Vice President | Investor Relations & Portfolio Monitoring, PE GP Stakes
Listed on 2026-08-30
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Finance & Banking
Capital Markets, Financial Analyst
Location Designation:
Hybrid - 4 days per week. The role can be based in NYC or Chicago.
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.About Ridge Lake Partners
Ridge Lake Partners (Ridge Lake) is the middle-market GP stakes investment strategy within Apogem Capital. With offices in New York, Chicago and Richmond, Apogem Capital — together with Ridge Lake — brings decades of middle-market investing experience, and approximately $40 billion in assets under management. Ridge Lake seeks to partner with what we believe are leading middle-market private capital firms, combining deep industry experience with strategic capital to drive sustainable growth.
TheOpportunity
The Vice President will support the PE GP Stakes strategy primarily across investor relations and capital formation, with meaningful additional responsibility for portfolio monitoring, valuation, and reporting. The role suits a commercial, analytically strong professional who can produce polished investor-facing materials, manage cross-functional processes, and communicate effectively with internal teams, partner GPs, LPs, placement agents, and other external stakeholders.
What Success Looks Like in Year One- Own the day-to-day production of investor materials (DDQs, data requests, fact sheets, updates) with minimal senior oversight.
- Build a working command of the GP Stakes portfolio — valuation drivers, KPIs, and fund-level performance — sufficient to support IC discussions and monitoring reviews.
- Establish trusted working relationships with Apogem IR/Distribution/Marketing teams and partner GP teams.
- Investor Relations, Marketing & Capital Formation (Core — primary focus)
- Prepare investor-facing materials, DDQs, data requests, fundraising updates, strategy updates, pitch decks, fact sheets, case studies, and market commentary.
- Partner with Apogem Investor Relations, Distribution, Marketing, and placement agent teams to deliver consistent messaging and timely follow-up.
- Build and maintain a global prospect pipeline, including relationship mapping, CRM management, investor segmentation, and outreach tracking.
- Coordinate investor meetings, annual meetings, conferences, webinars, roadshows, briefing materials, follow-ups, and virtual data room workflows.
- Represent Ridge Lake and Apogem at industry conference sand other external gatherings, building visibility and relationships within the GP stakes and private markets community.
- GP Services & Partner GP Support (Core — primary focus)
- Advise partner GPs on investor relations, marketing, fundraising strategy, investor targeting, LP segmentation, and capital formation readiness.
- Help strengthen GP infrastructure, including CRM systems, diligence processes, reporting, data rooms, and LP communications.
- Develop playbooks, templates, benchmarks, and best practices to enhance capital formation and investor engagement across the GP portfolio.
- Facilitate strategic introductions between partner GPs and prospective LPs and track fundraising progress and feedback.
- Portfolio Reporting, Valuation & Investment Monitoring (Secondary — analytical support)
- Help coordinate quarterly investor letters and portfolio commentary, including numbers, narrative, and process management.
- Maintain portfolio KPIs, dashboards, and GP data collection processes.
- Assist with periodic platform, fund, and asset-level reviews, including performance, fundraising, and strategic initiatives.
- Support financial diligence of partner firms, including reporting accuracy, distributions, and contract compliance.
- Monitor public comparables, private transaction activity, IPO markets, cost of capital, and other valuation inputs.
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