SMA Senior Associate - Analytics & Automation

Apogem Capital; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Leave programs

Adoption assistance

Student loan repayment

Job summary

Apogem Capital in New York seeks an Associate/Senior Associate to support the growth of its private equity Separately Managed Accounts (SMAs) platform. The role involves portfolio analytics, construction insights, and collaboration across various teams.

The ideal candidate has 2–4 years of experience in asset management or related fields, strong analytical skills, and advanced proficiency in Excel. Competitive salary and benefits package offered.

Qualifications

• 2–4 years of experience in private equity, asset management, fund administration, or accounting.
• Strong analytical and quantitative skills.
• Experience in modeling and performance analysis.

Responsibilities

• Develop and deliver analytics for portfolio construction decisions.
• Monitor deployment pacing across SMA portfolios.
• Oversee data integrity of portfolio metrics.

Skills

Portfolio analytics

Quantitative analysis

Excel

PowerPoint

Database management

Education

Bachelor’s degree in finance, data analytics, economics, accounting, or related field

Tools

DealCloud

iLevel

Job description

Apogem Capital in New York seeks an Associate/Senior Associate to support the growth of its private equity Separately Managed Accounts (SMAs) platform. The role involves portfolio analytics, construction insights, and collaboration across various teams.

The ideal candidate has 2–4 years of experience in asset management or related fields, strong analytical skills, and advanced proficiency in Excel. Competitive salary and benefits package offered.