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
- Based in New York, Audax Private Debt is a leading debt capital partner for North American middle market companies.
- Since its inception in 2000, the firm has invested $52 billion in support of over 295 private equity sponsors.
- Audax Private Debt provides tailored financing solutions for its clients through a comprehensive range of offerings that includes first lien, stretch senior, unitranche, second lien, and subordinated debt, as well as equity co-investments.
- Audax Private Debt is an experienced and trusted partner with senior leadership averaging 35 years in private credit and 23 years working together at the firm through multiple economic cycles.
- For more information, please visit audaxprivatedebt.com or follow us on LinkedIn.
Equal Opportunity
- Audax Management Co. is an equal opportunity employer.
