Investments Lead Coordinator

Apogem Capital•Richmond, VA

5d•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. The Opportunity Support the effectiveness and scalability of the private equity investment function at a high quality, growing alternative investment manager Play a central role in improving how the investment team operates, communicates, and makes decisions

Requirements

BA/BS/BBA required with 2 to 5 years of experience in consulting, project management, or investment-related roles
Strong organizational and analytical skills
Familiarity with private markets preferred
Proactive, systems-oriented mindset
Project management skills
Ability to initiate and lead change management
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
Experience with CRM systems (e.g., DealCloud)
Strong data analysis capabilities (e.g., Excel, Tableau or similar tools)
Familiarity with AI and automation tools (e.g., Hebbia, ChatGPT, OtterAI)
Advanced proficiency in Excel, PowerPoint, and Word

Nice To Haves

Limited travel required

Responsibilities

Own the preparation and execution of internal investment team meetings and key forums, ensuring materials, data, and participants are aligned in advance
Prepare materials and context to enable productive discussions, synthesizing key investment insights and highlighting areas for focus
Capture, structure, and maintain investment insights, decisions, and themes in a clear and actionable format
Ensure timely communication of outputs and track follow-ups to drive continuity and accountability across discussions
Act as a central point of coordination across the team, proactively identifying gaps and ensuring the team is prepared, aligned, and operating effectively
Maintain and enhance DealCloud as the system of record for pipeline and relationship management
Capture investment activity, relationship insights, and decision rationale in a structured format
Ensure high-quality, consistent data to support reporting and decision-making
Oversee conference and annual meeting coverage and prioritization
Analyze attendee lists and historical interactions to help prioritize key relationships
Align internal coverage with team priorities and maintain visibility across engagements
Analyze data across CRM, pipeline activity, and external engagement to identify trends and patterns
Proactively identify trends, gaps, and opportunities, and surface actionable recommendations to support investment decision-making
Integrate data from multiple sources to generate forward-looking insights and improve team prioritization
Translate strategic initiatives into structured, repeatable workflows
Own continuous optimization of investment team processes, identifying inefficiencies and implementing improvements
Leverage technology (DealCloud, AI tools, automation) to enhance workflows
Identify and implement opportunities to automate manual processes and improve scalability across the investment platform