Associate, Private Equity

New York Life•Richmond, VA

19h•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. This is a two-year Associate program supporting the sourcing, execution, and monitoring of private equity fund commitments at a high quality, growing alternative investment manager. This role will also have exposure to the sourcing, execution, and monitoring of equity co-investments. Gain hands-on experience across the full investment lifecycle within a collaborative team environment. Potential for third year Associate offer and advancement to Senior Associate based on performance.

Requirements

BA/BS/BBA required
2+ years of relevant experience in private markets investing, investment banking, consulting, or transaction services; preference for prior experience underwriting private equity fund commitments
Demonstrated interest in private equity and the broader investment management industry
Strong analytical, problem-solving, and organizational skills with the ability to manage multiple workstreams effectively
Excellent written and verbal communication skills
Ability to gather, synthesize, and analyze large volumes of qualitative and quantitative information efficiently
Proactive, resourceful, and able to take initiative in a fast-paced environment
Collaborative team player with strong interpersonal skills
High attention to detail and strong work ethic
Advanced proficiency in Microsoft Excel, PowerPoint, and Word
Working knowledge of DealCloud or other CRM tools
Working knowledge of data and process automation tools, including Python and Excel-based modeling
Familiarity with large language models (LLMs) and AI tools, with the ability to apply them to workflow automation
Interest in leveraging technology to improve investment processes and team efficiency
Travel required (conference attendance, AGM attendance, diligence trips, NYC office, etc.)

Responsibilities

Support all aspects of the investment process, including sourcing, due diligence, underwriting, documentation, and portfolio monitoring across funds and co-investments
Contribute to investment discussions and participate actively in weekly investment meetings
Identify and implement process improvements
Mentor and develop junior team members