Vice President, Investor Relations

New York Life Insurance Company; Chicago (IL); On-site; USD 165,000 - 175,000; Full time

Job summary

Apogem Capital seeks a Vice President to support fundraising and investor relations for its Private Credit activities. You will work with investment professionals, the BD/IR team, and cross-functional partners to advance client onboarding, diligence, and product initiatives.

Strong communication, detail-orientation, and market insight are essential for success in this role. You will translate complex investment topics into compelling investor messaging, prepare materials, and interact with

Qualifications

• Experience supporting fundraising and investment diligence.
• Ability to translate complex investment topics into clear messaging.
• Strong analytical, project mgmt and organizational skills.
• Professional presence with clients and senior stakeholders.
• Ability to review team deliverables and maintain quality.

Responsibilities

• Manage multiple fundraising processes and client onboarding.
• Coordinate diligence and address fund terms and marketing restrictions.
• Review deliverables for accuracy and clarity; provide guidance.
• Develop investor-facing content: presentations, DDQs, RFPs, case studies.
• Support investor meetings and CRM activity; monitor market trends.

Skills

Investor relations

Fundraising

Product messaging

PowerPoint

Excel

CRM systems

Project management

Stakeholder management

Education

FINRA SIE

Series 7

Series 63

Tools

PowerPoint

Excel

Word

CRM systems

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.

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

• Manage multiple fundraising processes, including pipeline activity, investor diligence, key follow-ups,and new client onboarding, while identifying bottlenecks and keeping key deliverables on track
• Work closely with other members of the BD/IR team and colleagues across investment, sales, legal, compliance, and other functions to coordinate diligence and address fund terms, marketing restrictions, and other fundraising requirements

Workstream Support

• Review key team deliverables for accuracy, consistency, and clarity, providing constructive feedback and guidance where appropriate
• Help prioritize and coordinate workstreams, follow up on open items, and support timely, high-quality execution across the team
• Develop and refine presentations, DDQs, RFPs, case studies, data room materials, investor responses, and other fundraising content
• Translate investment concepts, portfolio developments, performance, and market dynamics into clear and compelling investor-facing messaging

Investor Support

• Participate in client and consultant meetings, diligence sessions, and other investor interactions, supporting senior relationship owners as appropriate
• Respond to investor requests, coordinate follow-up, and maintain relevant client and prospect activity within the CRM
• Analyze investment, portfolio, performance, and fundraising data, and monitor competitor activity, investor sentiment, and broader market trends
• Use market and investor insights to support product strategy, positioning, fundraising efforts, and new product initiatives
• Build deep knowledge of Apogem’s Private Credit strategies while developing familiarity with the firm’s broader private markets platform

What You’ll Bring

• Six to nine years of progressive experience in investor relations, fundraising/capital formation, product management, client service, or a related role within alternative asset management, investment banking, a placement agent, or another relevant financial institution
• Demonstrated experience supporting fundraising and institutional investor diligence, with a strong understanding of fundamental investment concepts and the ability to translate complex investment topics into clear, compelling messaging
• Strong analytical, project management, and organizational skills, with sound judgment and the ability to manage multiple priorities and deadlines
• Professional presence and confidence interacting with clients, consultants, investment professionals, and other senior stakeholders
• Ability to review team deliverables, provide constructive guidance, and maintain high standards for quality and accuracy
• Advanced proficiency in PowerPoint, Excel, and Word, along with experience working with CRM systems
• Collaborative approach with a high level of integrity, accountability, and attention to detail
• FINRA SIE, Series 7, and Series 63 qualifications preferred at hire; candidates who have not completed them should be prepared to do so within six months of joining

Preferred Qualifications

• Direct experience within private credit (e.g., manager, placement agent), including familiarity with direct lending strategies, portfolio performance, competitive positioning, and market dynamics
• Experience reviewing financial analyses, performance calculations, and supporting models used in investor-facing materials

Pay Transparency

Salary range:$165,000-$175,000

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.

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. 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 .

Nearest Major Market

Chicago

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