Client Operations Associate

Company name: Apogem Capital

Location Designation:Hybrid - 3 days per week

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.

Job Title: Client Operations Associate

Location Designation: Hybrid - 3 days per week

At Apogem we stand at the forefront of New York Life Investment Managements mission to empower investorsand shape financial legacies. As the investment arm of the company we are dedicated to delivering exceptionalvalue 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 andapproximately $40 billion in assets under management. Offering a full range of capital solutions Apogem deliversinnovative strategies to private equity sponsors and portfolio companies while providing our clients with access tohighly sought-after opportunities.

At Apogem Humanity is our competitive edge and we tirelessly work to protect it. Within our culture of careemployees are not just seen but truly heard. We are deeply committed to building and maintaining a diverseworkforce 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 excitingwork environment where your talents are valued and your contributions have a lasting impact. With offices inNew York Chicago and Richmond we provide opportunities for career development and growth competitivebenefits and a collaborative culture that attracts and retains the best talent. Bring your passion for investingclient service or operations to grow with Apogem. To learn more please visit Apogem Capital.

The Opportunity:
The Associates primary responsibility will be to respond quickly and accurately to all inquiries from both internaland external clients. This position must work closely with individuals across the organization and process clienttransactions correctly and within tight time constraints.
What Youll Do:
-Communicate directly with clients regarding their accounts and questions they may have by providing timelyand accurate responses.
-Work with incoming clients to process legal and compliance documentation in line with industry regulationsunder time sensitive constraints.
-Enter all client data and updates to internal systems (CRM and client portals) quickly and accurately so the firm is using the most up to date information.
-Assist in sending regular/standardized outbound emails to investors out of email system using templates (LPinvitations closing notifications fundraising updates etc.)
What Youll Bring:
-4-year undergraduate degree preferred
-Minimum 3 years of experience in client/customer response role required
-Strong Excel Word Power Point and demonstrated data management skills
-Strong work ethic
-Ability to multi-task
-Has experience with new procedures and system implementation
-Ability to work within a team
-Exceptional organizational skills and attention to detail
-Strong verbal and written communication skills
-Prior alternative investment experience preferred but not required
#LI-AM1
#Richmond
#Hybrid

Pay Transparency
Salary range: $70000 - $80000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individuals experience skillsqualifications and job addition to base salary employees may also be eligible to participate in anincentive program.
Our Benefits
We provide a full package of benefits for employees and have unique offerings for a modern workforceincluding leave programs adoption assistance and student loan repayment programs. Based on feedback fromour employees we continue to refine and add benefits to our offering so that you can flourish both inside andoutside of work. Click here to discover more about our comprehensive benefit options or visit our NYL BenefitsSite.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success ofpeople in every community. This is why diversity equity and inclusion (DEI) are guiding principles that areembedded in our brand and our culture. Click here to learn more about how we have been recognized for as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving localcommunities through a culture of employee giving and volunteerism supported by the Foundation. 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: 91187

Pay Transparency

Salary range:

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 .

All Candidates Please Click Here

Job Requisition ID:94997