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About the Role

Audax Group is seeking an Investor Relations Co-Op to contribute to a high-performing team. The firm’s Investor Operations effort has a high degree of responsibility and corresponding visibility externally with limited partners and internally with senior management. The Co-Op will handle outbound communications to investors as well as a variety of inbound inquiries specifically related to Audax Private Debt. The role requires the ability to prioritize multiple assigned tasks and deliverables in a deadline-oriented environment. Successful candidates are creative problem-solvers and self-starters who have the proven ability to produce results. Attention to detail, strong interpersonal skills, quantitative and qualitative reasoning ability, and a rigorous work ethic are prerequisites.

Responsibilities

Maintain CRM data quality through routine review of investor data and assist with data backfills when needed.
Support downstream internal and external custodian investor reporting by coordinating inputs, performing quality checks, and helping ensure timely, accurate delivery.
Assist with ad hoc anti-money laundering screening, escalating as needed, and documenting outcomes per internal procedures.
Maintain the DDQ/RFP library by updating/organizing categorization to standard responses, and ensuring version control along with content consistency.
Monitor vendor and platform invoicing to payment completion and establish a calendar of deliverables.
Assist with new product onboarding by tracking required steps, coordinating stakeholder reviews, and maintaining documentation.
Monitor news and research licenses by tracking renewals and entitlements to keep access current.
Support fundraising industry news deliverables by gathering articles and compiling materials for data input.
Cross-train to provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad hoc requests.
Complete special projects as assigned.

Requirements

Currently enrolled in a BS/BA program.
0-2 years of previous administrative experience.
Previous finance industry or operations experience preferred.
Strong organizational skills, extremely detail oriented.
Self-starter with the willingness to learn.
Ability to multitask and prioritize workload in an environment of tight deadlines and high quality standards.
Must be team oriented and able to operate autonomously and collaboratively.
Excellent verbal and written communication skills and a professional, proactive attitude.
Ability to handle confidential and sensitive information with appropriate discretion.

Skills

Proficiency with Microsoft Office: Word, Excel, PowerPoint, Outlook.
Knowledge of private debt or private equity industries, CRM databases (Dynamo, Salesforce), or alternative investment databases (Preqin, eVestment), is a plus.

Location

New York

Work Type

3-4 days in office

Experience Level

0-2 years of previous administrative experience

Education Level

BS/BA program

Salary/Compensations

$28.00 - $30.00 per hour

Benefits

health insurance
life insurance
disability insurance
paid time off (including sick leave, parental leave, volunteer leave, and vacation)
charitable donation match
family support services (including Bright Horizons and Benefit Advocate Center)
401(k)

About the Company

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong.
With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.
For more information, visit www.audaxgroup.com or follow Audax Group on LinkedIn.

Equal Opportunity

Audax Management Co. is an equal opportunity employer.