Associate, Investor Relations

New York Life; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

Apogem Capital seeks an Investor Relations team member to support data-heavy materials and client requests. You will manage presentations, reformulate responses, and maintain the data room for prospective investors with accuracy and timeliness.

You will collaborate with sales, investment, BI, and operations teams, ensuring CRM data quality and effective communications across platforms. A four-year degree and 1–4 years in investment is preferred.

Qualifications

• 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.

Responsibilities

• Respond quickly and accurately to data requests from 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

Skills

Investment industry experience

Analytical skills

Problem-solving

Organizational skills

Written and verbal communication

Multi-tasking

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Company name: Apogem Capital

Alternate locations: Richmond, VA (Virginia); New York, NY (New York)

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.

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

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

• leave programs
• adoption assistance
• student loan repayment programs

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.

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