Operational Investment Associate


Date: Mar 29, 2023

Location: Richmond, VA, 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.

The ideal candidate will support operations’ professionals and assist in the execution of deal closings as well as maintain, update, and enhance the operational policies and procedures. Additionally, will perform special projects for the operations’ team as requested, particularly more administrative and data-entry tasks.


Key Areas of Responsibility

  • Respond to requests from external sources such as Fund Managers, Administrators, requiring data-related information and written material on all investment products.
  • Maintain/update repository of data and written responses to be used for Audit purposes.
  • Update online Fund Managers and third-party databases with firm and investment information.
  • Develop an understanding of all Apogem’ s investment strategies to support the Investment Team.
  • Assist in the organization and processing of investment documentation
  • Support transaction execution



  • Four-year college degree preferred 
  • Extreme attention to detail
  • Verbal, written communications skills and an ability to work with all levels of internal staff
  • Strong organizational skills; must be able to manage priorities and have a sense of urgency
  • Demonstrate resourcefulness and initiative
  • Ability to work in a team-oriented culture and maintain a high-level of communication
  • Proficiency in Microsoft Office such as Excel, PowerPoint 




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: 88702






Nearest Major Market: Richmond

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