Vice President, Fund Finance

Company name: Apogem Capital

Location Designation:Hybrid - 3 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.

Role Overview: As a Fund Financing professional, you will play an important role in Apogem Capital's Fund Financing team and report into the Senior Director of Private Credit Operations & Fund Finance. In this role, you will be bridging the gap between the private credit team and the credit operations team and will be responsible for management of financing facilities supporting various investment vehicles, including a new evergreen commingled fund.

What You'll Do:

You will be responsible for managing financing solutions for Apogem Capital's investment structures and funds, including subscription-backed credit facilities, bespoke investment specific financing solutions, credit facilities for evergreen investment structures, interval funds, BDCs, and implementation of letters of credit. Your responsibilities will include the following:

• Assist senior team members with deal structuring and negotiating financings across different products and asset classes
• Day-to-day management of leverage facilities, including borrowing base calculations, preparation of borrowing notices, reportable events, and assigned values for underlying assets
• Utilize financing facilities and capital calls to manage liquidity for new asset purchases and draws on unfunded commitments
• Work on supporting the asset allocation team by way of liquidity and strategy
• Work with the portfolio managers to develop bespoke financing solutions
• Work with the credit operations team and finance team on reporting/compliance
• Work with various teams internally regarding capital availability
• Portfolio analytics
• Assist with weekly management reports and analyze investment finance
• Formal and informal training of internal stakeholders
• Lead team initiatives and proactively identify areas for improvement

What You'll Bring:

• Bachelor's degree required; an advanced certification or degree a plus (e.g., CPA, CFA, CAIA, MBA/JD)
• 7+ yrs of fund financing and/or capital markets experience in a leading bank, medium sized to large Private Credit Investment Management firm or BDC
• Exceptional understanding of the fund financing markets including understanding of various products (e.g. subscription lines, NAV facilities) and execution processes
• Strong analytical and negotiation skills
• Self-driven team player with a strong desire to make meaningful contributions and a positive impact
• Strong project management skills and ability to work under pressure
• Intellectual curiosity with strong analytical and problem-solving skills

Preferred Skills:

• Network in the private market community, among lenders, GPs and law firms
• Understanding and negotiating experience of facility documentation across multiple asset classes and markets (Americas, Europe, Asia)

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Pay Transparency

Salary range:$160,000 - $175,000

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 Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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 theFoundation.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:91608