Vice President | Investor Relations Direct Lending

Role Overview

The Business Development / Investor Relations (BD/IR) team is responsible for serving the needs of ApogemCapitals existing and prospective client base. The Vice President will play an important role in the firmsPrivate Credit activities working closely with investment professionals and other members of the IR team aswell as colleagues across sales operations business intelligence and other functions to support fundraisinginvestor relations and product-related initiatives.

What Youll Do

Fundraising Management

Manage multiple fundraising processes including pipeline activity investor diligence key follow-upsand new client onboarding while identifying bottlenecks and keeping key deliverables on track

Work closely with other members of the BD/IR team and colleagues across investment sales legalcompliance and other functions to coordinate diligence and address fund terms marketingrestrictions and other fundraising requirements

Workstream Support

Review key team deliverables for accuracy consistency and clarity providing constructive feedbackand guidance where appropriate

Help prioritize and coordinate workstreams follow up on open items and support timely high-qualityexecution across the team

Fundraising Materials

Develop and refine presentations DDQs RFPs case studies data room materials investor responsesand other fundraising content

Translate investment concepts portfolio developments performance and market dynamics into clearand compelling investor-facing messaging

Investor Support

Participate in client and consultant meetings diligence sessions and other investor interactionssupporting senior relationship owners as appropriate

Respond to investor requests coordinate follow-up and maintain relevant client and prospect activitywithin the CRM

Market Intelligence

Analyze investment portfolio performance and fundraising data and monitor competitor activity investor sentiment and broader market trends Use market and investor insights to support product strategy positioning fundraising efforts and new product initiatives Build deep knowledge of Apogems Private Credit strategies while developing familiarity with the firms broader private markets platform

What Youll Bring

Six to nine years of progressive experience in investor relations fundraising/capital formation productmanagement client service or a related role within alternative asset management investmentbanking a placement agent or another relevant financial institution

Demonstrated experience supporting fundraising and institutional investor diligence with a strongunderstanding of fundamental investment concepts and the ability to translate complex investmenttopics into clear compelling messaging

Strong analytical project management and organizational skills with sound judgment and the abilityto manage multiple priorities and deadlines

Professional presence and confidence interacting with clients consultants investment professionalsand other senior stakeholders

Ability to review team deliverables provide constructive guidance and maintain high standards forquality and accuracy

Advanced proficiency in PowerPoint Excel and Word along with experience working with CRMsystems

Collaborative approach with a high level of integrity accountability and attention to detail

FINRA SIE Series 7 and Series 63 qualifications preferred at hire; candidates who have not completedthem should be prepared to do so within six months of joining

Preferred Qualifications

Direct experience within private credit (e.g. manager placement agent) including familiarity withdirect lending strategies portfolio performance competitive positioning and market dynamics

Experience reviewing financial analyses performance calculations and supporting models used ininvestor-facing materials