What are the responsibilities and job description for the Associate, Client Operations position at Apogem Capital?
Company name: Apogem Capital
Location Designation: Hybrid - 3 days per week
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
The Associate’s primary responsibility will be to respond quickly and accurately to all inquiries from both internal and external clients. This position must work closely with individuals across the organization and process client transactions correctly and within tight time constraints.
What You'll Do
Salary range: $70,000 - $75,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: No
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.
Our Benefits
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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. Click here to 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.
All Candidates Please Click Here
Job Requisition ID: 93838
Location Designation: Hybrid - 3 days per week
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
The Associate’s primary responsibility will be to respond quickly and accurately to all inquiries from both internal and external clients. This position must work closely with individuals across the organization and process client transactions correctly and within tight time constraints.
What You'll Do
- Communicate directly with clients regarding their accounts and questions they may have by providing timely and accurate responses.
- Work with incoming clients to process legal and compliance documentation in line with industry regulations under time sensitive constraints.
- Enter all client data and updates to internal systems (CRM and client portals) quickly and accurately so the firm is using the most up to date information.
- Manage investor reporting and communications, including report distribution, investor notices, and ad hoc requests in coordination with fund administrators and internal teams
- Partner cross-functionally to resolve client issues, track requests, and ensure a seamless client experience
- Drive operational efficiency through process improvements, data quality controls, and system enhancements
- 4-year undergraduate degree preferred
- Minimum 3 years of experience in client/customer response role required
- Strong Excel, Word, Power Point and demonstrated data management skills
- Strong work ethic
- Ability to multi-task
- Has experience with new procedures and system implementation
- Ability to work within a team
- Exceptional organizational skills and attention to detail
- Strong verbal and written communication skills
- Prior alternative investment experience preferred but not required
Salary range: $70,000 - $75,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: No
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.
Our Benefits
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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. Click here to 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.
All Candidates Please Click Here
Job Requisition ID: 93838
Salary : $70,000 - $75,000