Associate, Business Development/Investor Relations


Date: May 23, 2023

Location: New York, NY, 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.


Key Areas of Responsibility:

  • Support senior business development / investor relations ”BDIR” team with prospect & territory management for active fundraises
  • Schedule and attend meetings & calls with senior BDIR team.  Distribute call notes to stakeholders around the Firm
  • Coordinate meeting follow up with IR & Investment teams
  • Proactively monitor & update fundraising pipelines in CRM in conjunction with senior BDIR team
  • Conduct market intelligence on prospective clients Private Equity portfolios as well as competitor analysis via Preqin and other industry databases
  • Produce content to assist in BDIR teams fundraising efforts
  • Strong product knowledge required, understanding of fundraise timelines, key competitors, market/product positioning and distinguishing factors  
  • Develop an understanding of Apogem’s investment strategies to support fundraising activity
  • Support IR team in the RFP/RFI/Questionnaire process as needed
  • Periodic attendance at tradeshows
  • Assist with client onboarding /follow up as needed


Associate Role

The ideal candidate will support business development and investor relations’ professionals and assist in the fundraising efforts relating to the firm’s alternative investment capabilities. Additionally, the candidate will perform special projects for the business and investor relations’ teams as requested.


Candidate Profile

  • Four-year college degree
  • Two to three years’ experience preferably in a related field of financial services, investing, and/or marketing for a finance-related firm
  • Extreme attention to detail
  • Demonstrated success in the creation of high-quality PowerPoint marketing presentations
  • Power user in Excel (ability to navigate complicated spreadsheets, write formulas, create detailed charts, etc.)
  • Verbal, written communications skills and an ability to work with all levels of internal staff
  • Strong organizational skills: must be able to multi-task and manage priorities
  • Demonstrated resourcefulness and initiative
  • Ability to work in a team-oriented culture and maintain a high-level of communication
  • Strong math skills and grasp of fundamental investment concepts







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: 89021






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

Job Segment: Private Equity, Business Development, Equity, Investment, Finance, Sales