at New York Life Insurance Company in Chicago, Illinois, United States
Job Description
Company Name: Apogem Capital
Location Designation:Hybrid - 3 days per week
Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $41 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. With offices in New York, Chicago, and Richmond, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Bring your passion for investing, client service, or operations to grow with Apogem.
Role Overview: The Investor Relations (IR) team is responsible for serving the needs of the existing and prospective client base of Apogem Capital. The IR team member is responsible for the creation, update, and distribution of marketing and investment reporting materials relating to the firm and the firm's investment capabilities. The IR team member will act as a client and product specialist with rotating coverage responsibility for one to two investment capabilities. The IR team member is also responsible for responding to inbound custom requests from clients, as well as sales and investment professionals. The Senior Associate role is responsible for these tasks, as well as reviewing work of Associate team members and providing training and guidance. The Senior Associate is also expected to enhance existing materials and create new, high-quality content where needed with some guidance from senior team members.
What You'll Do:
Quickly and accurately respond to requests from external constituents including clients, consultants, placement agents, and prospective clients requiring data-related information and written material on the firm and its investment products with a focus on private credit capabilities
Create, update, and enhance repository of presentations, data, charts, graphics, and written responses to be used for various marketing needs
Oversee and review the update of all quarterly marketing materials and investor presentations
Prepare custom presentations for client update meetings, annual general meeting, advisory committee meetings, etc
Ensure the firm's data room for prospective investors is populated and remains up to date
Complete and review RFPs and RFIs for clients and prospects, synthesizing knowledge of the firm, its strategies, and competitive positioning with information about private markets trends to create a compelling submission
Work within CRM system to maintain and improve client data and information. As needed, attend client and prospect meetings, take notes, and log interactions into CRM System.
Update online consultant and third-party databases and Apogem data room for prospective investors with firm and investment information
Provide support for various special projects and create new content for product launches or refreshes
Work effectively with other teams including sales team, investment team, business intelligence and data team, operations, compliance, and legal
What You'll Bring:
Four-year college degree in related field
Four to six years' experience preferably in a similar role within the private credit industry
Required Skills:
Robust analytical, problem-solving and organizational skills
Excellent written and verbal communication skills
Ability to multi-task and proactively manage time and workload efficiently
Strong work ethic and attention to detail
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
Preferred Skills:
Solid understanding of private credit investing - particularly direct lending
Strong marketing intelligence particularly related to private credit
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Salary range:
Overtime eligible:Exempt
Discretionary bonus eligible:Yes
Sales bonus eligible:No
Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
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 theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.
Job Requisition ID:90479
