Apogem Chief of Staff

 

Location Designation: Hybrid - 3 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 $40 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.

Directly reporting to the Apogem Capital CEO, the Chief of Staff works together with the CEO and President to help maximize their impact and effectiveness in all aspects of mission, and to enable and support the achievement of business goals and key strategic initiatives. The Chief of Staff will be responsible for preparing materials for the Executive Management Committee, the Board of Directors and for the Apogem Management Committee and extended leadership teams.

 

In addition, the Chief of Staff will help provide oversight and coordination for various plans for business initiatives. This role requires excellent decision-making ability, superior organizational knowledge, independent decision making, strong relationships across the company, and a comfort in working with senior management to execute on the delivery of both day-to-day priorities and longer-term goals and projects.

 

What You'll Do:

The chief of staff responsibilities are articulated around the following:

 

CEO Support and Office Management:

 

• Ensure CEO meeting preparation and follow-up, including briefing and background
• Assume day-to-day responsibility for projects, tasks, and operational support
• Lead the development of materials for the CEO and various NYLIM initiatives including the preparation of executive reports and presentations to a variety of audiences/constituents
• Coordinate CEO documents and presentations
• Support CEO in written and oral communication
• Perform research and data gathering to support the CEO
• Provide support to specific corporate projects, help setting priorities and identifying metrics for success
• Research, analyze data and make recommendations
• Coordinate and collaborate with EA on agenda/time management etc.

Coordinate between CEO and various Investment Boards, Executive Management Committee, Management Committee, Business Units, Employees, and all required external contacts:

• Preparation for Executive Management Committee and Management Committee by tracking agenda topics and assemble and prepare board packs and minutes
• Monitor information flow, build strong relationships with team members across the organization
• Oversee large, cross-functional organization projects or initiatives
• Partner with other Chiefs’ of Staff in the Strategic Business to ensure alignment, consistency, and transparency
• Coordinate the CEO communication (internal and external), prepare reports and presentatio