Associate, PE SMA Portfolio Analytics

New York Life Insurance Co•New York, NY

2d•$125,000 - $150,000•Hybrid

About The Position

Apogem Capital is seeking an Associate / Senior Associate to support the continued growth of its private equity Separately Managed Accounts (SMAs) platform. This role will focus on delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting reporting, monitoring, and operational excellence across SMA mandates. The position sits at the intersection of investments, portfolio management, and data, working closely with the Investment, Client Service, and Operations teams, as well as external managers and service providers. This is a high-impact role with significant visibility across the firm’s investment and client-facing functions. The position offers the opportunity to shape portfolio analytics capabilities, influence portfolio construction, and help scale a growing SMA platform.

Requirements

2–4+ years of experience in private equity, asset management, fund administration, or accounting with exposure to private markets
Strong analytical and quantitative skill set with experience in portfolio analytics, modeling, and performance analysis
Advanced proficiency in Excel; strong PowerPoint skills required
Experience with data systems or database management preferred
Familiarity with private markets technology (e.g., DealCloud, iLevel)
Demonstrated ability to manage multiple priorities and work both independently and collaboratively
High attention to detail with a proactive, problem-solving mindset
Interest in leveraging technology to improve processes and build scalable solutions
Four-year college degree; preference for majors in finance, data analytics, economics, or accounting

Responsibilities

Develop and deliver analytics to support portfolio construction decisions, including investment pacing, position sizing, industry sector exposure, and risk management/stress testing
Build and maintain cash flow and NAV forecasting models to support SMA planning and liquidity management, including predictive analytics around capital contribution and distribution modeling tracked at the underlying investment level
Monitor deployment pacing across SMA portfolios to ensure adherence to investment guidelines (strategy, geography, sector, concentration limits, etc.)
Perform benchmarking and performance attribution analysis across portfolios and underlying investments. Analyze portfolio trends, with consideration for both company-level performance and macroeconomic factors affecting the portfolio, and provide actionable insights to Portfolio Managers and Senior Leadership
Develop and maintain analytical tools and models to evaluate historical performance and inform decision-making
Oversee data integrity across portfolio metrics including performance, NAV, commitments, unfunded exposure, and cash flows
Partner with Portfolio Managers and Client Service teams to support monthly, quarterly, and ad hoc client reporting and prospective SMA client materials and presentations
Collaborate with Investment, Operations, and Data teams to gather inputs and improve analytical frameworks
Lead initiatives to automate processes, enhance data infrastructure, and reduce manual workflows
Support special projects aimed at scaling the SMA platform and improving operational efficiency