Senior Underwriter

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.

The ideal candidate has a strong understanding of credit underwriting and can demonstrate an ability to balance detail with broader issues, in both written and oral communication. The primary responsibilities include coordinating industry research and company diligence, preparing transaction memos and underwriting reports, developing and evaluating financial models, supporting legal documentation negotiation, managing deal closings, and managing a portfolio of accounts. Candidates are able to draw thoughtful and relevant conclusions based on their analysis of new transactions and portfolio accounts and can effectively communicate their findings both internally and externally. Candidates should have an understanding and working knowledge of the senior, subordinated and inter-creditor loan documents, and an understanding of equity and fund investment documentation.

What You’ll Do:

• Manage and evaluate complex financial modeling
• Identify and analyze underwriting risks
• Coordinate, review, and assess transaction due diligence
• Ownership/Management of transaction processes including investment committee presentation materials
• Support the preparation, review, and negotiation of legal documentation and closing of transactions
• Proactive problem solving, client interaction, and active daily management of a portfolio of accounts
• Effective working relationships with team members and delegation and monitoring of work flow
• Assist with the syndication of credit facilities, including: preparation of written documents (underwriting memos, term sheets, offering memoranda, lender presentations), communication with transaction participants (senior and subordinated lenders, the private equity sponsor, and the target company), and legal documentation and closing process

What You’ll Bring:

• BA/BS/BBA degree required
• Minimum 5+ years of relevant work experience
• Prior cash flow and sponsor lending experience is required
• Software and Technology Services underwriting experience preferred
• Robust analytical, problem-solving, organizational and negotiation skills
• Excellent written and verbal communication skills
• Ability to multi-task and manage time and workload efficiently
• Strong work ethic and attention to detail
• Advanced knowledge of Microsoft Office (Word, Excel, Powerpoint)

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Pay Transparency

Salary range: $165,000 

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 Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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: 91391

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