Analyst, Private Equity Real Assets

New-York-Life; Austin (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Adoption assistance

Student loan repayment

Leave programs

Job summary

Apogem Capital is seeking an Analyst to support the real assets team in sourcing, evaluating, and monitoring investments. The role offers exposure to private real assets, with a focus on direct equity co-investments and selective secondaries, based in Austin, TX, with a hybrid work model.

The Analyst will assist in deal sourcing, diligence, and performance reporting, interacting with investment professionals and senior leadership.

Qualifications

• Experience in investment diligence and portfolio monitoring.
• Strong analytical and quantitative skills.
• Ability to communicate findings clearly to investment committees.

Responsibilities

• Sourcing and screen investments; generate team pipeline and forward calendar.
• Support deal team in diligence and documentation; attend meetings.
• Prepare investment memos and assist with quantitative analysis.
• Monitor investments and track capital calls and distributions.
• Collaborate with other teams; integrate AI into workflows.

Skills

Sourcing investments

Investment screening

Industry research

Financial modeling

Communication

Cross-team collaboration

Education

Bachelor's degree in Finance/Accounting/Related field

Tools

Excel

PowerPoint

Job description

Job DescriptionRequisition ID94568DepartmentApogem CapitalJob FunctionApogem CapitalLocationAustin,Texas,United StatesRole Location DesignationHybrid - 4 days per weekCompany name: Apogem CapitalLocation Designation: Hybrid - 4 days per weekWith offices in New York, Chicago, Austin, and Richmond, Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $43 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative equity and credit solutions to private equity sponsors and portfolio companies while generating access to highly sought-after investment opportunities for our clients. At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits.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 Responsibility1. Sourcing and investment screeninga. Review industry news daily and enter new investments into proprietary databaseb. Own database management, including generation of team’s pipeline andforward calendarc. Perform industry and strategy market mappingd. Attend prospective manager meetings and calls. Generate meeting notes and quick screen evaluationse. Present investment evaluation findings in weekly team meetingsf. Attend industry conferences2. Diligence supporta. Support deal team in assessment of investment opportunitiesb. Support senior investment professionals in diligence documentationc. Attend investment committee meetings and own documentation of commitments and approvalsd. Opportunity to increasingly lead aspects of investment diligence including creation/drafting of investment memos, quantitative analysis, etc.3. Performance reporting and portfolio monitoringa. Complete post-closing documentation for new investmentsb. Monitor investments on a regular basis, capturing relevant datac. Track capital call and distribution activity and forecastsd. Monitor investment performance and track AGM and LPAC participation4. Marketing and client service supporta. Support marketing and other various requests from existing and prospective investorsb. Support client service in development of existing and prospective investorcommunications5. Organizationa. Support special project work as neededb. Collaborate with other Apogem investment teams to develop best practices, share diligence findings, etc.c. Integrate AI into workflowsPay TransparencySalary range: $80,000-$100,000Overtime eligible: ExemptDiscretionary bonus eligible: YesSales bonus eligible: NoActual 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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.Our Commitment to InclusionAt New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.All Candidates Please Click HereJob Requisition ID: 94568Read More