Assistant Vice President of Strategy

Apogem Capital is hiring an experienced Assistant Vice President of Strategy to primarily support the execution of its operations integration and business growth strategy initiatives. This position will report to the Vice President of Strategy. This role will entail providing program management and competitive benchmarking support for key business transformation initiatives (e.g., high impact new product development & implementation, fund administration services onboarding), process re-engineering and operating model design to support business growth. This position requires experience in investment management industry with exposure to AI/ML capabilities for market research, technology, operations, a strategic mindset, and the ability to work collaboratively across business functions.

What You’ll Do:

Program Management

• Lead cross-functional program management of large-scale operations and technology transformation initiatives (e.g., fund administrator onboarding, implementing shadow books and records, post-merger integration)
• Identify and mitigate risks, manage dependencies, and establish program governance structure and cadences to track milestones, escalate issues, and ensure accountability across key stakeholders through execution of major transformation and integration programs
• Partner with investment, operations, and technology teams to define, document, and prioritize business requirements that support strategic transformation, technology enablement, and support new platform evaluations where applicable

Strategy Execution

• Perform market research and support development of perspectives on strategic implications of key developments in the industry – new products, competitor actions, regulatory changes etc. and how they apply to Apogem Capital
• Support competitive benchmarking to evolve existing product solutions in terms of pricing, fund structures, tax efficiency etc. and develop financial models to determine the short-term and long-term impact of new product initiatives
• Assist with design of cross-functional processes to support business growth (e.g., new product development for institutional and retail channels, RFP/DDQ response processes) and evolve existing operating models to support growth
• Assist with development of materials to support leadership decisions in firmwide committees such as Product Management & Steering Committee meetings, Operating Working Group meetings, etc.

What You’ll Bring:

An ideal candidate will demonstrate

• High level of intellectual curiosity with a desire to develop and implement innovative new product solutions
• Self-starter, independent thinker, and pro-active with a keen sense of ownership and commitment to the work, and a passion to deliver results
• Team player and can accept substantial individual responsibility to proactively create value for the team and others

Qualifications

• Bachelor’s degree required with a strong record of academic achievement
• Minimum of 5-6 years of overall experience, with 3+ years in top-tier investment management or consulting firm in a product development and strategy capacity
• Good understanding of the investment management industry, investment operations, regulatory guidelines, and headwinds impacting private credit and private equity investment strategies
• Strong problem-solving, quantitative, and analytical skills
• Excellent written and verbal communication skills with the ability to produce clear, decision-oriented materials
• Meticulous attention to detail, accuracy, and drive to deliver high-quality work
• Strong project and process management skills with the ability to manage multiple workstreams and priorities concurrently
• Willing to travel 10% of time

The preferred location for this position is NYC / TriState area

Pay Transparency

Salary range: $120,000 -$135,000 

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.