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About the Role
Audax Private Debt is seeking an Investor Relations Operations (IR Ops) Analyst to join a high-performing team. This role has significant external and internal visibility, handling outbound mass communications and inbound inquiries. The position requires strong prioritization, problem-solving, and attention to detail in a deadline-driven environment.
Responsibilities
- Coordinate investor onboarding with internal and external parties for timely and accurate data entry in the Audax CRM.
- Maintain CRM data quality through routine review and assist with data backfills.
- Manage ad hoc requests with internal and external teams, setting clear expectations for timeframes and prompt delivery of reporting.
- Coordinate and track detailed processes, including investor audit confirmations, ILPA, and ad hoc investor reporting.
- Monitor inbound investor requests and coordinate timely responses with multiple internal departments.
- Liaise with transfer agent for initial review of daily order file and escalate as needed.
- Communicate daily with Finance, Portfolio Reporting, Legal, Compliance, and external fund administrators to ensure excellent investor service.
- Support downstream internal and external custodian investor reporting by coordinating inputs, performing quality checks, and ensuring timely, accurate delivery.
- Document and record investor tax forms and associated updates in the CRM.
- Assist in regular reporting of IR Ops ongoing deliverables to internal teams.
- Prioritize and distribute outbound investor mass communications, including capital call/distribution notices, quarterly investor letters, financial statements, and tax documentation.
- Provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad hoc requests through cross-training.
- Maintain the DDQ/RFP library by updating and organizing categorization to standard responses, ensuring version control and content consistency.
- Monitor news and research licenses by tracking renewals and entitlements to maintain current access.
- Support fundraising industry news deliverables by gathering articles and compiling materials for data input.
- Complete special projects as assigned.
- Anticipate team needs and proactively resolve issues.
Requirements
- Bachelor's degree preferred.
- 2-5 years of previous relevant experience.
- Previous asset management industry or investor relations experience preferred.
- Extensive knowledge of CRM databases (Dynamo, Salesforce) ideal.
- Strong proficiency with Microsoft Office: Excel, Word, PowerPoint, Outlook.
- Strong organizational skills and exceptional attention to detail.
- Proactive and ambitious with a willingness to learn.
- Strong analytical skills.
- Ability to multitask and prioritize workload in an environment of tight deadlines and high-quality standards.
- Must be thorough, dependable, team-oriented, and able to operate autonomously and collaboratively.
- Excellent verbal and written communication skills.
- Professional, proactive attitude.
- Ability to handle confidential and sensitive information with appropriate discretion.
Skills
- CRM databases (Dynamo, Salesforce)
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Organizational skills
- Attention to detail
- Analytical skills
- Multitasking
- Prioritization
- Verbal communication
- Written communication
Location
- New York, New York
Work Type
- Hybrid
- 4 days/week in office
Experience Level
- 2-5 years
Education Level
- Bachelor's degree preferred
Salary/Compensations
- $90,000 - $105,000
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
- 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 through a comprehensive range of offerings including 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.