About The Position

Apollo is seeking an exceptional professional to join the Investment Operations team. The individual’s key responsibilities will revolve around successfully onboarding new business opportunities in the Americas region, from an Investment Operations’ standpoint. Apollo’s significant business in complex private markets and fund structures – both institutionally and retail focused, particularly as it relates to distressed or privately originated debt - requires detailed and precise execution of numerous key operational activities across multiple Enterprise Solutions functions and Investment professionals, as well as external counterparts, brokers, agents, custodians, administrators, and other service providers. This role, in partnership with senior members of the Investment Operations team, will be responsible for ensuring key responsibilities are understood/documented by all parties, internal and external, and that execution of various tasks to support the launch/close of the fund, SMA, complex transaction, or other item of new business in question, are handled on-time, accurately, scalable, and with an eye to effective risk management.

Requirements

  • 6-10 years of experience working in a complex financial services firm
  • Extremely commercially-oriented with the ability to balance & articulate valid operational concerns that would introduce scale challenges and/or risk
  • Deep understanding of the various fund structures utilized by alts managers, both private and public
  • Robust understanding of relevant regulatory frameworks
  • Detailed understanding of ISDAs, Clearing Agreements, and other types of trading agreements
  • Must be a proactive self-starter with strong project management skills and technical skills
  • Strong organizational and documentation skills (ability to write succinct and cohesive process narratives, control descriptions, and action plans)
  • Excellent oral/written communication skills and confidence
  • Ability to take direction and execute successfully with minimal supervision
  • Proactive in completing projects and initiatives
  • Able to adapt and learn quickly within the continued evolution of the firm and industry
  • Responsive to the team and stakeholder requests
  • Collaborative and energized by the open exchange of ideas

Responsibilities

  • New funds or other Apollo-sponsored vehicles: Ensure all Operations-owned pre-launch set up/connectivity items are completed effectively and on time, across the division
  • The extent to which the fund is in a new strategy, that any operational scale/risk challenges are well understood (and documented) by the business, Operations, and the broader Enterprise Solutions division
  • New SMAs: In addition to the responsibilities outlined for new funds; also Working with Operations and technology to establish new data feeds to the client, client’s service providers, etc as needed
  • Leading regular Operations-focused calls with the client to ascertain specific operating model requirements, to facilitate an on-time and successful launch
  • New instruments & complex transactions: The extent to which Apollo is anticipating trading in a new instrument, or structuring a privately-originated asset in a novel manner, work across the business and Enterprise Solutions to document the process, service providers, trading agreements, etc, required to close/settle the transaction
  • M&A: The extent to which Apollo consummates any M&A activity in the Americas region, be the “face” of Operations both internally, as well as to our counterparts at the acquired party
  • Ensure all people, funds, SMAs, etc., are successfully integrated into the Apollo ecosystem
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