Analyst

New York Life Insurance•Austin, TX

9d•$80,000•Hybrid

About The Position

Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation. Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.

Requirements

Four-year college degree; preference for majors in finance, economics, business, or accounting
1+ year of full-time experience in investment banking, investment management, or a similar industry role
Demonstrated interest in and intellectual curiosity about the investment management industry
Strong work ethic
Mastery of Excel, PowerPoint, and AI tools
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

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 and quantitative analysis
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 and share diligence findings
Integrate AI into workflows