Associate Director - Capital Forecasting & Analytics

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:

The successful candidate will be part of the Capital Management team within Treasury, responsible for leading capital forecasting, capital modelling, and capital analytics across the enterprise. This role reports to the AVP – Capital Management and will play a critical role in supporting strategic decision-making by delivering forward-looking capital insights, maintaining robust capital models, and ensuring strong governance around capital assumptions and methodologies. The candidate will work closely with Finance, Risk, Actuarial, ALM, Investments, and Regulatory teams to ensure alignment of capital planning with business strategy, risk appetite, and regulatory requirements. The role requires strong technical expertise in insurance capital frameworks, the ability to translate complex modelling outputs into actionable insights, and the leadership capability to drive cross-functional alignment on capital assumptions and methodologies.

The ideal candidate is a self-starter with strong analytical capabilities, experience in insurance capital modelling and forecasting, and a demonstrated ability to operate effectively in a dynamic, fast-paced environment.

RESPONSIBILITIES:

• Lead the development, enhancement, and maintenance of enterprise capital forecasting models across multiple planning horizons (business plan, stress scenarios, and strategic outlooks).
• Own and enhance capital analytics across regulatory, rating agency, and internal economic capital frameworks to support decision-making.
• Partner with Finance, Actuarial, Risk, and Investments teams to develop integrated capital forecasts aligned with earnings, balance sheet, and asset-liability projections.
• Drive scenario analysis and stress testing to assess capital resilience under various market, credit, liquidity, and business conditions.
• Maintain governance over capital assumptions, methodologies, and model frameworks, including documentation, controls, and change management processes.
• Establish and oversee a structured review and approval process for capital assumptions used in forecasting and planning cycles.
• Support strategic initiatives, transactions, and new product launches by assessing capital impacts and providing actionable recommendations.
• Deliver capital insights and analysis to senior management, including Treasurer, CFO organization, and business leaders, to inform capital allocation and optimization decisions.
• Coordinate with Regulatory Affairs to assess implications of evolving regulatory capital requirements and ensure capital forecasts reflect upcoming changes.
• Partner with rating agency and broader Treasury teams to ensure consistency between internal capital forecasts and external capital narratives.
• Prepare high-quality presentations and materials summarizing capital forecasts, sensitivities, and risks for senior leadership and governance forums.
• Lead process improvements and automation initiatives to enhance efficiency, transparency, and robustness of capital forecasting and reporting processes.
• Mentor junior team members and contribute to building strong technical capabilities within the Capital Management function.

Qualifications & Experience

• 8–12 years of experience in capital management, capital modelling, financial planning & analysis, actuarial, or risk management within the insurance or financial services industry.
• Strong knowledge of insurance capital frameworks (e.g., RBC, rating agency capital models, economic capital) preferred.
• Demonstrated experience building and maintaining financial or actuarial models.
• Strong quantitative and analytical skills with high attention to detail.
• Ability to synthesize complex modelling outputs into clear, actionable insights for senior stakeholders.
• Proven ability to work cross-functionally and influence stakeholders across Finance, Risk, and business teams.
• Strong communication, presentation, and interpersonal skills.
• Ability to operate effectively in a fast-paced, multi-dimensional environment.
• Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, Mathematics, or a related field.
• MBA, CFA, CPA, or actuarial credentials (ASA/FSA) are 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 definitive contractual documentation satisfactory to Apollo.