Associate, Investor Relations

Business Development / Investor Relations AssociateApogem 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.Role OverviewThe Business Development / Investor Relations (BD/IR) team is responsible for serving the needs of Apogem Capital's existing and prospective client base. The Associate will play an important role in the firm's Private Credit activities, working closely with investment professionals and other members of the BD/IR team, as well as colleagues across sales, operations, business intelligence, and other functions, to support fundraising, investor relations, and product-related initiatives.What You'll DoQuickly 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 capabilitiesDevelop and refine client-ready PowerPoint presentations, including both building materials from scratch and enhancing existing content with clear, high-quality visualsUpdate and maintain repository of charts, data, graphics, and written responses to be used for various marketing needsUpdate quarterly marketing materials and investor presentationsPrepare 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 dateComplete 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 submissionWork within CRM system to maintain and improve client data and information.Track client deliverables and other projects through workflow monitoring systemUpdate online consultant and third-party databases and Apogem data room for prospective investors with firm and investment informationProvide support for various special projectsUse AI tools to enhance efficiency and quality in presentation development, data analysis, and written responsesWork effectively with other teams including sales team, investment team, business intelligence and data team, operations, compliance, and legalWhat You'll BringFour-year college degree in related fieldOne to four years' experience preferably within the investment industryRobust analytical, problem-solving, and organizational skillsExcellent written and verbal communication skillsAbility to multi-task and proactively manage time and workload efficientlyStrong work ethic and attention to detailComfort using AI tools to improve productivity, streamline workflows, and enhance output qualityAdvanced PowerPoint skills, including the ability to build polished, client-ready presentations and visuals from scratch; proficiency in Word and ExcelPreferred SkillsSolid understanding of investment management and private marketsUnderstanding of private credit and direct lending, including key structures, participants, and market trendsStrong marketing intelligencePay TransparencySalary range: $90,000-$120,000Overtime 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.Our Commitment to Inclusion At 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.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.