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New York Life Insurance Company Private Equity Analyst in Richmond, Virginia

Company name: Apogem Capital

Location Designation: [[cust_rolelocationdesignation]]

At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity.

Apogem Capital, leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.

At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.

If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visitApogem Capital. (https://apogemcapital.com/)

Role Overview :

Starting in Summer 2025, 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 private equity team in the sourcing, evaluation, and monitoring of fund commitments and select co-investments. 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 and co-investment meetings and calls and generate meeting notes and quick screen evaluations

  • Present quick screen evaluation findings in weekly team meetings

  • Diligence support

  • Support deal team in initial 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 :

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

  • Strong work ethic

  • High level of initiative and accountability

  • Demonstrated resourcefulness and ability to take initiative

  • Attention to detail

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

Required Skills :

  • Four-year college degree; preference for majors in finance, economics, or accounting

Preferred Skills:

  • Mastery of Excel and PowerPoint

  • Ability to gather, organize, and analyze data effectively

  • Strong written and oral communication skills

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

  • Experience with computer science and data analytics is a plus

Pay Transparency

Salary range: [[cust_salaryRangePosting]]

Overtime eligible: [[customString6]]

Discretionary bonus eligible: [[cust_merit]]

Sales bonus eligible: [[stockPackage]]

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 (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF_APOGEM_FINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site (https://nylbenefits.com/) .

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.Click here (https://www.newyorklife.com/newsroom/diversity-and-inclusion-awards) to learn more about how we have been recognized for our leadership.

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 (http://www.newyorklife.com/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 theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .

All Candidates Please Click Here (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/Apogem%20Job%20Posting%20Disclosures%20LA%20ordinance%20plus%20San%20Francisco%20and%20Colorado.pdf)

Job Requisition ID: [[id]]

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