Data Analytics, Sr. Associate

Company name: Apogem Capital

Location Designation:Hybrid - 3 days per week

At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity.

Apogem Capital, leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.

At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.

If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visit Apogem Capital.

The Data Analytics Senior Associate will sit within Apogem's Information Technology Data Analytics team and report to the Director of Data Analytics. This role is equal parts builder, optimizer, and steward of the firm's CRM environment. The Senior Associate will contribute to the ongoing development and refinement of CRM infrastructure, ensuring it is well-structured, reliable, and aligned with the needs of Investor Relations, Business Development, and Investment Teams. This individual will be responsible for maintaining high standards of data integrity, optimizing reporting capabilities, and supporting the delivery of accurate, actionable insights to key stakeholders across the organization.

What You'll Do:

• Support CRM Development: Contribute to the design, enhancement, and governance of our CRM data structure to ensure it effectively supports the firm's capital raising, investor engagement, and deal lifecycle management.
• Deliver Reporting & Insights: Develop and maintain accurate, insightful dashboards and reports that support Investor Relations, Business Development, Investment Teams, and firm leadership in making data-informed decisions.
• Support Deal and Pipeline Visibility: Partner with investment professionals to ensure that deal-related data is accurately captured and reflected in CRM systems, enabling clear visibility into pipeline status, transaction progress, and strategic priorities.
• Ensure Data Quality & Consistency: Uphold rigorous data standards across all CRM-related workflows. Conduct regular audits, implement validation controls, and resolve discrepancies to maintain trust in reporting outputs.
• Enhance Operational Efficiency: Identify and implement improvements to streamline data management, reduce manual processes, and improve access to key information across teams.
• Act as a CRM Resource: Serve as a knowledgeable internal resource for CRM-related reporting, analytics, and system usage, helping stakeholders translate business needs into reliable, data-driven solutions.

What You'll Bring:

• Bachelor's degree in a quantitative or business-related field such as Finance, Economics, Business Analytics, Information Systems, or a related discipline; advanced degree a plus
• 1 - 3 years of professional experience in a CRM, data analytics, or operations role-ideally within financial services, investment management, or a similarly data-sensitive environment
• Familiarity with CRM platforms (e.g., DealCloud, Salesforce, Microsoft Dynamics, or equivalent), with an understanding of how these systems support relationship management and business development
• Strong analytical skills and experience working with structured data; ability to draw insights from data and present findings clearly to non-technical audiences
• Meticulous attention to detail, particularly around data quality, reporting accuracy, and documentation
• Effective communication and collaboration skills, with a demonstrated ability to support cross-functional teams and senior stakeholders
• A proactive, solutions-oriented mindset with a commitment to continuous improvement and operational excellence

Pay Transparency

Salary range:$125,000 - $150,000

Overtime eligible:Exempt

Discretionary bonus eligible:Yes

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 theFoundation.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.

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Job Requisition ID:91951