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Apollo Management

Investment Reference Data Associate

Apollo Management

El Segundo, CA · Mid

$100,000 – $130,000

Listed on Apollo Management’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

Apollo Global Management seeks an operations professional to manage security master data and investment reference information across their insurance platform, ensuring accurate setup and synchronization of private credit and structured product securities. This role suits detail-oriented individuals with investment operations experience who can interpret governing documents, validate economic terms, and partner across trading, accounting, and risk teams.

Our summary, not Apollo Management’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • Undergraduate degree
  • 3–6+ years investment operations or security master experience
  • Experience setting up fixed income, private credit, or structured product securities
  • Ability to read and interpret Credit Agreements to extract key economic and structural terms
  • Understanding of security lifecycle events and operational impacts
  • Advanced Microsoft Excel skills
  • Attention to detail and organizational skills
  • Ability to work in deadline-driven environment
  • Ability to communicate with traders, portfolio managers, and cross-functional stakeholders

Nice to have

  • Experience with mortgage products (RML and CML)
  • Familiarity with Security Master platforms such as VPM, Everest, PAM, Thinkfolio, or Markit EDM
  • Experience with Bloomberg and credit rating agencies
  • Exposure to insurance asset management or separately managed account platforms
  • Experience with system implementations or workflow redesign
  • Understanding of data governance and operational risk management

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