Date: May 22, 2023

Location: Chicago, IL, US

Company: New York Life Insurance Co


Location Designation: Hybrid-In office Monday, Tuesday, Wednesday



Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $39 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.


The Opportunity:

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 conducting industry research and reviewing diligence, preparing transaction memos and underwriting reports, developing financial models, assisting in deal closings, and managing a portfolio of accounts. Associate 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. An Associate candidate should have a working knowledge of the practical application of the senior loan documents.


Key Areas of Responsibility

  • Manage complex financial modeling
  • Conduct industry research to supplement third-party reports
  • Organize, review, and present transaction due diligence
  • Identify and analyze underwriting risks
  • Support the underwriting and syndication of credit facilities, including preparation of written documents (internal underwriting memos, term sheets, offering memoranda, lender presentations), communication with transaction stakeholders (senior and subordinated lenders, the private equity sponsor, and the target company), and assistance in the legal documentation and closing process
  • Proactive problem solving, client interaction, and active daily management of a portfolio of accounts


Candidate Profile

  • BA/BS required
  • Approximately 2-4 years of relevant work experience
  • Robust analytical, problem-solving and organizational skills
  • Excellent written and verbal communication skills
  • Ability to multi-task and manage time and workload efficiently
  • Strong work ethic and attention to detail
  • Demonstrate effective working relationship with teammates
  • Advanced knowledge of Microsoft Office (Word, Excel, Powerpoint)
  • Prior cash flow lending experience preferred, but not required





Salary range:  

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

 Job Requisition ID: 89016






Nearest Major Market: Chicago

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