Associate / Sr. Associate, Underwriter

Company name: Apogem Capital
Location Designation: Hybrid - 4 days per week
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 $41 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.
At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.
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. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visit Apogem Capital.
Apogem Capital is recruiting an Associate or Senior Associate for the Private Credit strategy. The ideal candidate has a strong understanding of credit underwriting and can demonstrate an ability to balance detail with broader issues, in both written and oral communication. The primary responsibilities include conducting industry research and reviewing diligence, preparing transaction memos and underwriting reports, developing financial models, assisting in deal closings, and managing a portfolio of accounts. Associate candidates are able to draw thoughtful and relevant conclusions based on their analysis of new transactions and portfolio accounts and can effectively communicate their findings both internally and externally. An Associate candidate should have a working knowledge of the practical application of the senior loan documents. The role is based in Chicago.
What You'll Do:

• Manage complex financial modeling.
• Conduct industry research to supplement third-party reports.
• Organize, review, and present transaction due diligence.
• Identify and analyze underwriting strengths and risks.
• Support the underwriting of credit facilities, including: preparation of written documents (internal underwriting memos and term sheets), communication with transaction stakeholders (senior and subordinated lenders, the private equity sponsor, and the target company), and assistance in the legal documentation and closing process.
• Proactive problem solving and active daily management of a portfolio of accounts.

What You'll Bring:

• BA/BS required
• Approximately 2-3 years of relevant work experience for Associate (3-6 years for Sr. Associate)
• Robust analytical, problem-solving and organizational skills
• Excellent written and verbal communication skills
• Ability to multi-task and manage time and workload efficiently
• Strong work ethic and attention to detail
• Demonstrate effective working relationship with teammates
• Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
• Prior cash flow lending experience preferred, but not required

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Pay Transparency
Salary range: $125,000 - $150,000
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 hereto 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.
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Job Requisition ID: 93410