Position Overview

Apollo’s Thematic Investing team is a new function that centralizes market and investment perspectives across the firm. It delivers insights on major investment themes to senior leadership and investment teams, supports unified views of their impact on investment decisions, and strengthens internal connectivity through data and information sharing across investment teams. The team will also integrate data and technology into its approach to improve and streamline investment processes.

The Role

The Associate or Principal (depending on candidate experience) will play a pivotal role in building and refining Apollo’s overall investment theses by anchoring analytical depth and ensuring financial rigor in thematic development. This involves identifying key firm themes and priorities; conducting detailed research to synthesize findings; and effectively communicating cross-functional insights to leadership across the platform, ensuring alignment and coherence in investment decision-making.

Primary Responsibilities

• Lead and develop core thematic research workstreams for all of Apollo’s investment verticals
• Build detailed and thorough valuation models and financial frameworks
• Draft investment theses and presentations that effectively communicate views on major emerging themes/risks, including corporate “insurgents”, technology trends, business cycles and geopolitics
• Tie secular and market themes to investment opportunities in public and private markets
• Manage and execute 3-6 research projects per year on long-term themes that can be leveraged for investment purposes or external content (e.g., AI disruption, Quantum Computing, Fusion, Renewable Energy)
• Identify and leverage data analytics and AI-based tools to promote efficiency across investment processes and as a proof of concept for broader firm adoption

Qualifications & Experience

• Bachelor’s degree from a top-tier accredited institution, ideally with majors in Economics, Statistics, Computer Science or similar
• Minimum 4 years of experience in investment banking or buy-side (private equity, private credit)
• Strong business acumen and industry research skills required
• Financial modeling and valuation proficiency
• Proven ability to lead research workstreams and coordinate inputs from cross-functional teams
• Strong analytical skills and experience identifying and distilling key themes and trends
• Quantitative and/or statistical skills and hands-on Python experience highly desired
• Background in computer science/technology, particularly exposure to AI tools
• Effective and articulate communication skills (both written and verbal)
• Demonstrated ability to effectively interface directly with senior leaders
• Exceptional presentation drafting experience

About Apollo

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit www.apollo.com.

Our Purpose & Core Values

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

• The leading provider of retirement income solutions to institutions, companies, and individuals.
• The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
• A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, ac