Senior Associate, PE SMA Portfolio Analytics

Associate / Senior Associate

Company name: 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.

The Opportunity:

Apogem Capital is seeking an Associate / Senior Associate to support the continued growth of its private equity Separately Managed Accounts (SMAs) platform. This role will focus on delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting reporting, monitoring, and operational excellence across SMA mandates.

The position sits at the intersection of investments, portfolio management, and data, working closely with the Investment, Client Service, and Operations teams, as well as external managers and service providers. This is a high-impact role with significant visibility across the firm's investment and client-facing functions. The position offers the opportunity to shape portfolio analytics capabilities, influence portfolio construction, and help scale a growing SMA platform.

What You'll Do:

• Develop and deliver analytics to support portfolio construction decisions, including investment pacing, position sizing, industry sector exposure, and risk management/stress testing
• Build and maintain cash flow and NAV forecasting models to support SMA planning and liquidity management, including predictive analytics around capital contribution and distribution modeling tracked at the underlying investment level
• Monitor deployment pacing across SMA portfolios to ensure adherence to investment guidelines (strategy, geography, sector, concentration limits, etc.)
• Perform benchmarking and performance attribution analysis across portfolios and underlying investments. Analyze portfolio trends, with consideration for both company-level performance and macroeconomic factors affecting the portfolio, and provide actionable insights to Portfolio Managers and Senior Leadership
• Develop and maintain analytical tools and models to evaluate historical performance and inform decision-making
• Oversee data integrity across portfolio metrics including performance, NAV, commitments, unfunded exposure, and cash flows
• Partner with Portfolio Managers and Client Service teams to support monthly, quarterly, and ad hoc client reporting and prospective SMA client materials and presentations
• Collaborate with Investment, Operations, and Data teams to gather inputs and improve analytical frameworks
• Lead initiatives to automate processes, enhance data infrastructure, and reduce manual workflows
• Support special projects aimed at scaling the SMA platform and improving operational efficiency

What You'll Bring:

• 24+ years of experience in private equity, asset management, fund administration, or accounting with exposure to private markets
• Strong analytical and quantitative skill set with experience in portfolio analytics, modeling, and performance analysis
• Advanced proficiency in Excel; strong PowerPoint skills required
• Experience with data systems or database management preferred
• Familiarity with private markets technology (e.g., DealCloud, iLevel)
• Demonstrated ability to manage multiple priorities and work both independently and collaboratively
• High attention to detail with a proactive, problem-solving mindset
• Interest in leveraging technology to improve processes and build scalable solutions
• Four-year college degree; preference for majors in finance, data analytics, economics, or accounting

Salary range: $125,000 - $150,000

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.

Job Requisition ID: 94212