US Portfolio Associate

About the Role

We are seeking a detail-oriented individual to support our investment team. In this role, you will assist with client reporting, portfolio analytics, and investment processes, providing crucial support to portfolio managers and senior team members.

Responsibilities

• Generate customized client/investor reporting for both internal and external distribution and assist senior team members in responding to specific client requests.
• Perform portfolio analytics and assist portfolio managers with ongoing allocation and portfolio rebalancing.
• Participate in investment committee meetings, quarterly portfolio reviews, and credit discussions, tracking investment decisions made by portfolio managers.
• Assist portfolio managers by creating screens for investment opportunities to help facilitate trades and collaborate with sector analysts on underwriting and amendment processes.

This role supports portfolio management and investment processes within Apollo, contributing to the firm's mission of providing capital solutions and retirement income, while addressing global issues like energy transition and social impact through innovative investing approaches.

• 3-5 years of investment banking, capital markets, research, sales and trading, or buy-side experience (areas include Leveraged Finance, Financial Sponsors, Restructuring or M&A are a plus).
• Bachelor’s degree with strong academic record; MBA/MS is a plus.
• Strong analytical, written, and verbal communication skills, with high proficiencies in Microsoft Excel, Microsoft PowerPoint, and Bloomberg.
• Ability to thrive in a fast-paced and rigorous work environment, demonstrating initiative, ownership of responsibilities, and a proactive, positive attitude.

The base salary range for this position is listed above, with eligibility for a discretionary annual bonus based on personal, team, and firm performance. Apollo offers benefit programs crafted to offer meaningful coverage for employees and their families, fostering a collaborative and high-performing work environment as part of the One Apollo team.

Apollo is a high-growth, global alternative asset manager with approximately $840 billion of assets under management, specializing in providing excess return across the risk-reward spectrum and retirement services through Athene, while addressing global issues like energy transition and social impact.