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The Role
The Vice President will support private credit fundraising and investor relations by managing fundraising processes, coordinating diligence and onboarding, developing investor-facing materials, supporting client meetings, maintaining CRM activity, and analyzing market and portfolio data. The role partners across investment, sales, legal, compliance, and operations teams while helping prioritize workstreams and ensuring high-quality deliverables. Candidates need six to nine years of relevant financial services experience, strong analytical and communication skills, and proficiency in PowerPoint, Excel, Word, and CRM systems.
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.
Role Overview
The Business Development / Investor Relations (BD/IR) team is responsible for serving the needs of Apogem Capital's existing and prospective client base. The Vice President will play an important role in the firm's Private Credit activities, working closely with investment professionals and other members of the IR team, as well as colleagues across sales, operations, business intelligence, and other functions, to support fundraising, investor relations, and product-related initiatives.
What You'll Do
Fundraising Management
• Manage multiple fundraising processes, including pipeline activity, investor diligence, key follow-ups, and new client onboarding, while identifying bottlenecks and keeping key deliverables on track
• Work closely with other members of the BD/IR team and colleagues across investment, sales, legal, compliance, and other functions to coordinate diligence and address fund terms, marketing restrictions, and other fundraising requirements
Workstream Support
• Review key team deliverables for accuracy, consistency, and clarity, providing constructive feedback and guidance where appropriate
• Help prioritize and coordinate workstreams, follow up on open items, and support timely, high-quality execution across the team
Fundraising Materials
• Develop and refine presentations, DDQs, RFPs, case studies, data room materials, investor responses, and other fundraising content
• Translate investment concepts, portfolio developments, performance, and market dynamics into clear and compelling investor-facing messaging
Investor Support
• Participate in client and consultant meetings, diligence sessions, and other investor interactions, supporting senior relationship owners as appropriate
• Respond to investor requests, coordinate follow-up, and maintain relevant client and prospect activity within the CRM
Market Intelligence
• Analyze investment, portfolio, performance, and fundraising data, and monitor competitor activity, investor sentiment, and broader market trends • Use market and investor insights to support product strategy, positioning, fundraising efforts, and new product initiatives • Build deep knowledge of Apogem's Private Credit strategies while developing familiarity with the firm's broader private markets platform
What You'll Bring
• Six to nine years of progressive experience in investor relations, fundraising/capital formation, product management, client service, or a related role within alternative asset management, investment banking, a placement agent, or another relevant financial institution
• Demonstrated experience supporting fundraising and institutional investor diligence, with a strong understanding of fundamental investment concepts and the ability to translate complex investment topics into clear, compelling messaging
• Strong analytical, project management, and organizational skills, with sound judgment and the ability to manage multiple priorities and deadlines
• Professional presence and confidence interacting with clients, consultants, investment professionals, and other senior stakeholders
• Ability to review team deliverables, provide constructive guidance, and maintain high standards for quality and accuracy
• Advanced proficiency in PowerPoint, Excel, and Word, along with experience working with CRM systems
• Collaborative approach with a high level of integrity, accountability, and attention to detail
• FINRA SIE, Series 7, and Series 63 qualifications preferred at hire; candidates who have not completed them should be prepared to do so within six months of joining
Preferred Qualifications
• Direct experience within private credit (e.g., manager, placement agent), including familiarity with direct lending strategies, portfolio performance, competitive positioning, and market dynamics
• Experience reviewing financial analyses, performance calculations, and supporting models used in investor-facing materials
Pay Transparency
Salary range: $165,000-$175,000
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.
All Candidates Please Click Here
Job Requisition ID: 94846
#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.
Role Overview
The Business Development / Investor Relations (BD/IR) team is responsible for serving the needs of Apogem Capital's existing and prospective client base. The Vice President will play an important role in the firm's Private Credit activities, working closely with investment professionals and other members of the IR team, as well as colleagues across sales, operations, business intelligence, and other functions, to support fundraising, investor relations, and product-related initiatives.
What You'll Do
Fundraising Management
• Manage multiple fundraising processes, including pipeline activity, investor diligence, key follow-ups, and new client onboarding, while identifying bottlenecks and keeping key deliverables on track
• Work closely with other members of the BD/IR team and colleagues across investment, sales, legal, compliance, and other functions to coordinate diligence and address fund terms, marketing restrictions, and other fundraising requirements
Workstream Support
• Review key team deliverables for accuracy, consistency, and clarity, providing constructive feedback and guidance where appropriate
• Help prioritize and coordinate workstreams, follow up on open items, and support timely, high-quality execution across the team
Fundraising Materials
• Develop and refine presentations, DDQs, RFPs, case studies, data room materials, investor responses, and other fundraising content
• Translate investment concepts, portfolio developments, performance, and market dynamics into clear and compelling investor-facing messaging
Investor Support
• Participate in client and consultant meetings, diligence sessions, and other investor interactions, supporting senior relationship owners as appropriate
• Respond to investor requests, coordinate follow-up, and maintain relevant client and prospect activity within the CRM
Market Intelligence
• Analyze investment, portfolio, performance, and fundraising data, and monitor competitor activity, investor sentiment, and broader market trends • Use market and investor insights to support product strategy, positioning, fundraising efforts, and new product initiatives • Build deep knowledge of Apogem's Private Credit strategies while developing familiarity with the firm's broader private markets platform
What You'll Bring
• Six to nine years of progressive experience in investor relations, fundraising/capital formation, product management, client service, or a related role within alternative asset management, investment banking, a placement agent, or another relevant financial institution
• Demonstrated experience supporting fundraising and institutional investor diligence, with a strong understanding of fundamental investment concepts and the ability to translate complex investment topics into clear, compelling messaging
• Strong analytical, project management, and organizational skills, with sound judgment and the ability to manage multiple priorities and deadlines
• Professional presence and confidence interacting with clients, consultants, investment professionals, and other senior stakeholders
• Ability to review team deliverables, provide constructive guidance, and maintain high standards for quality and accuracy
• Advanced proficiency in PowerPoint, Excel, and Word, along with experience working with CRM systems
• Collaborative approach with a high level of integrity, accountability, and attention to detail
• FINRA SIE, Series 7, and Series 63 qualifications preferred at hire; candidates who have not completed them should be prepared to do so within six months of joining
Preferred Qualifications
• Direct experience within private credit (e.g., manager, placement agent), including familiarity with direct lending strategies, portfolio performance, competitive positioning, and market dynamics
• Experience reviewing financial analyses, performance calculations, and supporting models used in investor-facing materials
Pay Transparency
Salary range: $165,000-$175,000
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.
All Candidates Please Click Here
Job Requisition ID: 94846
#BI-Hybrid
Skills Required
- Six to nine years of progressive experience in investor relations, fundraising/capital formation, product management, client service, or a related role within alternative asset management, investment banking, a placement agent, or another relevant financial institution.
- Experience supporting fundraising and institutional investor diligence.
- Strong understanding of fundamental investment concepts and ability to translate complex investment topics into clear, compelling messaging.
- Strong analytical, project management, and organizational skills, with sound judgment and ability to manage multiple priorities and deadlines.
- Professional presence and confidence interacting with clients, consultants, investment professionals, and senior stakeholders.
- Ability to review team deliverables, provide constructive guidance, and maintain high standards for quality and accuracy.
- Advanced proficiency in PowerPoint, Excel, and Word, along with experience working with CRM systems.
- Collaborative approach with high integrity, accountability, and attention to detail.
- FINRA SIE, Series 7, and Series 63 qualifications.
- Direct experience within private credit, including familiarity with direct lending strategies, portfolio performance, competitive positioning, and market dynamics.
- Experience reviewing financial analyses, performance calculations, and supporting models used in investor-facing materials.
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
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Retirement Support — Corporate employees are offered a 401(k) with company match and, for many roles, a defined‑benefit pension, with both the employee contributions and company match vesting 100% from day one. Qualified financial professionals may also have access to a defined‑benefit plan, per plan documents.
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Parental & Family Support — Paid New Parent leave doubled to 8 weeks for all parents as of January 1, 2024, and birthing parents typically receive an additional 6 weeks of paid short‑term disability. The company also highlights fertility and adoption support, backup childcare, tutoring, and elder‑care resources.
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Healthcare Strength — Medical, dental, and vision coverage are paired with HRAs/FSAs, an Employee Assistance Program, wellness programs, and telemedicine. Work/life perks such as gym discounts or on‑site gyms further reinforce the health and wellbeing offering.
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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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About our Teams
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
