New York Life Insurance Co

Analyst, Private Equity Real Assets

New York Life Insurance Co$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, or related field
  • 1-3 years of experience in investment analysis or similar role
  • Strong analytical and quantitative skills
  • Proficient in database management and Microsoft Office tools
  • Excellent communication and presentation abilities
  • Familiarity with the alternative investment management landscape

Responsibilities

  • Source and screen investment opportunities
  • Manage and update proprietary investment database
  • Conduct market mapping and track industry news
  • Provide support in investment diligence and reporting
  • Monitor portfolio performance and investment documentation
  • Assist in client service and marketing efforts
  • Collaborate with other investment teams and integrate AI workflows

Benefits

  • Comprehensive benefits package including leave programs
  • Adoption assistance and student loan repayment programs
  • Continuous refinement and addition of benefits based on employee feedback
  • Hybrid work model with four days in the office
  • Supportive and inclusive company culture committed to professional development
Full Job Description
Company name: Apogem Capital

Location Designation: Hybrid - 4 days per week

The Opportunity:

The Analyst will work in the alternative investment management industry at a high-quality, growing firm and will gain exposure to private real assets. The Analyst will support the real assets team in the sourcing, evaluation, and monitoring of investments.

Apogem's dedicated private real assets team has raised and deployed three funds, representing over $1 billion of capital, since launching in late 2014. The team is actively investing out of its fourth fund and is based in Austin, Texas, a market at the center of the convergence of energy and technology.

The strategy is highly opportunistic and value-oriented, with a focus on direct equity co-investments as well as selective secondary opportunities. It seeks to provide sector diversification through investments in energy, infrastructure, agriculture, mining, and related services.

The mandate seeks to generate high absolute returns, targeting a 2.0x MOIC and 20% IRR, along with significant yield.

The Analyst will have the opportunity to interact with all levels of equity and credit investment professionals and members of Apogem Capital's Senior Leadership Team. Apogem is a diverse, inclusive, and collaborative environment with people who are committed to helping develop the Analyst's skills and experience in private equity.

Key Areas of Responsibility

1. Sourcing and investment screening

a. Review industry news daily and enter new investments into proprietary database

b. Own database management, including generation of team's pipeline and

forward calendar

c. Perform industry and strategy market mapping

d. Attend prospective manager meetings and calls. Generate meeting notes and quick screen evaluations

e. Present investment evaluation findings in weekly team meetings

f. Attend industry conferences

2. Diligence support

a. Support deal team in assessment of investment opportunities

b. Support senior investment professionals in diligence documentation

c. Attend investment committee meetings and own documentation of commitments and approvals

d. Opportunity to increasingly lead aspects of investment diligence including creation/drafting of investment memos, quantitative analysis, etc.

3. Performance reporting and portfolio monitoring

a. Complete post-closing documentation for new investments

b. Monitor investments on a regular basis, capturing relevant data

c. Track capital call and distribution activity and forecasts

d. Monitor investment performance and track AGM and LPAC participation

4. Marketing and client service support

a. Support marketing and other various requests from existing and prospective investors

b. Support client service in development of existing and prospective investor

communications

5. Organization

a. Support special project work as needed

b. Collaborate with other Apogem investment teams to develop best practices, share diligence findings, etc.

c. Integrate AI into workflows

Pay Transparency

Salary range: $80,000-$100,000

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.

Our Benefits

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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Job Requisition ID: 94568

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Founded
1845

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