Portfolio Analyst


Posting Date: May 3, 2024

Location: New York, NY, US

Company: New York Life Insurance Co

Company Name: Apogem Capital

Location Designation: Hybrid - 3 days per week 



Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $41 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. With offices in New York, Chicago, and Richmond, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Bring your passion for investing, client service, or operations to grow with Apogem.

Role Overview: To work at a high quality, growing alternative investment management firm in the Business Intelligence group. This role is focused on maintaining portfolio reporting, providing analytical support for the firm’s investment capabilities, and advancing the group’s analytical capabilities. This role offers the opportunity to interact with senior professionals across the firm and the potential to develop into a more senior position.


What You'll Do:

  • Performance Reporting and Portfolio Monitoring
    1. Work collaboratively with investment teams to manage quarterly performance analysis and reporting.
    2. Work collaboratively with investment teams to manage quarterly collection and updating of portfolio company data.
    3. Respond to internal ad hoc performance needs.
  • Analysis
    1. Perform and assist with ad hoc analysis and modeling of the firm’s investment portfolios.
    2. Assist in completing monthly/quarterly requests of the firm’s private credit investors.
  • Data Management
    1. Own data collection and entry of underlying investment portfolio information.
    2. Help maintain the integrity of the firm’s information through development and monitoring of data governance rules.
    3. Contribute to expanding the firm’s data tracking and analysis capabilities.
  • Organization
    1. Develop a strong base of knowledge across all Apogem’s investment strategies.

What You’ll Bring:

  • Four-year college degree in a finance, mathametics or analytics area 
  • 1 to 3 years of experience working in a data or quantitative position 
  • Experience in Private Credit, Private Equity or other Alternative Investment strategies preferred 
  • Experience within structured data environments
  • High proficiency with Microsoft Excel and detail oriented 
  • Experience with Portfolio Monitoring systems
  • Ability to communicate data-driven insights in a concise and accurate manner
  • Demonstrated resourcefulness and initiative with an entrepreneurial mindset
  • Strong problem-solving and organizational skills; must be able to prioritize tasks
  • Ability to work in a very team-oriented culture and maintain a high-level of communication with team members to coordinate tasks





Salary range: $90,000 - $100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

 Job Requisition ID: 90314






Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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