Associate – Client Solutions

Position Overview

ABOUT APOLLO

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

The leading provider of retirement income solutions to institutions, companies, and individuals.

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.

We are building a unique firm of extraordinary colleagues who:

Outperform expectations.

Challenge Convention

Champion Opportunity

Lead responsibly.

Drive collaboration

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

POSITION OVERVIEW:

At Apollo, we’re a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across a variety of asset classes, across different regions and industries, we’re known for our integrated businesses, our strong investment performance, our value-oriented philosophy, our people and a willingness to embrace complexity and fuel innovation to find potential where others do not.

The successful candidate will join a team of professionals supporting a growing opportunistic investment platform. It is an exciting opportunity for a business associate or project associate with financial industry experience to work in a fast-paced environment that provides significant opportunity for learning and growth. The Client Solutions Associate plays a crucial role in supporting business enterprise and client service within the Client Solutions team. This position is responsible for engaging with internal and external stakeholders, ensuring high-quality client service through a structured service delivery framework, and delivering accurate and timely investment reports. The ideal candidate possesses strong analytical skills and a client-centric mindset to enhance the client experience and reporting delivery processes.

PRIMARY RESPONSIBILITIES:

Investment Reporting & Analysis

• Prepare and maintain investment reports for internal and external clients, ensuring accuracy and timeliness.
• Analyze investment data within reports, proactively addressing discrepancies and root causes.
• Perform ad hoc, daily, and monthly reconciliations and variance analysis for client investment portfolios.
• Research and resolve reporting issues while continuously improving reporting processes.
• Develop and refine customized reporting packages that meet client and business requirements.

Client Service & Relationship Management

• Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution.
• Engage with clients, Relationship Management, and ISG Operational teams to enhance service efficiency.
• Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner.
• Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions.
• Work directly with the internal stakeholders to complete new report requests. Follows through with stakeholders to ensure that their reporting needs were met by addressing all client requirements.
• Effectively collaborates and communicates with other internal team members to meet client deadlines.

Process Improvement & Cross-Functional Collaboration

• Collaborate with internal teams to resolve reporting enhancement requests and maintain data integrity.
• Support process optimization efforts by identifying and implementing efficiency improvements.
• Participate in special projects that enhance the Client Solutions team’s reporting and service capabilities.
• Represent the Client Solutions team’s needs in cross-functional initiatives and system enhancements.

Qualifications & Experience

• Master’s degree in Accounting, Finance, Data Analytics, Engineering, and/or Economics
• 6+ years’ experience in an accounting or Investment Management or Insurance Reporting function
• Demonstrated process orientation and problem-solving skills. A strong detailed orientation and work ethic
• Ability to work effectively on cross functional teams/projects
• Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment
• Excellent oral and written communication skills, and comfortable independently interacting with all levels of staff
• Advanced Excel skills preferred
• Knowledge of Fixed Income, Structured Products, Private Transactions, Derivatives, Mortgage Loans, Investment Operations processes, or project management experience is a plus

• Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, color, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time and entering into definitive contractual documentation satisfactory to Apollo.