Vice President | Investor Relations & Portfolio Monitoring, PE GP Stakes

Job DescriptionRequisition ID94708DepartmentApogem CapitalJob FunctionApogem CapitalLocationChicago,Illinois,United StatesRole Location DesignationHybrid - 4 days per weekLocation Designation: Hybrid - 4 days per week. The role can be based in NYC or Chicago.About Apogem CapitalApogem 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 PartnersRidgeLake 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 OpportunityThe 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 ResponsibilitiesInvestor 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 ProfileRequired• 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 TransparencySalary range:Overtime eligible: ExemptDiscretionary bonus eligible: YesSales bonus eligible: NoActual 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 BenefitsWe 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 to discover more about our comprehensive benefit options or visit our NYL Benefits Site.Our Commitment to InclusionAt 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 Candidates Please Click HereJob Requisition ID: 94708Read More #J-18808-Ljbffr New-York-Life