Business Intelligence (Valuations)

Company name: Apogem Capital

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 $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.

Join a dynamic and growing alternative investment management firm as part of the Business Intelligence team. This role focuses on valuation analysis, portfolio reporting, and delivering analytical support to enhance the firm’s investment capabilities. It also plays a key role in advancing the team's data and analytics infrastructure. The position offers meaningful exposure to senior professionals across the organization and provides a clear path for professional growth into more senior responsibilities.

 

What You’ll Do:

 

Valuation analysis and governance

• Perform valuation work including valuing private investments, performing positive assurance on third party marks and preparing valuation committee materials

Third Party valuation provider oversight

• Assist in executing on oversight of third-party valuation providers

Enhance existing valuation process

• Utilize existing technologies to enhance current valuation process and create scale within the existing function

Performance Reporting and Portfolio Monitoring

• Collaborate with investment teams to produce quarterly performance reports and maintain updated portfolio company data.
• Fulfill internal ad hoc performance analysis requests.

Analysis

• Perform and assist with ad hoc analysis and modeling of the firm’s investment portfolios.
• Assist in completing monthly/quarterly requests of the firm’s private credit investors.

Organization

• Develop a strong base of knowledge across all Apogem’s investment strategies.

 

What You’ll Bring:

 

• Bachelor’s degree in a quantitative field such as finance, economics, or analytics
• 4–7 years of experience in valuation, portfolio support, or transaction advisory roles.
• Background in Private Credit, Private Equity or other Alternative Investment strategies
• Proven experience working with valuation providers and/or auditors
• Advanced proficiency with Microsoft Excel
• Experience with Portfolio Monitoring systems (e.g. iLevel, Chronograph, or similar platforms)
• Familiarity with data visualization tools (e.g., Tableau, Power BI) is a plus
• Ability to communicate data-driven insights in a conc