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 $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.

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 presentations in collaboration with EA and leadership partners
• Participate in preparing corporate documentation
• Take responsibility for planning and leading special events, workshops and meetings
• Lead planning efforts and manage agendas for meetings (staff, Town Halls, Executive Leadership and Extended Leadership meeting)

Project Management & Coordination:

• Coordinate projects and/or commitments directly involving the CEO and the Apogem Management
• Monitor and follow up on specific strategic projects in order to update the CEO on a regular basis
• Flexibility to be involved in a wide variety of tasks (ad-hoc projects or business demands which arise

What You'll Bring:

• Bachelor’s Degree or equivalent; advanced degree preferred
• 8+ years of related experience with strong business acumen or commensurate experience
• Knowledge/experience in asset management/finance is strongly preferred
• Previous experience supporting a global organization is preferred
• Highlight organized and efficient
• Capable of juggling multiple tasks and meeting deadlines in a fast-paced environment
• Strong written and oral communication skills
• Demonstrated ability to accomplish work through others
• Experience and comfortable working with senior leaders
• Adaptability, nimbleness and curiosity with a desire and willingness to learn
• Strong PowerPoint/presentation software skills
• 10-20% travel required to US locations buy may include international trips

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Pay Transparency

Salary range: $125,000 - $150,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

All Candidates Please Click Here

Job Requisition ID: 91520

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