Vice President, Strategy (Alternative Investments)

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.

Apogem Capital is hiring an experienced Assistant Vice President / Vice President of Strategy to support the execution of its business growth strategy and integration initiatives. This position will report to the Head of Strategy. This role will entail providing support to Apogem’s Senior Leadership Team to help define business strategy and support the execution of strategic initiatives, business planning, and project management across private equity and private credit businesses. This position requires experience in asset management with exposure to technology, operations and AI/data strategies within the alternatives investment sector, a strategic mindset, financial modeling capabilities and the ability to work collaboratively across business functions.

What You’ll Do:

Strategy Development

• Analyze market insights in the alternatives investment sector and competitor information to identify trends, product gaps and opportunities for growth
• Develop and maintain perspective on strategic implications of key developments in the industry – new products, competitor actions, regulatory changes etc.
• Support new product development and inorganic growth through evaluation of potential M&A and/or partnership opportunities; Perform business impact assessments and develop financial models for cost benefit analysis

Strategy Execution

• Support competitive benchmarking to evolve existing product solutions in terms of pricing, fund structure etc.
• Work with Apogem’s front, middle and back-office leaders to execute selected cross-functional strategic initiatives (e.g., support transition to new fund administrator, new fund launches, target operating model design)
• Manage and plan business activities and resources required to deliver strategic solutions, including defining business requirements and ensuring key stakeholders are managing cross-functional dependencies, timelines, and execution milestones

Strategy Communication

• Support annual strategic planning process to articulate business priorities and ensure key strategic initiatives are appropriately communicated across the firm and NYLIM
• Prepare presentations for Board updates, Town Hall meetings etc.

What You’ll Bring:

An ideal candidate will demonstrate
 

• Intellectual curiosity, self-awareness, and the willingness to learn and hit the ground running
• Self-starter, independent thinker and pro-active with a keen sense of ownership and commitment to the work, and a passion to deliver results
• Ability to play different roles depending on the project requirement; Leader, coach, and individual contributor as needed
• Team player that can accept substantial individual responsibility and proactively create value for the team and others
• Passionate about exploring and understanding financial markets and the alternatives investment management industry
• A desire to work in a high-energy environment with a dedicated commitment to excellence and teamwork

Qualifications
 

• Bachelor’s degree required; MBA preferred with a strong record of academic achievement
• Minimum of 5-6 years of overall experience, 3+ years in top-tier asset management and/or management consulting firm
• Good understanding of the asset management industry, products, regulatory guidelines, and headwinds impacting the alternatives investment sector
• Strong problem-solving and analytical skills; strategic and creative thinking aptitude
• Attention to detail and strong project management skills to manage multiple projects simultaneously with consistent follow-through
• Comfort dealing with ambiguity in a dynamic and fast-moving work environment with tight deadlines and multiple demands
• Ability to clearly articulate ideas, both written and oral, to internal and external audiences across various levels of seniority
• Requires strong leadership and communication skills, with an ability to partner effectively across multiple functions and levels of management
• Personally, and professionally aligned with Apogem’s culture and values, and a strong interest in the asset management industry
• Advanced user of PowerPoint, Excel, and Word and skilled at financial modeling / data analytics to develop CBAs, cost-to-achieve / cost-to-operate models, business reports and presentations
• Willing to travel 10-15% of time

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Pay Transparency

Salary range: $150,000-$185,000 

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: 91569

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