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Private Equity Analyst

New York Life Insurance

New York Life Insurance

This job is no longer accepting applications

See open jobs at New York Life Insurance.
IT
Richmond, VA, USA
Posted on Wednesday, January 31, 2024

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.

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.

PE Analyst Role

The candidate will be hired to work in the alternative investment management industry at a high-quality, growing firm and gain exposure to the private equity asset class. The analyst will support the private equity team in the sourcing, evaluation, and monitoring of investments. During your time in the program, you will have the opportunity to interact with all levels of investment professionals and members of Apogem Capital’s Senior Leadership Team in a diverse, inclusive, and collaborative environment with people who are committed to helping you develop your skills and experience in private equity.

Key Areas of Responsibility

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

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: 89535

This job is no longer accepting applications

See open jobs at New York Life Insurance.