Hybrid Investor Relations Operations Analyst

Audax Private Debt; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Paid time off (including sick leave, p

Charitable donation match

Family support services

401(k)

Other benefits

Job summary

Audax Private Debt in New York is seeking an Investor Relations Operations (IR Ops) Analyst to support the firm’s investor relations program with data-driven processes and timely reporting.

You will manage outbound communications to investors, maintain CRM data quality, coordinate reporting with Finance, Portfolio Reporting, Legal, Compliance and external fund administrators, and help ensure accuracy and timely delivery of materials across multiple stakeholders.

Qualifications

• Bachelor's degree preferred with 2-5 years of previous relevant experience
• Previous asset management industry or investor relations experience preferred
• Experience with CRM databases such as Dynamo and Salesforce
• Proficiency with Microsoft Office: Excel, Word, PowerPoint, Outlook
• Strong organizational skills and detail orientation
• Proactive, ambitious, and eager to learn
• Strong analytical skills and ability to multitask under deadlines
• Thorough, dependable, team oriented, and collaborative
• Excellent verbal and written communication and professional attitude
• Ability to handle confidential information discreetly

Responsibilities

• Coordinate investor onboarding and data entry in the Audax CRM
• Maintain CRM data quality and backfill data as needed
• Handle ad hoc requests and ensure timely reporting
• Coordinate investor audit confirmations and reporting
• Monitor investor requests and coordinate responses across departments
• Communicate with Finance, Portfolio Reporting, Legal, Compliance and fund administrators
• Support investor reporting and tax documentation workflows
• Record investor tax forms in the CRM
• Assist regular IR Ops deliverables to internal teams
• Prioritize outbound investor communications
• Maintain DDQ/RFP library and content version control
• Track licensing renewals and access to research materials
• Gather fundraising news for data input
• Complete special projects as assigned
• Anticipate team needs and resolve issues

Skills

Strong organizational skills

Excellent verbal and written communic.

Analytical skills

Ability to multitask

Team oriented and autonomous

Education

Bachelor's degree

Tools

Dynamo CRM

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Audax Private Debt in New York is seeking an Investor Relations Operations (IR Ops) Analyst to support the firm’s investor relations program with data-driven processes and timely reporting.

You will manage outbound communications to investors, maintain CRM data quality, coordinate reporting with Finance, Portfolio Reporting, Legal, Compliance and external fund administrators, and help ensure accuracy and timely delivery of materials across multiple stakeholders.