New York Life Insurance Co→
Associate, Valuations at New York Life Insurance Co in New York
Skills
Job Description
Location Designation: Fully Remote
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.
With offices in New York, Chicago and Richmond, Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $41 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits.
Analyst / Associate Role
Join a high-quality, growing alternative investment management firm as a member of the Valuation Team. This role provides exposure to the valuation of a diverse portfolio of private market investments. The role will also contribute to the continued development of the team’s valuation processes, technology, and analytical capabilities.
This is an opportunity to work closely with senior professionals across the firm and gain a broad understanding of Apogem’s investment strategies and portfolio companies. The successful candidate will have the opportunity to develop meaningful expertise in private market valuations, with a clear path for continued professional growth and advancement within the organization.
Key Areas of Responsibility
Valuation Analysis and Governance
- Perform valuation analyses of private investments across Apogem’s investment strategies.
- Support the review and validation of third-party valuation marks, including analysis of methodologies, assumptions, and market inputs.
- Assist with the preparation of quarterly valuation committee materials and supporting analyses.
- Maintain clear and well-documented support for valuation conclusions.
- Perform valuation analyses of private investments across Apogem’s investment strategies.
Third Party Valuation Provider Oversight
- Assist with the oversight of third-party valuation providers, including coordinating data requests, reviewing valuation deliverables, and tracking open items.
- Review third-party valuations for consistency with established methodologies, policies, and procedures.
- Identify and escalate valuation issues or discrepancies to senior team members.
- Assist with the oversight of third-party valuation providers, including coordinating data requests, reviewing valuation deliverables, and tracking open items.
Valuation Process and Technology Enhancement
- Leverage technology and data tools to improve the efficiency, consistency, and scalability of the valuation process.
- Identify opportunities to automate manual processes, improve data quality, and streamline reporting.
- Support the development and implementation of enhancements to valuation processes and procedures.
- Leverage technology and data tools to improve the efficiency, consistency, and scalability of the valuation process.
Performance Reporting and Portfolio Monitoring
- Partner with investment teams to collect, validate, and maintain quarterly portfolio company financial and operating data.
- Monitor portfolio company performance and identify trends or changes relevant to investment valuations.
- Prepare recurring and ad hoc portfolio performance reporting for internal stakeholders.
- Partner with investment teams to collect, validate, and maintain quarterly portfolio company financial and operating data.
Financial Analysis and Modeling
- Perform financial analysis, valuation modeling, sensitivity analyses, and other ad hoc analyses across the firm’s investment portfolios.
- Analyze financial and operating information to identify trends, variances, and factors impacting investment valuations.
- Support senior team members on valuation-related projects and analyses.
- Perform financial analysis, valuation modeling, sensitivity analyses, and other ad hoc analyses across the firm’s investment portfolios.
Collaboration & Professional Development
- Develop strong working relationships with investment teams, finance, fund accounting, operations, and other internal stakeholders.
- Develop a strong understanding of Apogem’s investment strategies, portfolio companies, and underlying investment structures.
- Build foundational expertise in private market valuation methodologies, financial modeling, and relevant accounting and valuation guidance.
- Stay informed on market developments and trends relevant to the valuation of private investments.
- Develop strong working relationships with investment teams, finance, fund accounting, operations, and other internal stakeholders.
Candidate Profile
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or another quantitative or analytical discipline.
- At least 2–5 years of experience in valuation, portfolio management/support, transaction advisory, or a related role.
- Experience with Private Credit, Private Equity, or other alternative investment strategies.
- Experience working with third-party valuation providers and/or external auditors.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Experience with portfolio monitoring and/or investment management systems, such as iLevel, Chronograph, or similar platforms.
- Strong analytical and problem-solving skills, with the ability to translate data into concise, accurate, and actionable insights.
- Demonstrated resourcefulness, initiative, and an entrepreneurial mindset, with the ability to operate effectively in a dynamic environment.
- Strong organizational and time-management skills, with the ability to prioritize multiple tasks and meet deadlines.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively in a highly team-oriented environment.
Pay Transparency
Salary range: $100,000-$130,000
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 http://www.NewYorkLife.com.
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Job Requisition ID: 95210