2027 Summer Analyst – Client & Product Solutions

Position Overview

The Client & Product Solutions (CPS) team leads the marketing and fundraising efforts for the firm's equity, credit, and real assets offerings. CPS serves as the connective tissue between Apollo's investment capabilities and the global investor community — spanning institutional, wealth, marketing, and product channels.

Team Placement & Primary Responsibilities

• Global Wealth Management Solutions (GWMS) Sales:
  • Develop broad knowledge of the private wealth landscape, alternative investments, and Apollo's fund offerings while supporting the team's fundraising and client engagement efforts.
  • Support marketing efforts by helping the team with presentations, pitch materials, and handling ad-hoc requests.
  • Maintain, update, and analyze client information using Salesforce CRM.
  • Generate reports and analyze sales data to track progress and identify areas for improvement; leverage a variety of tools to add value including Apollo Intelligence (AI).
  • Support informational requests from the team, identifying sensitivities and potential issues.
  • Develop knowledge across funds marketed in GWMS channel, and demonstrate presentation skills via frequent pitches (to internal team).
  • Possess investment acumen and develop knowledge of Apollo's positioning, holdings, competitive edge and overall investment results across the capital structure.
  • Possess investment acumen and develop knowledge of Apollo's positioning, holdings, competitive edge and overall investment results across the capital structure.
  • Possess investment acumen and develop knowledge of Apollo's positioning, holdings, competitive edge and overall investment results across the capital structure.
• Institutional Client Group (ICG) Sales:
  • Manage Apollo's relationships with institutional investors globally — including pension funds, sovereign wealth funds, endowments, foundations, and insurance companies.
  • Support sales and product teams by preparing presentations, pitch materials, ad-hoc requests, and bespoke projects focused on strategy and sales.
  • Aid in client communications, ensuring timely follow-up, and coordinating with Marketing and Communications to distribute thought leadership materials.
  • Customize marketing content and talking points for investor meetings, conferences, and roadshows.
  • Coordinate group investor meetings and roadshows, ensuring smooth execution.
  • Compile market data and incorporate research into investor presentations and marketing materials.
  • Write and review meeting memos, and assist with preparation for client meetings and pitches.
  • Maintain accurate and up-to-date CRM records for potential fund launches and investor relationships (Salesforce).
  • Generate reports and analyze sales data to track progress, measure performance, and identify areas for improvement.
  • Develop investment acumen by building knowledge of Apollo's positioning, holdings, competitive strengths, and results across the capital structure.
  • Gain exposure to strategic thinking processes and learn to communicate complex financial concepts simply and effectively.
  • Work collaboratively across Apollo teams, contributing to firm-wide goals and fostering a team-oriented culture.
• Product Management:
  • Drive fundraising strategy and strategic business initiatives, draft investor communications and thought leadership, and launch new products and initiatives.
  • Combine people skills, project management, and commercial capabilities with strong technical knowledge of markets and investments.
  • Build product and market knowledge, learn to communicate complex financial concepts clearly and effectively.
  • Draft client facing collateral, including fund/investor presentations, white papers, quarterly reports, annual meeting decks, conference presentations, and meeting decks.
  • Partner with senior Product Specialists to prepare custom talking points and materials for investor meetings and conferences.
  • Assist senior executives with strategic business projects and firmwide initiatives.
  • Respond to investor inquiries and requests, such as ad-hoc client questions/analysis, DDQs, data templates, and investment updates.
  • Compile large data sets to prepare tailored responses and compile regular reports.
  • Support the development and distribution of marketing and investor communications with diverse stakeholders.
  • Conduct competitive landscape analysis to inform strategy and positioning.
  • Collaborate with sales and marketing professionals to help grow Apollo's products.
  • Handle sensitive information with integrity and discretion.

Qualifications & Experience

• Pursuing a BA or BS (Class of 2028) in finance, business, economics, or a related field, from an undergraduate institution with a record of strong academic achievement.
• Strong interest in the financial industry, particularly alternative asset management.
• Excellent communication and interpersonal skills.
• Team-oriented with a positive attitude, eager to contribute to a collaborative and professional workplace culture.
• An analytical mindset with the ability to understand and convey complex financial concepts.
• Highly organized and detail-oriented.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Ability to work independently and collaboratively within a dynamic, team-oriented environment.
• Eagerness to learn and a strong work ethic.
• Exercising integrity, sound judgment, and professionalism in all responsibilities.