Investor Relations Associate, Private Markets & Clients

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

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.