Vice President | Private Equity, GP Stakes

Posted An Hour Ago
Be an Early Applicant
Chicago, IL, USA
Hybrid
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Powered by purpose. Driven by people. Built to evolve.
The Role
Lead investor relations and capital formation for a private equity GP stakes strategy. Produce investor materials, manage prospect pipelines, coordinate fundraising activities, advise partner GPs, and support LP communications. Contribute to portfolio monitoring, valuation, financial diligence, reporting, capital planning, and transaction analysis. Build relationships with institutional investors, partner GPs, placement agents, and internal distribution and marketing teams.
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.
About RidgeLake Partners
RidgeLake Partners (RidgeLake) is the middle-market GP stakes investment strategy within Apogem Capital. With offices in New York, Chicago and Richmond, Apogem Capital - together with RidgeLake - brings decades of middle-market investing experience, and approximately $40 billion in assets under management. RidgeLake seeks to partner with what we believe are leading middle-market private capital firms, combining deep industry experience with strategic capital to drive sustainable growth.
The Opportunity
The Vice President will support the PE GP Stakes strategy primarily across investor relations and capital formation, with meaningful additional responsibility for portfolio monitoring, valuation, and reporting. The role suits a commercial, analytically strong professional who can produce polished investor-facing materials, manage cross-functional processes, and communicate effectively with internal teams, partner GPs, LPs, placement agents, and other external stakeholders.
What Success Looks Like in Year One
• Own the day-to-day production of investor materials (DDQs, data requests, fact sheets, updates) with minimal senior oversight.
• Build a working command of the GP Stakes portfolio - valuation drivers, KPIs, and fund-level performance - sufficient to support IC discussions and monitoring reviews.
• Establish trusted working relationships with Apogem IR/Distribution/Marketing teams and partner GP teams.
Key Responsibilities
Investor Relations, Marketing & Capital Formation (Core - primary focus)
• Prepare investor-facing materials, DDQs, data requests, fundraising updates, strategy updates, pitch decks, fact sheets, case studies, and market commentary.
• Partner with Apogem Investor Relations, Distribution, Marketing, and placement agent teams to deliver consistent messaging and timely follow-up.
• Build and maintain a global prospect pipeline, including relationship mapping, CRM management, investor segmentation, and outreach tracking.
• Coordinate investor meetings, annual meetings, conferences, webinars, roadshows, briefing materials, follow-ups, and virtual data room workflows.
• Represent RidgeLake and Apogem at industry conferencesand other external gatherings, building visibility and relationships within the GP stakes and private markets community.
GP Services & Partner GP Support (Core - primary focus)
• Advise partner GPs on investor relations, marketing, fundraising strategy, investor targeting, LP segmentation, and capital formation readiness.
• Help strengthen GP infrastructure, including CRM systems, diligence processes, reporting, data rooms, and LP communications.
• Develop playbooks, templates, benchmarks, and best practices to enhance capital formation and investor engagement across the GP portfolio.
• Facilitate strategic introductions between partner GPs and prospective LPs and track fundraising progress and feedback.
Portfolio Reporting, Valuation & Investment Monitoring (Secondary - analytical support)
• Help coordinate quarterly investor letters and portfolio commentary, including numbers, narrative, and process management.
• Maintain portfolio KPIs, dashboards, and GP data collection processes.
• Assist with periodic platform, fund, and asset-level reviews, including performance, fundraising, and strategic initiatives.
• Support financial diligence of partner firms, including reporting accuracy, distributions, and contract compliance.
• Monitor public comparables, private transaction activity, IPO markets, cost of capital, and other valuation inputs.
• Contribute to capital planning, portfolio construction, cash flow forecasting, GP commitments, leverage limits, and exposure analysis.
Transactions & Infrastructure (Secondary - as needed)
• Assist with initial and exit transaction materials, IC analysis, financial diligence, projections, KPIs, and GP-facing pitch materials.
• Participate in select manager diligence meetings and support sourcing through targeted introductions.
• Support reporting, systems, process buildout, benchmarking, back-office infrastructure, and other GP Stakes platform priorities as needed.
Candidate Profile
Required
• 7 to 12 years of experience in investor relations, fundraising, capital formation, placement agent work, or private markets advisory - gained at a private equity firm, GP stakes investor, placement agent, fund-of-funds, or asset management IR team.
• Excellent written and verbal communication skills, with demonstrated ability to develop compelling, polished investor-facing materials.
• Direct experience with fundraising, investor diligence, DDQs, data rooms, LP communications, and investor meetings.
• Commercial mindset with the ability to build relationships and work effectively across investment teams, LPs, consultants, placement agents, and GP management teams.
• Working understanding of GP business models, asset management economics, fundraising cycles, and institutional investor decision-making.
Preferred (a plus, not required)
• Prior exposure to valuation, financial diligence, or IC-level analysis (e.g., from a PE associate/VP, credit, or fund monitoring background).
• Familiarity with GP stakes or minority-investing structures specifically.
• Experience with portfolio monitoring tools, CRM platforms, or data room administration.
Practical Details
• Reports to the Managing Director on the PE GP Stakes team; works in close daily coordination with Apogem's central IR, Distribution, and Marketing functions.
• Some travel expected for investor meetings, conferences, and roadshows (estimated 10-20%).
• Hybrid/in-office expectations align with Apogem's standard policy for the Chicago or New York office.
Pay Transparency
Salary range:
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: 94708
#BI-Hybrid

Skills Required

  • 7 to 12 years of experience in investor relations, fundraising, capital formation, placement agent work, or private markets advisory within private equity, GP stakes, placement agency, fund-of-funds, or asset management environments
  • Excellent written and verbal communication skills, including the ability to create polished investor-facing materials
  • Direct experience with fundraising, investor diligence, DDQs, data rooms, LP communications, and investor meetings
  • Commercial mindset and ability to build relationships across investment teams, LPs, consultants, placement agents, and GP management teams
  • Working understanding of GP business models, asset management economics, fundraising cycles, and institutional investor decision-making
  • Exposure to valuation, financial diligence, or investment committee-level analysis
  • Familiarity with GP stakes or minority-investing structures
  • Experience with portfolio monitoring tools, CRM platforms, or data room administration

What the Team is Saying

Tyrone
Emma
Deepa
Patricia
Joel
Nishit

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
12,000 Employees
Year Founded: 1845

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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

New York Life Insurance Company Teams

Team
Internships and Early Career Programs
About our Teams

New York Life Insurance Company Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
Company Office Image
HQNew York, NY
Company Office Image
Jersey City, NJ
Philadelphia, PA
Company Office Image
Tampa, FL
Company Office Image
White Plains, NY
Learn more

Similar Jobs

New York Life Insurance Company Logo New York Life Insurance Company

2027 Apogem Capital Summer Internship - Tax

Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Hybrid
Chicago, IL, USA
12000 Employees
30-30 Hourly

New York Life Insurance Company Logo New York Life Insurance Company

2027 Group Benefit Solutions (GBS) Sales Summer Internship Program (Chicago, IL)

Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Hybrid
Chicago, IL, USA
12000 Employees
25-25 Hourly

New York Life Insurance Company Logo New York Life Insurance Company

Associate, Private Credit Underwriter

Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Hybrid
Chicago, IL, USA
12000 Employees
125K-125K Annually

New York Life Insurance Company Logo New York Life Insurance Company

Senior Account Executive

Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Hybrid
Chicago, IL, USA
12000 Employees
140K-160K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account