Associate, Investor Relations

Apogem Capital Investor Relations Team Member

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 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 product specialist with an initial focus on one or two private equity capabilities and then may rotate coverage responsibility. The IR team member is also responsible for responding to inbound custom requests from clients, as well as sales and investment professionals. This individual will be responsible for executing on an increasing number of tasks with a high level of responsiveness, timeliness, and accuracy. The IR employee will learn through shadowing other team members, taking initiative, and proactively taking on more challenging work.

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
• Update and maintain repository of presentations, data, charts, graphics, and written responses to be used for various marketing needs
• Update 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 RFPs and RFIs for clients and prospects, using existing materials, 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.
• Track client deliverables and other projects through workflow monitoring 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
• 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
• One to four years' experience preferably within the investment industry
• 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 investment management and private markets
• Strong marketing intelligence

Job Requisition ID: 94345