Company name: Apogem Capital
Location Designation: Hybrid - 4 days per week
Role Overview
The Business Development / Investor Relations (BD/IR) team is responsible for serving the needs of Apogem
Capital's existing and prospective client base. The Vice President will play an important role in the firm's
Private Credit activities, working closely with investment professionals and other members of the IR team, as
well as colleagues across sales, operations, business intelligence, and other functions, to support fundraising,
investor relations, and product-related initiatives.
What You'll Do
Fundraising Management
• Manage multiple fundraising processes, including pipeline activity, investor diligence, key follow-ups,
and new client onboarding, while identifying bottlenecks and keeping key deliverables on track
• Work closely with other members of the BD/IR team and colleagues across investment, sales, legal,
compliance, and other functions to coordinate diligence and address fund terms, marketing
restrictions, and other fundraising requirements
Workstream Support
• Review key team deliverables for accuracy, consistency, and clarity, providing constructive feedback
and guidance where appropriate
• Help prioritize and coordinate workstreams, follow up on open items, and support timely, high-quality
execution across the team
Fundraising Materials
• Develop and refine presentations, DDQs, RFPs, case studies, data room materials, investor responses,
and other fundraising content
• Translate investment concepts, portfolio developments, performance, and market dynamics into clear
and compelling investor-facing messaging
Investor Support
• Participate in client and consultant meetings, diligence sessions, and other investor interactions,
supporting senior relationship owners as appropriate
• Respond to investor requests, coordinate follow-up, and maintain relevant client and prospect activity
within the CRM
Market Intelligence
• Analyze investment, portfolio, performance, and fundraising data, and monitor competitor activity, investor sentiment, and broader market trends • Use market and investor insights to support product strategy, positioning, fundraising efforts, and new product initiatives • Build deep knowledge of Apogem's Private Credit strategies while developing familiarity with the firm's broader private markets platform
What You'll Bring
• Six to nine years of progressive experience in investor relations, fundraising/capital formation, product
management, client service, or a related role within alternative asset management, investment
banking, a placement agent, or another relevant financial institution
• Demonstrated experience supporting fundraising and institutional investor diligence, with a strong
understanding of fundamental investment concepts and the ability to translate complex investment
topics into clear, compelling messaging
• Strong analytical, project management, and organizational skills, with sound judgment and the ability
to manage multiple priorities and deadlines
• Professional presence and confidence interacting with clients, consultants, investment professionals,
and other senior stakeholders
• Ability to review team deliverables, provide constructive guidance, and maintain high standards for
quality and accuracy
• Advanced proficiency in PowerPoint, Excel, and Word, along with experience working with CRM
systems
• Collaborative approach with a high level of integrity, accountability, and attention to detail
• FINRA SIE, Series 7, and Series 63 qualifications preferred at hire; candidates who have not completed
them should be prepared to do so within six months of joining
Preferred Qualifications
• Direct experience within private credit (e.g., manager, placement agent), including familiarity with
direct lending strategies, portfolio performance, competitive positioning, and market dynamics
• Experience reviewing financial analyses, performance calculations, and supporting models used in
investor-facing materials
Pay Transparency
Salary range: $165,000-$175,000
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: 94846
