Investments Lead Coordinator

Apogem Capital LLC; Richmond (VA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

Tuition reimbursement

Flexible summer hours

Lunch and snacks provided

Job summary

Apogem Capital LLC seeks a motivated professional to enhance the effectiveness of its private equity investment function in Richmond, Virginia. You will play a key role in improving team operations and decision-making processes while analyzing data to identify trends important for successful investments.

Candidates should have a BA/BS/BBA and 2 to 5 years experience in related fields. Apogem offers a hybrid work environment with various unique benefits including 401(k) matching and tuition reimbursement.

Qualifications

• 2 to 5 years of experience in consulting, project management, or investment-related roles.
• Familiarity with private markets preferred.
• Ability to initiate and lead change management.

Responsibilities

• Coordinate internal investment team meetings and document outcomes.
• Analyze data to identify trends for investment decision-making.
• Optimize investment team processes using technology.

Skills

Organizational skills

Analytical skills

Interpersonal skills

Proactive mindset

Education

BA/BS/BBA

Tools

DealCloud

Excel

Tableau

AI tools

Job description

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 Opportunity

Support the effectiveness and scalability of the private equity investment function at a high quality, growing alternative investment manager.

Play a central role in improving how the investment team operates, communicates, and makes decisions.

What You’ll Do

Investment Team Coordination & Information Flow

• Own the preparation and execution of internal investment team meetings and key forums, ensuring materials, data, and participants are aligned in advance
• Prepare materials and context to enable productive discussions, synthesizing key investment insights and highlighting areas for focus
• Capture, structure, and maintain investment insights, decisions, and themes in a clear and actionable format
• Ensure timely communication of outputs and track follow‑ups to drive continuity and accountability across discussions
• Act as a central point of coordination across the team, proactively identifying gaps and ensuring the team is prepared, aligned, and operating effectively
• Maintain and enhance DealCloud as the system of record for pipeline and relationship management
• Capture investment activity, relationship insights, and decision rationale in a structured format
• Ensure high‑quality, consistent data to support reporting and decision‑making

Conference & Relationship Coverage

• Oversee conference and annual meeting coverage and prioritization
• Analyze attendee lists and historical interactions to help prioritize key relationships
• Align internal coverage with team priorities and maintain visibility across engagements

Data Analysis & Insight Generation

• Analyze data across CRM, pipeline activity, and external engagement to identify trends and patterns
• Proactively identify trends, gaps, and opportunities, and surface actionable recommendations to support investment decision‑making
• Integrate data from multiple sources to generate forward‑looking insights and improve team prioritization

Project Management & Tech‑Enabled Process Improvement

• Translate strategic initiatives into structured, repeatable workflows
• Own continuous optimization of investment team processes, identifying inefficiencies and implementing improvements
• Leverage technology (DealCloud, AI tools, automation) to enhance workflows
• Identify and implement opportunities to automate manual processes and improve scalability across the investment platform

What You’ll Bring

• BA/BS/BBA required with 2 to 5 years of experience in consulting, project management, or investment‑related roles
• Strong organizational and analytical skills
• Familiarity with private markets preferred
• Proactive, systems‑oriented mindset
• Ability to initiate and lead change management
• Proactive, resourceful, and able to take initiative in a fast‑paced environment
• Collaborative team player with strong interpersonal skills
• High attention to detail and strong work ethic
• Limited travel required

Technical & Data Skills

• Experience with CRM systems (e.g., DealCloud)
• Strong data analysis capabilities (e.g., Excel, Tableau or similar tools)
• Familiarity with AI and automation tools (e.g., Hebbia, ChatGPT, OtterAI)
• Advanced proficiency in Excel, PowerPoint, and Word

Job Level: GRADE 25

Pay Transparency

Salary range: $80,000 - $110,000

Discretionary bonus eligible: Yes

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.

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.

Perks and Benefits

Our Hybrid work environment provides flexibility and balance, allowing you to find your work life harmony.

Fuel Your Day

Enjoy lunch and snacks on us! When on‑site, choose from a variety of lunch vendors and take advantage of in‑house snack options in our fully stocked pantry.

We Invest in Your Future

Our competitive 401(k) match program and variable company contributions are designed to help you secure your financial future.

Take advantage of our tuition reimbursement program to further your education and advance your career with job‑related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.

Disclaimer 1 : Variable company contributions, if any, are discretionary contributions determined annually by the Company’s Board of Managers, and are currently only available to employees below a specified grade level. In the event of a conflict between this information and the Plan document, the Plan document governs. The Company reserves the right to amend or terminate the Plan at any time.