Associate, Private Equity

Location

Hybrid - 4 days per week

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.

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.

• 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

• 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 work streams 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
• Travel required (conference attendance, AGM attendance, diligence trips, NYC office, etc.)
• Please note any connectivity to the Richmond area in your cover letter

• Advanced proficiency in Microsoft Excel, PowerPoint, and Word
• Working knowledge of Deal Cloud 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

Job Level: GRADE 23

Pay Transparency

Salary range: $110,000 - $120,000 + bonus eligible

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.