Associate, Investor Relations

Financeroles; Chicago (IL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus eligible

Hybrid work model

Job summary

Apogem Capital is seeking a Associate on the BD/IR team to support fundraising and investor relations for private credit. You will prepare client-ready materials, maintain data rooms, and collaborate with sales, investment and operations teams.

The role emphasizes data-driven presentations, RFP/RFI completion, and leveraging AI tools to enhance efficiency. Hybrid work model, with strong emphasis on client service and market insights.

Qualifications

• Four-year college degree required.
• 1–4 years’ experience in investment industry preferred.
• Strong analytical and communication skills.
• Proactive, detail-oriented, and able to manage multiple tasks.

Responsibilities

• Respond to requests from clients and prospects with data and materials.
• Develop client-ready PowerPoint presentations and visuals.
• Maintain charts, data, graphics, and written responses for marketing use.
• Update quarterly marketing materials and investor presentations.
• Prepare custom presentations for client meetings and committee meetings.

Skills

Analytical reasoning

Problem solving

Organizational skills

Written communication

Verbal communication

Time management

AI tools proficiency

Advanced PowerPoint

Education

Four-year college degree in related field

Tools

PowerPoint

Word

Excel

CRM system

Data room management

AI tools

Job description

Company name: Apogem Capital

Location Designation:Hybrid - 4 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 December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.

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

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 Associate will play an important role in the firm's Private Credit activities, working closely with investment professionals and other members of the BD/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

• 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

Pay Transparency

Salary 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 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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

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. 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.