Managing Director, Head of Investment Strategy jobs in United States
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Apogem Capital · 3 days ago

Managing Director, Head of Investment Strategy

positionNew York, NY
timeFull-time
remoteHybrid
seniorityDirector/Executive
money$250K/yr - $300K/yr
date15+ years exp

Apogem Capital is a leading firm with a long-standing legacy in stability and growth. They are seeking a dynamic leader to join as Managing Director, Head of Investment Strategy, responsible for leading a team of investment and actuarial professionals while developing and executing investment strategies to enhance financial stability and support business growth objectives.

Financial Services

Responsibilities

Partner with OCIO leadership to develop annual investment program for pricing, financial planning and ALM
Partner with OCIO team to reevaluate the objectives and roadmap to manage company interest rate exposure
Lead the development of long-term strategic asset allocation targets for all product portfolios
Work with Finance, Risk, and Investments team to develop and illustrate the interest rate and ALM hedging solutions
Develop strategies to enhance the financial performance of the existing investment portfolio while improving the risk resiliency
Lead the development of investment strategies to support the new business growth objectives by completely enhancing product pricing for both retail and institutional businesses
Support various capital management and reinsurance initiatives across the firm
Coordinate Asset Transfer among portfolios with investment operation, controllers, and finance for ALM, Portfolio Construction, Cash Management and Liquidity purposes
Responsible for development of investment assumptions used for new business pricing, in-force asset, and capital adequacy testing, including development of future reinvestment strategies
Lead the quarterly ALCO meetings with business unit executive and finance leaders

Qualification

Investment StrategyAsset AllocationRisk ManagementFinancial PlanningInsurance Industry ExperienceAdvanced DegreeCFAFSAPartnership DevelopmentLeadership AbilitiesCommunication SkillsIndependent WorkAdaptability

Required

Proven leadership abilities
Strong executive presence and communication skills
15+ years professional experience in insurance or asset intensive financial services industry
Deep knowledge of insurance assets and liabilities, including capital markets experience
Advanced degree in Finance, Mathematics, or Actuarial Science
Ability to think outside the box
Ability to work independently as well as be a thought leader
Ability to work with tight deadlines and changing priorities and requirements
Ability to create effective partnerships with diverse roles and positions throughout the organization

Preferred

Industry credentials (e.g. CFA, FSA etc.) strongly preferred

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

Company

Apogem Capital

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Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
dateFounded in 2022
location
New York, New York, USA
people-size201-500 employees
web-link
https://apogemcapital.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Josh Niedner
Chief Executive Officer
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Recent News

Pulse 2.0
Heartwood Partners: $245 Million Continuation Vehicle Closed For The Amlon Group
2025-11-27
AltAssets Private Equity News
Apogem Capital leads $245m continuation fund for Heartwood Capital’s The Amlon Group
2025-11-26
PR Newswire
Heartwood Partners Closes Oversubscribed Continuation Vehicle for The Amlon Group
2025-11-24
Company data provided by crunchbase