Associate, Valuations

Location Designation:  Fully Remote About Apogem Capital 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.

With offices in New York, Chicago and Richmond, Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $41 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients.

At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Analyst / Associate Role Join a high-quality, growing alternative investment management firm as a member of the Valuation Team. This role provides exposure to the valuation of a diverse portfolio of private market investments.

The role will also contribute to the continued development of the team’s valuation processes, technology, and analytical capabilities.

This is an opportunity to work closely with senior professionals across the firm and gain a broad understanding of Apogem’s investment strategies and portfolio companies. The successful candidate will have the opportunity to develop meaningful expertise in private market valuations, with a clear path for continued professional growth and advancement within the organization.

Key Areas of Responsibility Valuation Analysis and Governance Perform valuation analyses of private investments across Apogem’s investment strategies. Support the review and validation of third-party valuation marks, including analysis of methodologies, assumptions, and market inputs. Assist with the preparation of quarterly valuation committee materials and supporting analyses.

Maintain clear and well-documented support for valuation conclusions.

Third Party Valuation Provider Oversight Assist with the oversight of third-party valuation providers, including coordinating data requests, reviewing valuation deliverables, and tracking open items. Review third-party valuations for consistency with established methodologies, policies, and procedures. Identify and escalate valuation issues or discrepancies to senior team members.

Valuation Process and Technology Enhancement Leverage technology and data tools to improve the efficiency, consistency, and scalability of the valuation process. Identify opportunities to automate manual processes, improve data quality, and streamline reporting. Support the development and implementation of enhancements to valuation processes and procedures.

Performance Reporting and Portfolio Monitoring Partner with investment teams to collect, validate, and maintain quarterly portfolio company financial and operating data. Monitor portfolio company performance and identify trends or changes relevant to investment valuations. Prepare recurring and ad hoc portfolio performance reporting for internal stakeholders.

Financial Analysis and Modeling Perform financial analysis, valuation modeling, sensitivity analyses, and other ad hoc analyses across the firm’s investment portfolios. Analyze financial and operating information to identify trends, variances, and…