Private Equity Analyst

Company name: Apogem Capital

Location Designation: Hybrid - 4 days per week 

 

 

 

At Apogem, we stand at the forefront of New York Life Investment Management's 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 you're 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.

 

Role Overview:
 

The Analyst will work in the alternative investment management industry at a high-quality, growing firm and will gain exposure to the private equity asset class. The Analyst will support the private equity team in the sourcing, evaluation, and monitoring of fund commitments and select co-investments. The Analyst will have the opportunity to interact with all levels of equity and credit investment professionals and members of Apogem Capital’s Senior Leadership Team. Apogem is a diverse, inclusive, and collaborative environment with people who are committed to helping develop the Analyst’s skills and experience in private equity.
 

What You’ll Do:

 

• Sourcing and investment screening a. Review industry news daily and enter new funds into proprietary database
  • Own database management, including generation of primary team’s pipeline and forward calendar
  • Perform industry and strategy market mapping
  • Attend prospective manager and co-investment meetings and calls and generate meeting notes and quick screen evaluations
  • Present quick screen evaluation findings in weekly team meetings

 

• Diligence support a. Support deal team in initial assessment of investment opportunities
  • Support senior investment professionals in diligence documentation
  • Attend investment committee meetings and own documentation of commitments and approvals

 

• Performance reporting and portfolio monitoring a. Complete post-closing documentation for new investments
  • Review underlying fund managers’ portfolio companies on a quarterly basis, capturing relevant portfolio data
  • Track capital call and distribution activity at the underlying manager on a weekly basis
  • Monitor investment performance and track AGM and LPAC participation