Assistant Vice President of Strategy

New York Life•New York, NY

18h•Hybrid

About The Position

Apogem Capital is hiring an experienced Assistant Vice President of Strategy to primarily support the execution of its operations integration and business growth strategy initiatives. This position will report to the Vice President of Strategy. This role will entail providing program management and competitive benchmarking support for key business transformation initiatives (e.g., high impact new product development & implementation, fund administration services onboarding), process re-engineering and operating model design to support business growth. This position requires experience in investment management industry with exposure to AI/ML capabilities for market research, technology, operations, a strategic mindset, and the ability to work collaboratively across business functions.

Requirements

Bachelor’s degree required with a strong record of academic achievement
Minimum of 5-6 years of overall experience, with 3+ years in top-tier investment management or consulting firm in a product development and strategy capacity
Good understanding of the investment management industry, investment operations, regulatory guidelines, and headwinds impacting private credit and private equity investment strategies
Strong problem-solving, quantitative, and analytical skills
Excellent written and verbal communication skills with the ability to produce clear, decision-oriented materials
Meticulous attention to detail, accuracy, and drive to deliver high-quality work
Strong project and process management skills with the ability to manage multiple workstreams and priorities concurrently
Willing to travel 10% of time

Nice To Haves

High level of intellectual curiosity with a desire to develop and implement innovative new product solutions
Self-starter, independent thinker, and pro-active with a keen sense of ownership and commitment to the work, and a passion to deliver results
Team player and can accept substantial individual responsibility to proactively create value for the team and others

Responsibilities

Lead cross-functional program management of large-scale operations and technology transformation initiatives (e.g., fund administrator onboarding, implementing shadow books and records, post-merger integration)
Identify and mitigate risks, manage dependencies, and establish program governance structure and cadences to track milestones, escalate issues, and ensure accountability across key stakeholders through execution of major transformation and integration programs
Partner with investment, operations, and technology teams to define, document, and prioritize business requirements that support strategic transformation, technology enablement, and support new platform evaluations where applicable
Perform market research and support development of perspectives on strategic implications of key developments in the industry – new products, competitor actions, regulatory changes etc. and how they apply to Apogem Capital
Support competitive benchmarking to evolve existing product solutions in terms of pricing, fund structures, tax efficiency etc. and develop financial models to determine the short-term and long-term impact of new product initiatives
Assist with design of cross-functional processes to support business growth (e.g., new product development for institutional and retail channels, RFP/DDQ response processes) and evolve existing operating models to support growth
Assist with development of materials to support leadership decisions in firmwide committees such as Product Management & Steering Committee meetings, Operating Working Group meetings, etc.