Company name: Apogem Capital
Alternate locations: Richmond, VA (Virginia); New York, NY (New York)
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 an initial focus on one or two private equity capabilities and then may rotate coverage responsibility. 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
- Update and maintain repository of presentations, data, charts, graphics, and written responses to be used for various marketing needs
- Update all 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
- 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
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
Preferred Skills:- Solid understanding of investment management and private markets
- Strong marketing intelligence
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Pay TransparencySalary range: $90,000 - $120,000
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 BenefitsWe 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: 94345
