Analyst, Private Equity Real Assets

New York Life•Austin, TX

7h•$80,000 - $100,000•Hybrid

About The Position

The Analyst will work in the alternative investment management industry at a high-quality, growing firm and will gain exposure to private real assets. The Analyst will support the real assets team in the sourcing, evaluation, and monitoring of investments. Apogem’s dedicated private real assets team has raised and deployed three funds, representing over $1 billion of capital, since launching in late 2014. The team is actively investing out of its fourth fund and is based in Austin, Texas, a market at the center of the convergence of energy and technology. The strategy is highly opportunistic and value-oriented, with a focus on direct equity co-investments as well as selective secondary opportunities. It seeks to provide sector diversification through investments in energy, infrastructure, agriculture, mining, and related services. The mandate seeks to generate high absolute returns, targeting a 2.0x MOIC and 20% IRR, along with significant yield. The Analyst will have the opportunity to interact with all levels of equity and credit investment professionals and members of Apogem Capital’s Senior Leadership Team. Apogem is a diverse, inclusive, and collaborative environment with people who are committed to helping develop the Analyst’s skills and experience in private equity.

Requirements

High-quality, growing firm experience
Exposure to private real assets
Support real assets team in sourcing, evaluation, and monitoring of investments
Experience in an opportunistic and value-oriented strategy
Focus on direct equity co-investments and selective secondary opportunities
Sector diversification through investments in energy, infrastructure, agriculture, mining, and related services
Generate high absolute returns, targeting a 2.0x MOIC and 20% IRR, along with significant yield
Interact with all levels of equity and credit investment professionals and members of Apogem Capital’s Senior Leadership Team
Collaborative environment with commitment to developing skills and experience in private equity

Nice To Haves

Experience in Austin, Texas market

Responsibilities

Review industry news daily and enter new investments into proprietary database
Own database management, including generation of team’s pipeline and forward calendar
Perform industry and strategy market mapping
Attend prospective manager meetings and calls. Generate meeting notes and quick screen evaluations
Present investment evaluation findings in weekly team meetings
Attend industry conferences
Support deal team in assessment of investment opportunities
Support senior investment professionals in diligence documentation
Attend investment committee meetings and own documentation of commitments and approvals
Opportunity to increasingly lead aspects of investment diligence including creation/drafting of investment memos, quantitative analysis, etc.
Complete post-closing documentation for new investments
Monitor investments on a regular basis, capturing relevant data
Track capital call and distribution activity and forecasts
Monitor investment performance and track 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
Collaborate with other Apogem investment teams to develop best practices, share diligence findings, etc.
Integrate AI into workflows