Assistant Vice President of Strategy

About the role

Apogem Capital 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.

What You’ll Do

• Program Management
  • Lead cross-functional program management of large-scale operations and technology transformation initiatives (e.g., fund administrator onboarding, implementing shadow books and records, post-merger integration)
  • Identify and mitigate risks, manage dependencies, and establish program governance structure and cadences to track milestones, escalate issues, and ensure accountability across key stakeholders
• Strategy Execution
  • Perform market research and support development of perspectives on strategic implications of key developments in the industry – new products, competitor actions, regulatory changes etc.
  • Support competitive benchmarking to evolve existing product solutions in terms of pricing, fund structures, tax efficiency etc. and develop financial models to determine the short-term and long-term impact of new product initiatives
  • Aid in design of cross-functional processes to support business growth (e.g., new product development for institutional and retail channels, RFP/DDQ response processes) and evolve existing operating models to support growth
  • Aid in development of materials to support leadership decisions in firmwide committees such as Product Management & Steering Committee meetings, Operating Working Group meetings, etc.

Qualifications

• Bachelor’s degree required with a strong record of academic achievement
• Minimum of 5-6 years of overall experience, with 3+ years in top-tier investment management or consulting firm in a product development and strategy capacity
• Good understanding of the investment management industry, investment operations, regulatory guidelines, and headwinds impacting private credit and private equity investment strategies
• Strong problem-solving, quantitative, and analytical skills
• Excellent written and verbal communication skills with the ability to produce clear, decision-oriented materials
• Meticulous attention to detail, accuracy, and drive to deliver high-quality work
• Strong project and process management skills with the ability to manage multiple workstreams and priorities concurrently

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.

Pay Transparency

Salary Range: 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.