New York Life Insurance Co

Associate, Investor Relations

New York Life Insurance Co • $100K — $115K *
Chicago, IL 60629In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Four-year college degree in a related field
  • 1-4 years of experience in the investment industry
  • Strong analytical, problem-solving, and organizational skills
  • Excellent written and verbal communication abilities
  • Proven ability to multi-task and manage workload effectively
  • Attention to detail and a robust work ethic
  • Familiarity with AI tools for productivity enhancement
  • Advanced skills in PowerPoint, along with proficiency in Word and Excel

Responsibilities

  • Respond promptly to custom requests from clients and consultants
  • Create and refine client-ready PowerPoint presentations
  • Maintain an organized repository of marketing materials and data
  • Update quarterly marketing materials and investor presentations
  • Prepare tailored presentations for client meetings and updates
  • Ensure data room for prospective investors is accurate and current
  • Complete client RFPs and RFIs by synthesizing firm knowledge and market insights
  • Utilize CRM to manage and improve client information
  • Track project deliverables through a workflow system
  • Update third-party databases with firm and investment details
  • Support various special projects as needed
  • Collaborate cross-functionally with sales, investment, and compliance teams

Benefits

  • Comprehensive benefits package including leave programs and adoption assistance
  • Student loan repayment programs
  • Ongoing refinement of benefits based on employee feedback
  • Focus on supporting a modern workforce
  • Opportunities for professional development and personal growth
Full Job Description
Company name: Apogem Capital

Alternate locations: Richmond, VA (Virginia)

The Investor Relations (IR) team is responsible for serving the needs of the existing and prospective client base of Apogem Capital. The IR team member is responsible for the creation, update, and distribution of marketing and investment reporting materials relating to the firm and the firm's investment capabilities. The IR team member will act as a product specialist with a focus on the Firm's direct lending strategy. The IR team member is also responsible for responding to inbound custom requests from clients, as well as sales and investment professionals. This individual will be responsible for executing on an increasing number of tasks with a high level of responsiveness, timeliness, and accuracy. The IR employee will learn through shadowing other team members, taking initiative, and proactively taking on more challenging work.

What You'll Do
  • Quickly and accurately respond to requests from external constituents including clients, consultants, placement agents, and prospective clients requiring data-related information and written material on the firm and its investment products with a focus on private credit capabilities
  • Develop and refine client-ready PowerPoint presentations, including both building materials from scratch and enhancing existing content with clear, high-quality visuals
  • Update and maintain repository of charts, data, graphics, and written responses to be used for various marketing needs
  • Update quarterly marketing materials and investor presentations
  • Prepare custom presentations for client update meetings, annual general meeting, advisory committee meetings, etc.
  • Ensure the firm's data room for prospective investors is populated and remains up to date
  • Complete RFPs and RFIs for clients and prospects, using existing materials, synthesizing knowledge of the firm, its strategies, and competitive positioning with information about private markets trends to create a compelling submission
  • Work within CRM system to maintain and improve client data and information.
  • Track client deliverables and other projects through workflow monitoring system
  • Update online consultant and third-party databases and Apogem data room for prospective investors with firm and investment information
  • Provide support for various special projects
  • Use AI tools to enhance efficiency and quality in presentation development, data analysis, and written responses
  • Work effectively with other teams including sales team, investment team, business intelligence and data team, operations, compliance, and legal


What You'll Bring
  • Four-year college degree in related field
  • One to four years' experience preferably within the investment industry
  • Robust analytical, problem-solving, and organizational skills
  • Excellent written and verbal communication skills
  • Ability to multi-task and proactively manage time and workload efficiently
  • Strong work ethic and attention to detail
  • Comfort using AI tools to improve productivity, streamline workflows, and enhance output quality
  • Advanced PowerPoint skills, including the ability to build polished, client-ready presentations and visuals from scratch; proficiency in Word and Excel


Preferred Skills
  • Solid understanding of investment management and private markets
  • Understanding of private credit and direct lending, including key structures, participants, and market trends
  • Strong marketing intelligence

#LI-AM1

Pay Transparency

Salary range: $100,000 - $115,000

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: 93704

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
Finance & Insurance
Founded
1845
* Ladders Estimates

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