technology stack of applications: FIS (DX and Private Capital Suite Live), Anduin, Snowflake, Deal Cloud, and iLevel. Incorporate advanced Excel and Access techniques to manage and streamline reporting and drive process improvements
- Partner with internal stakeholders to support investment structuring and performance tracking
- Contribute to Apogem's culture and building on our collaborative environment
What You'll Bring:
- Bachelor's degree required; an advanced certification or degree a plus (e.g., CPA)
- Two to five years of fund accounting experience within private equity on general partnership accounting
- Experience with FIS suite (PCS Live, Query Manager, and DX) and Excel, including macros and automation tools
- Working with or for a 3rd party fund administrator
- Strong analytical mindset and attention to detail; excellent communication and leadership skills
Preferred:
- CPA with experience with data migration and data integration projects
- Familiarity with AI tools: ChatGPT and Co-Pilot
- Familiarity with Anduin, Deal Cloud, iLevel, SharePoint, and Snowflake
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Pay Transparency
Salary range: $105,000 - $125,000
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 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.
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Job Requisition ID: 93871
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What the Team is Saying
New York Life Insurance Company Compensation & Benefits Highlights
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Retirement Support — The package includes a 401(k) with company match alongside a defined‑benefit pension for many eligible roles, with contributions and the match vested from day one. That increasingly rare combination strengthens long‑term financial security.
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Parental & Family Support — Paid New Parent leave was doubled to eight weeks for all parents, with birthing parents typically reaching up to about fourteen paid weeks when combined with short‑term disability. The offering also highlights fertility support, adoption assistance, and subsidized backup childcare.
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Healthcare Strength — Medical, dental, and vision coverage are paired with spending accounts, life and disability insurance, and an EAP, with some plans including a company‑funded HRA and wellness incentives. Additional resources such as virtual care and digital physical therapy are noted.
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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.
