Investments Lead Coordinator

New York Life Insurance Company

Investments Lead Coordinator

Reposted 12 Hours Ago

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Richmond VA USA

Hybrid

44K-110K Annually

Mid level

Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics

The Role

Coordinate the investment team by managing meetings enhancing CRM systems analyzing data for insights and optimizing processes to support investment decisions.

Summary Generated by Built In

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: $80000 - $110000
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.
All Candidates Please Click Here
Job Requisition ID: 93913
#BI-Hybrid

Skills Required

BA/BS/BBA required
2 to 5 years of experience in consulting project management or investment-related roles
Strong organizational and analytical skills
Familiarity with private markets
Project management skills
Ability to initiate and lead change management
Collaborative team player with strong interpersonal skills
High attention to detail and strong work ethic

What the Team is Saying

New York Life Insurance Company Compensation & Benefits Highlights

Retirement Support—The package includes a 401(k) with company match alongside a defined‑benefit pension for many eligible roles with contributions and the match vested from day one. That increasingly rare combination strengthens long‑term financial security.
Parental & Family Support—Paid New Parent leave was doubled to eight weeks for all parents with birthing parents typically reaching up to about fourteen paid weeks when combined with short‑term disability. The offering also highlights fertility support adoption assistance and subsidized backup childcare.
Healthcare Strength—Medical dental and vision coverage are paired with spending accounts life and disability insurance and an EAP with some plans including a company‑funded HRA and wellness incentives. Additional resources such as virtual care and digital physical therapy are noted.

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The Company

HQ: New York NY

12000 Employees

Year Founded: 1845

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.