Associate, Investor Relations

Company name:Apogem Capital

Alternate locations:Richmond VA (Virginia)

About 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.

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. 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 firms investment capabilities. The IR team member will act as a product specialist with a focus on the Firms direct lending strategy. 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 Youll 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
• Develop and refine client-ready PowerPoint presentations including both building materials from scratch and enhancing existing content with clear high-quality visuals
• Update and maintain repository of charts data graphics and written responses to be used for various marketing needs
• Update quarterly marketing materials and investor presentations
• Prepare custom presentations for client update meetings annual general meeting advisory committee meetings etc.
• Ensure the firms 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
• Use AI tools to enhance efficiency and quality in presentation development data analysis and written responses
• Work effectively with other teams including sales team investment team business intelligence and data team operations compliance and legal

What Youll 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
• Comfort using AI tools to improve productivity streamline workflows and enhance output quality
• Advanced PowerPoint skills including the ability to build polished client-ready presentations and visuals from scratch; proficiency in Word and Excel

Preferred Skills

• Solid understanding of investment management and private markets
• Understanding of private credit and direct lending including key structures participants and market trends
• Strong marketing intelligence

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Pay Transparency

Salary range:$100000 - $115000

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 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 ofFortunes 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 .

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Job Requisition ID:93704