Assistant Vice President of Strategy

New-York-Life; New York (NY); Hybrid; USD 120,000 - 135,000; Full time

Job summary

Apogem Capital, within New York Life Investment Management, seeks an experienced Assistant Vice President of Strategy to drive operations integration and growth initiatives. You will coordinate cross‑functional programs, define requirements, and support new product development and onboarding.

The role uses market research, competitive benchmarking, and financial modeling to inform leadership decisions. Expect up to 10% travel; a background in investment management and a proactive,

Qualifications

• Bachelor’s degree required with strong academic record.
• 5-6 years overall experience; 3+ years in investment management or consulting in product development and strategy.
• Strong knowledge of investment management, operations, and regulatory guidelines.
• Excellent communication and analytical skills.
• Willing to travel 10%

Responsibilities

• Lead cross-functional program management of large-scale operations and technology transformation initiatives.
• Identify and mitigate risks, manage dependencies, and establish governance.
• Partner with investment, operations, and technology teams to define requirements.
• Perform market research and develop perspectives on strategic industry developments.
• Support competitive benchmarking and develop financial models for impact.
• Assist with design of cross-functional processes to support growth.
• Develop materials for leadership decisions in firmwide committees.

Skills

Strategic mindset

Program management

Analytical skills

Team player

Travel readiness

Education

Bachelor’s degree

Job description

Location Designation: Hybrid - 3 days per week

About Apogem Capital

Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.

Apogem Capital operates within the NewYork Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.

About The Job

Apogem Capital is hiring an experienced Assistant Vice President of Strategy to primarily support the execution of its operations integration and business growth strategy initiatives. This position will report to the Vice President of Strategy. This role will entail providing program management and competitive benchmarking support for key business transformation initiatives (e.g., high impact new product development & implementation, fund administration services onboarding), process re-engineering and operating model design to support business growth. This position requires experience in investment management industry with exposure to AI/ML capabilities for market research, technology, operations, a strategic mindset, and the ability to work collaboratively across business functions.

What You’ll Do:

Program Management

• Lead cross-functional program management of large-scale operations and technology transformation initiatives (e.g., fund administrator onboarding, implementing shadow books and records, post-merger integration)
• Identify and mitigate risks, manage dependencies, and establish program governance structure and cadences to track milestones, elevate issues, and ensure accountability across key stakeholders through execution of major transformation and integration programs
• Partner with investment, operations, and technology teams to define, document, and prioritize business requirements that support strategic transformation, technology enablement, and support new platform evaluations where applicable

Strategy Execution

• Perform market research and support development of perspectives on strategic implications of key developments in the industry – new products, competitor actions, regulatory changes etc. and how they apply to Apogem Capital
• Support competitive benchmarking to evolve existing product solutions in terms of pricing, fund structures, tax efficiency etc. and develop financial models to determine the short-term and long-term impact of new product initiatives
• Assist with design of cross-functional processes to support business growth (e.g., new product development for institutional and retail channels, RFP/DDQ response processes) and evolve existing operating models to support growth
• Assist with development of materials to support leadership decisions in firmwide committees such as Product Management & Steering Committee meetings, Operating Working Group meetings, etc.

What You’ll Bring:

• High level of intellectual curiosity with a desire to develop and implement innovative new product solutions
• Self-starter, independent thinker, and pro‑active with a keen sense of ownership and commitment to the work, and a passion to deliver results
• Team player and can accept substantial individual responsibility to proactively create value for the team and others

Qualifications

• Bachelor’s degree required with a strong record of academic achievement
• Minimum of 5-6 years of overall experience, with 3+ years in top‑tier investment management or consulting firm in a product development and strategy capacity
• Good understanding of the investment management industry, investment operations, regulatory guidelines, and headwinds impacting private credit and private equity investment strategies
• Strong problem‑solving, quantitative, and analytical skills
• Excellent written and verbal communication skills with the ability to produce clear, decision‑oriented materials
• Meticulous attention to detail, accuracy, and drive to deliver high‑quality work
• Strong project and process management skills with the ability to manage multiple workstreams and priorities concurrently
• Willing to travel 10% of time

Pay Transparency

• Salary range: $120,000 -$135,000
• 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.

Our Commitment to Inclusion

At 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. 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.