Data Analytics, Sr. Associate (91951)
Data Analytics, Sr. Associate (91951)
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Job Description
Company name: Apogem Capital
Location Designation:Hybrid - 3 days per week
At Apogem we stand at the forefront of New York Life Investment Managements mission to empower investors and shape financial legacies. As the investment arm of the company we are dedicated to delivering exceptional value to our clients through a blend of expertise innovation and a profound commitment to humanity.
Apogem Capital leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions Apogem delivers innovative strategies to private equity sponsors and portfolio companies while providing our clients with access to highly sought-after opportunities.
At Apogem Humanity is our competitive edge and we tirelessly work to protect it. Within our culture of care employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.
If youre passionate about making a meaningful difference in the world of finance Apogem offers an exciting work environment where your talents are valued and your contributions have a lasting impact. With offices in New York Chicago and Richmond we provide opportunities for career development and growth competitive benefits and a collaborative culture that attracts and retains the best talent. Bring your passion for investing client service or operations to grow with Apogem. To learn more please visit Apogem Capital.
The Data Analytics Senior Associate will sit within Apogems Information Technology Data Analytics team and report to the Director of Data Analytics. This role is equal parts builder optimizer and steward of the firms CRM environment. The Senior Associate will contribute to the ongoing development and refinement of CRM infrastructure ensuring it is well-structured reliable and aligned with the needs of Investor Relations Business Development and Investment Teams. This individual will be responsible for maintaining high standards of data integrity optimizing reporting capabilities and supporting the delivery of accurate actionable insights to key stakeholders across the organization.
What Youll Do:
- Support CRM Development: Contribute to the design enhancement and governance of our CRM data structure to ensure it effectively supports the firms capital raising investor engagement and deal lifecycle management.
- Deliver Reporting & Insights: Develop and maintain accurate insightful dashboards and reports that support Investor Relations Business Development Investment Teams and firm leadership in making data-informed decisions.
- Support Deal and Pipeline Visibility: Partner with investment professionals to ensure that deal-related data is accurately captured and reflected in CRM systems enabling clear visibility into pipeline status transaction progress and strategic priorities.
- Ensure Data Quality & Consistency: Uphold rigorous data standards across all CRM-related workflows. Conduct regular audits implement validation controls and resolve discrepancies to maintain trust in reporting outputs.
- Enhance Operational Efficiency: Identify and implement improvements to streamline data management reduce manual processes and improve access to key information across teams.
- Act as a CRM Resource: Serve as a knowledgeable internal resource for CRM-related reporting analytics and system usage helping stakeholders translate business needs into reliable data-driven solutions.
What Youll Bring:
- Bachelors degree in a quantitative or business-related field such as Finance Economics Business Analytics Information Systems or a related discipline; advanced degree a plus
- 1 3 years of professional experience in a CRM data analytics or operations roleideally within financial services investment management or a similarly data-sensitive environment
- Familiarity with CRM platforms (e.g. DealCloud Salesforce Microsoft Dynamics or equivalent) with an understanding of how these systems support relationship management and business development
- Strong analytical skills and experience working with structured data; ability to draw insights from data and present findings clearly to non-technical audiences
- Meticulous attention to detail particularly around data quality reporting accuracy and documentation
- Effective communication and collaboration skills with a demonstrated ability to support cross-functional teams and senior stakeholders
- A proactive solutions-oriented mindset with a commitment to continuous improvement and operational excellence
Pay Transparency
Salary range:$125000 - $150000
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 individuals experience skills qualifications and job location. In addition to base salary employees may also be eligible to participate in an incentive program.
Our Benefits
We 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 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. Click here to learn more about New York Lifes leadership in this space.
Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by theFoundation.Were 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 .
All Candidates Please Click Here
Job Requisition ID:91951
Required Experience:
Senior IC
Employment Type
Full-Time
