Investments Lead Coordinator

Private Equity Investment Coordinator

Location Designation:
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.

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

Investment Team Coordination & Information Flow

• 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

Pipeline, CRM & Data Management

• Maintain and enhance Deal Cloud 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

Conference & Relationship Coverage

• 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

Data Analysis & Insight Generation

• 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

Project Management & Tech-Enabled Process Improvement

• Translate strategic initiatives into structured, repeatable workflows
• Own continuous optimization of investment team processes, identifying inefficiencies and implementing improvements
• Leverage technology (Deal Cloud, AI tools, automation) to enhance workflows
• Identify and implement opportunities to automate manual processes and improve scalability across the investment platform

• 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
• Limited travel required

Technical & Data Skills

• Experience with CRM systems (e.g., Deal Cloud)
• 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

Job Level: GRADE 25

Pay Transparency

Salary range: $80,000 - $110,000

Overtime eligible:
Exempt

Discretionary bonus eligible:
Yes

Sales bonus eligible:
No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.