Treasury, Senior Associate

Location Designation: Hybrid - 1 day per month 

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.

The Treasury Senior Associate will work closely with Loan Administration, Accounting, Fund Ops and Client Services in facilitating treasury duties and responsibilities. This position will be responsible for maintaining multiple banking and vendor relationships – in addition to preparing, reviewing, initiating and approving wires in our banking system.

What You'll Do:

• Prepare and initiate wires in our banking system
• Review and approve wires in our banking system 
• Perform various compliance checks using various systems prior to releasing wires
• Record daily bank activity in Wall Street Office
• Perform daily bank reconciliations over the main bank account as well as various managed funds account
• Ability to sort through large amounts of data to generate a result
• Ability to maintain multiple projects simultaneously
• Special ad hoc projects

What You'll Bring:

• Bachelor’s degree with coursework in finance, accounting, economics or related fields
• 1-3 or more years of relevant work experience 
• Robust quantitative, analytical and problem-solving skills
• Strong written, verbal and interpersonal communication skills
• Strong client centric focus
• Ability to work in a fast-paced environment and multi-task and manage time efficiently
• Strong work ethic and attention to detail
• High level of initiative and accountability
• Strong Microsoft Office skills including Microsoft Excel, Word and Outlook

#LI-AM1

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Pay Transparency

Salary range: $75,000 - $115,000 

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: 90989

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