Investor Relations, Senior Associate - New York Life Insurance Company

$120,000 - $150,000

New York, NY, US

Hybrid - 3 days per week

Location Designation

Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $41 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. With offices in New York, Chicago, and Richmond, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Bring your passion for investing, client service, or operations to grow with Apogem.

The Business Development & Investor Relations Senior Associate will support professionals and assist in the creation and distribution of marketing and investment reporting materials relating to the firm and the firm's alternative investment capabilities as well as maintain, update and enhance the firm's marketing materials. Additionally, will perform special projects for the business development and investor relations' team as requested, particularly more data-oriented tasks and assisting in the creation of new marketing materials.

Responsibilities

Respond to requests from external sources such as clients, consultants and prospective clients requiring data-related information and written material on the firm and all investment products.
Maintain/update repository of data, charts, graphics, presentations, and written responses to be used for various marketing needs.
Apply advanced Excel knowledge and investment acumen to aggregate and manipulate data to create various performance exhibits and graphs that articulate the firm's key messages.
Assist in the production of quarterly client reports including the creation of graphs and checking of data.
Update online consultant and third-party databases with firm and investment information.
Develop an understanding Apogem's investment strategies and private markets trends and dynamics to assist in creating and updating marketing and client service materials.
Lead projects to improve client service, data and automation, and marketing materials.
Complete RFPs and RFIs for clients and prospects, synthesizing knowledge of the firm, its strategies, and competitive positioning with information about private markets trends to create a compelling submission.
Update marketing and client service presentation books as well as content on the firm's investor portal and data room on a regular basis.
Work within CRM system to maintain and improve client data and information. As needed, attend client and prospect meetings, take notes, and log interactions into CRM System.
Review the work of associates.

Qualifications

A Four-year college degree with a minimum of 5 - 7 years of industry experience
Must be bilingual in Korean and English
Experience in investment industry, preferably with a private markets investment manager in an investor relations capacity
Extreme attention to detail
Demonstrated success in the creation of high-quality PowerPoint marketing presentations
Power user in Excel (ability to navigate complicated spreadsheets, write formulas, create detailed charts, etc.)
Verbal, written communications skills and an ability to work with all levels of internal staff
Strong organizational skills must be able to multi-task and manage priorities
Demonstrated resourcefulness and initiative
Ability to work in a team-oriented culture and maintain a high-level of communication
Strong math skills and grasp of fundamental investment concepts