Private Equity Secondaries 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.

The Secondaries team is hiring a junior team member to support investment professionals and assist in performing due diligence on potential investments, including financial analysis, industry research, financial modeling, etc. This role will interact closely with senior leaders with multi-decade experience in Private Equity across Apogem. In addition, this individual will participate on the deal team and have hands-on exposure to day-to-day transactions across multiple industries.

Key Areas of Responsibility

• Manage investment opportunity pipeline and coordinate screening efforts
• Build detailed financial and operational models
• Work directly with senior leadership team and other key personnel across the organization
• 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
• Support portfolio management workstreams including monitoring investment performance, managing internal database systems, and other processes used for tracking KPIs, reporting, data management, etc.
• Support the senior investment team in sourcing opportunities and the evaluation and execution of secondary private equity transactions
• Review and analyze marketing materials of potential investments
• Prepare internal communications and presentations, including intake / screening memos, investment committee materials, and other deliverables
• Partner with team members on the execution and maintenance of key operational initiatives and marketing efforts

Candidate Profile

• High proficiency in Microsoft Excel, Word, and PowerPoint
• Commitment to continued professional development and “on-the-job” learning
• Strong work ethic, problem solving and organizational skills, and attention to detail
• Demonstrated ability to work in a fast-paced environment; must be able to multi-task and manage multiple priorities
• Ability and willingness to work in a team-oriented culture
• Strong verbal and written communication skills
• High personal integrity
• Strong financial modeling, accounting, and analytical skills with direct work-related experience
• Bachelor’s degree in finance, business, accounting, economics, or engineering with a competitive GPA
• 1-2 years of experience in private equity, investment banking, management consulting, corporate finance / restructuring, valuation, or transaction advisory services, preferably with M&A experience

#LI-AM1

#LI-GP1

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: 88930