Underwriting Legal and Documentation Analyst


Date: Mar 9, 2023

Location: Chicago, IL, US

Company: New York Life Insurance Co


Location Designation: Hybrid 



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.

Position:  Underwriting Legal and Documentation Analyst – Private Credit

The candidate would be responsible for providing legal and documentation related support and assistance to the Underwriting team in connection with closing and the ongoing monitoring of private credit transactions.  Support would include filings in connection with a transaction closing, routine documentation and filing maintenance (including UCC continuations), UCC and intellectual property searches, UCC drafting and filing, and overall involvement in transaction closings.  The candidate would be expected to develop relationships and work collaboratively with the multiple Underwriting teams simultaneously.  The candidate would also be looked to assist senior level personnel in identifying opportunities to improve the overall risk oversight, reporting and monitoring of legal and documentation matters related to the firmwide Direct Lending portfolio. 



  • Coordinate, review, and assist in the filing and ongoing monitoring of all UCC financing statements, releases, continuations and amendments on behalf of Apogem in its capacity as a lender and administrative agent
  • Coordinate, perform and analyze UCC and other lien searches on an ongoing basis
  • Assist with the development and ongoing preparation of certain standard form loan / legal documents
  • Assist in ad hoc legal duties/tasks associated with private credit transactional closings
  • Coordinate and assist with documentation for closing and post-closing requirements including maintenance of key documents in secure locations
  • Use Street Diligence functionality to develop and maintain summary level key metrics of legal terms for portfolio wide comparison and analysis purposes
  • Operate as the point person for certain legal related third-party vendors, such as I Lien



  • BA/BS required  
  • Paralegal certificate from ABA accredited paralegal program as well as working knowledge and understanding of Article 9 of the Uniform Commercial Code is preferred
  • Strong interpersonal and verbal communication skills
  • Excellent organizational skills including record keeping, data collection, and system information analysis
  • Analytical skills necessary to analyze and research transactional data and process information
  • Strong work ethic and attention to detail
  • Computer proficient with Microsoft Office (Word, Excel, PowerPoint) as well as experience and working knowledge of I Lien, Westlaw and other commercial finance-related and legal databases is preferred







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 www.NewYorkLife.com.

 Job Requisition ID: 88746






Nearest Major Market: Chicago

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