Senior Associate, Underwriter

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.

Hybrid - 4 days per week. The role is based in Chicago.

• Manage complex financial modeling.
• Conduct industry research to supplement third‑party reports.
• Organize, review, and present transaction due diligence.
• Identify and analyze underwriting strengths and risks.
• Support the underwriting of credit facilities, including preparation of written documents (internal underwriting memos and term sheets), communication with transaction stakeholders (senior and subordinated lenders, the private equity sponsor, and the target company), and assistance in the legal documentation and closing process.
• Proactive problem solving and active daily management of a portfolio of accounts.
• Mentor and assist junior underwriting professionals.

• BA/BS required.
• Approximately 3-5 years of relevant work experience.
• Robust analytical, problem-solving and organizational skills.
• Excellent written and verbal communication skills.
• Ability to multi-task and manage time and workload efficiently.
• Strong work ethic, intellectual curiosity, and attention to detail.
• Demonstrate effective working relationships with teammates.
• Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint) and knowledge of AI resources (ChatGPT, Copilot).
• Prior cash flow lending experience preferred, but not required.

Salary range: $150,000. Overtime eligible:
Exempt. Discretionary bonus eligible:
Yes. Sales bonus eligible:
No.

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.