Private Equity Analyst

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:               Firm Overview:

With offices in New York, Chicago and Richmond, 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. At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits.

Portfolio Analyst Role

To work in the alternative investment management industry at a high-quality, growing firm and gain exposure to the private equity asset class. This is a two-to-three-year, pre-MBA role. The analyst will support the private equity team in the sourcing, evaluation, and monitoring of investments and work closely with all investment professionals.

Key Areas of Responsibility

• Sourcing and investment screening

• Daily review of industry news and enter new funds into proprietary database
• Database management, including generation of primary team’s pipeline and forward calendar
• Industry and strategy market mapping
• Attend prospective manager and co-investment meetings and calls and generate meeting notes and quick screen evaluations
• Present quick screen evaluation findings in weekly team meetings

• Diligence support

• Support deal team in initial assessment of investment opportunities
• Support senior investment professionals in diligence documentation
• Attend investment committee meetings and own documentation of commitments and approvals
• Opportunity to become more involved in diligence with experience

• Performance reporting and portfolio monitoring

• Post-closing documentation for new investments
• Quarterly review of underlying fund managers’ portfolio companies, capturing relevant portfolio data
• Weekly tracking of capital call and distribution activity at the underlying manager level
• Investment monitoring, AGM, and LPAC participation

• Marketing and client service support

• Support marketing and other various requests from existing and prospective investors
• Support client service in development of existing and prospective investor communications

• Organization

• Support special project work as needed

Candidate Profile

• Four-year college degree; preference for majors in finance, economics, or accounting
• Demonstrated interest in and intellectual curiosity about the investment management industry
• Strong work ethic
• Mastery of Excel and PowerPoint
• Ability to gather, organize, and analyze data effectively
• Attention to detail
• Strong written and oral communication skills
• Demonstrated resourcefulness and ability to take initiative
• Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task
• Ability to work in a team-oriented culture and maintain open communication with team members
• Experience with computer science and data analytics is a plus

Salary range: $79,500-$83,500 

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.

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 Job Requisition ID: 88708