Associate – Syndicate Strategy

Associate – Syndicate Strategy

Requirements

• At least 6 years of experience in either investment banking, investing, fundraising or business strategy for a capital markets team
• Bachelor’s degree required
• Experience or strong interest in financial service technology solutions
• Strong quantitative, analytical, and problem-solving skills
• Organized and efficient in project execution
• Significant interest in data design and business-building exercises
• Background in investor or deal management
• Understanding of financial and/or credit and equity analysis, valuation, and primary fundamental research and their application in investment decisions and transaction structuring
• Excellent communication and interpersonal skills
• Team player with a willingness and ability to work across products or geographic lines
• High level of motivation and strong attention to detail
• Thrives in a rigorous, fast-paced, and collaborative team environment
• Proficient in Microsoft Excel and PowerPoint

Responsibilities

• Provide timely intelligence on investor trends, including asset preferences, regional focuses, and market dynamics
• Collaborate with internal and external stakeholders to align investor outreach strategies with the firm’s broader capital markets and fundraising goals
• Partner with the co-investment team, deal teams, and client relationship teams to coordinate syndication strategies and investor decision-making
• Proactively identify areas that would benefit from additional process/procedure/discipline and bring the right people together to determine and implement solutions
• Work closely with internal and external stakeholders to build a cohesive approach to investor targeting, syndication and allocation frameworks
• Develop a deep understanding of Apollo’s investment strategies across equity and credit and communicate value creation opportunities to stakeholders
• Play an active role in shaping the syndication strategy to enhance Apollo’s competitive positioning and operational efficiency
• Support design and management of our comprehensive co-investment CRM system to track investor preferences, opportunities, and post-deal analyses
• Develop portfolio management, KPI and reporting tools for internal and external stakeholders
• Drive the development of a cutting-edge co-investment client portal, revolutionizing deal distribution and client engagement
• Develop and refine KPIs to measure and improve co-investment hit rates, deal close times, syndication volumes, and investor conversion rates
• Design and implement processes for analyzing deal outcomes and identifying areas for improvement
• Contribute to growth and evolution of Apollo Capital Solutions’ capital markets and syndication capabilities
• Support the design and implementation of syndication frameworks for credit and equity opportunities, partnering with senior-level capital markets professionals
• Collaborate alongside investment professionals to provide recommendations and investor expectations around specific co-underwrite, co-invest, and syndicate processes
• Align syndication strategies with overall investor preferences, market trends, and firm objectives
• Oversee the firmwide syndication pipeline, ensuring accuracy, timeliness, and strategic insights in reporting
• Lead allocation management for cross-firm opportunities to optimize alignment with investor and deal priorities
• Enhance syndication reporting and analytics through streamlined processes and innovative tools

Preferred Qualifications

• Series 7 / 63 desired, not required