Job Opportunity
Associate – Private Equity Secondaries
Apogem Capital | Chicago, IL
Job Summary
Support every aspect of the firm’s work including sourcing, due diligence, investment execution, and management of existing portfolios. Bachelor’s Degree in Finance, Business, Accounting, Economics, or Engineering. 2+ years of experience in private equity, investment banking, secondaries, corporate finance/restructuring, valuation, or transaction advisory services, preferably with M&A experience.
Details
At Apogem, we stand at the forefront of New York Life Investment Management’s mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity.
Apogem Capital leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.
At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.
If you’re passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem.
The Secondaries team is hiring an Associate to support every aspect of our work including sourcing, due diligence, investment execution, and management of existing portfolios. This role will interact closely with and report directly to the senior leaders of the team. This individual will play important roles on deal teams and have hands-on exposure to investment activities across multiple transaction types.
What You’ll Do:
* Support the senior investment team in sourcing opportunities and the evaluation and execution of secondary private equity transactions
* Conduct due diligence as part of the underwriting process for potential investments, including industry/sector research, operating analysis, sponsor track record analysis, ESG review, and other qualitative and quantitative analyses
* Build detailed financial and operational models
* Review and analyze marketing materials of potential investments
* Manage investment opportunity pipeline and coordinate screening efforts
* Prepare internal communications and presentations, including intake / screening memos, investment committee materials, and other deliverables
* Partner with the team members on the execution and maintenance of key operational initiatives and marketing efforts
* Support portfolio management workstreams including monitoring investment performance, managing internal database systems, and other processes used for tracking KPIs, reporting, data management, etc.
* Work directly with the senior leadership team and other key personnel across the organization
What You’ll Bring:
* Bachelor’s Degree in Finance, Business, Accounting, Economics, or Engineering with a competitive GPA
* 2-5 years of experience in private equity, investment banking, secondaries, corporate finance / restructuring, valuation, or transaction advisory services, preferably with M&A experience
* Strong financial modeling, accounting, and analytical skills, with direct work-related experience
* High proficiency in Microsoft Excel, Word, and PowerPoint
* Strong work ethic, problem-solving and organizational skills, and attention to detail
* Demonstrated ability to work in a fast-paced environment
* Able to multitask and manage multiple priorities
* High personal integrity
* Commitment to continued professional development and “on-the-job” learning
* Ability and willingness to work in a team-oriented culture
* Strong verbal and written communication skills
Click here for details on this job
- Job Reference #: 91880
- Compensation: $ 115,000
- Min Education: BA/BS
- Min Experience: 2 years