Apogem Chief of Staff

About the position

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 $40 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. 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.

Responsibilities

• Ensure CEO meeting preparation and follow-up, including briefing and background.
• Assume day-to-day responsibility for projects, tasks, and operational support.
• Lead the development of materials for the CEO and various NYLIM initiatives including the preparation of executive reports and presentations to a variety of audiences/constituents.
• Coordinate CEO documents and presentations.
• Support CEO in written and oral communication.
• Perform research and data gathering to support the CEO.
• Provide support to specific corporate projects, help setting priorities and identifying metrics for success.
• Research, analyze data and make recommendations.
• Coordinate and collaborate with EA on agenda/time management.
• Preparation for Executive Management Committee and Management Committee by tracking agenda topics and assemble and prepare board packs and minutes.
• Monitor information flow, build strong relationships with team members across the organization.
• Oversee large, cross-functional organization projects or initiatives.
• Partner with other Chiefs' of Staff in the Strategic Business to ensure alignment, consistency, and transparency.
• Coordinate the CEO communication (internal and external), prepare reports and presentations in collaboration with EA and leadership partners.
• Participate in preparing corporate documentation.
• Take responsibility for planning and leading special events, workshops and meetings.
• Lead planning efforts and manage agendas for meetings (staff, Town Halls, Executive Leadership and Extended Leadership meeting).
• Coordinate projects and/or commitments directly involving the CEO and the Apogem Management.
• Monitor and follow up on specific strategic projects in order to update the CEO on a regular basis.
• Flexibility to be involved in a wide variety of tasks (ad-hoc projects or business demands which arise).

Requirements

• Bachelor's Degree or equivalent; advanced degree preferred.
• 8+ years of related experience with strong business acumen or commensurate experience.
• Knowledge/experience in asset management/finance is strongly preferred.
• Previous experience supporting a global organization is preferred.
• Highlight organized and efficient.
• Capable of juggling multiple tasks and meeting deadlines in a fast-paced environment.
• Strong written and oral communication skills.
• Demonstrated ability to accomplish work through others.
• Experience and comfortable working with senior leaders.
• Adaptability, nimbleness and curiosity with a desire and willingness to learn.
• Strong PowerPoint/presentation software skills.
• 10-20% travel required to US locations but may include international trips.

Benefits

• Leave programs
• Adoption assistance
• Student loan repayment programs