Investments Lead Coordinator at New York Life

Richmond, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

110000.0

Posted On

09 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Data Analysis, CRM Management, DealCloud, Private Markets, Change Management, Excel, PowerPoint, Tableau, AI Tools, Automation, Interpersonal Skills, Organizational Skills, Analytical Skills, Workflow Optimization, Relationship Management

Industry

Financial Services

Description

Location Designation: Hybrid - 4 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 Support the effectiveness and scalability of the private equity investment function at a high quality, growing alternative investment manager Play a central role in improving how the investment team operates, communicates, and makes decisions What You’ll Do Investment Team Coordination & Information Flow Own the preparation and execution of internal investment team meetings and key forums, ensuring materials, data, and participants are aligned in advance Prepare materials and context to enable productive discussions, synthesizing key investment insights and highlighting areas for focus Capture, structure, and maintain investment insights, decisions, and themes in a clear and actionable format Ensure timely communication of outputs and track follow-ups to drive continuity and accountability across discussions Act as a central point of coordination across the team, proactively identifying gaps and ensuring the team is prepared, aligned, and operating effectively Pipeline, CRM & Data Management Maintain and enhance DealCloud as the system of record for pipeline and relationship management Capture investment activity, relationship insights, and decision rationale in a structured format Ensure high-quality, consistent data to support reporting and decision-making Conference & Relationship Coverage Oversee conference and annual meeting coverage and prioritization Analyze attendee lists and historical interactions to help prioritize key relationships Align internal coverage with team priorities and maintain visibility across engagements Data Analysis & Insight Generation Analyze data across CRM, pipeline activity, and external engagement to identify trends and patterns Proactively identify trends, gaps, and opportunities, and surface actionable recommendations to support investment decision-making Integrate data from multiple sources to generate forward-looking insights and improve team prioritization Project Management & Tech-Enabled Process Improvement Translate strategic initiatives into structured, repeatable workflows Own continuous optimization of investment team processes, identifying inefficiencies and implementing improvements Leverage technology (DealCloud, AI tools, automation) to enhance workflows Identify and implement opportunities to automate manual processes and improve scalability across the investment platform What You’ll Bring BA/BS/BBA required with 2 to 5 years of experience in consulting, project management, or investment-related roles Strong organizational and analytical skills Familiarity with private markets preferred Proactive, systems-oriented mindset Project management skills Ability to initiate and lead change management Proactive, resourceful, and able to take initiative in a fast-paced environment Collaborative team player with strong interpersonal skills High attention to detail and strong work ethic Limited travel required Technical & Data Skills Experience with CRM systems (e.g., DealCloud) Strong data analysis capabilities (e.g., Excel, Tableau or similar tools) Familiarity with AI and automation tools (e.g., Hebbia, ChatGPT, OtterAI) Advanced proficiency in Excel, PowerPoint, and Word #LI-AM1 Job Level: GRADE 25 Pay Transparency Salary range: $80,000 - $110,000 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 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: 93913

Responsibilities

Coordinate internal investment team meetings, manage the DealCloud CRM system, and optimize investment workflows. Analyze pipeline data and external engagement to generate actionable insights for investment decision-making.