Associate – Syndicate Strategy

Company	Apollo Global
Location	New York, NY, USA
Salary	$200000 – $200000
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Senior

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