Investor Relations Associate

Audax Private Debt; New York (NY); On-site; USD 135,000 - 155,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Audax Group in New York seeks an Investor Relations Associate to support client relations and fundraising for Audax Private Debt. You will prepare investor materials, respond to inquiries, and collaborate across Investment, Finance, and Compliance teams.

The role emphasizes strong quantitative skills, superb communication, and multitasking in a deadline-driven environment, with in-office weekly requirements in NYC.

Qualifications

• Bachelor’s degree, preferably in finance, economics, accounting, or marketing.
• 2-4 years of prior experience within an investment bank or alternative asset management firm, preferably in a marketing or investment position.
• Proficiency of PowerPoint and Excel.
• Strong quantitative skills, including knowledge and understanding of finance and accounting.
• Superb written and verbal communication skills.
• Ability to cultivate and foster solid working relationships with colleagues in other offices.

Responsibilities

• Prepare presentation and support materials for investor meetings.
• Respond to inquiries related to product offerings, including due diligence questionnaires, RFPs, and ad hoc requests.
• Assist in content management related to Audax Private Debt products and offerings.
• Develop and maintain deep cross-functional relationships with Investment, Finance, Compliance, Tax, and other internal teams.
• Gather and maintain information on competitors to help position Audax’ offerings.
• Create marketing collateral and investor communications, including quarterly/annual reports and event materials.

Skills

Quantitative skills

Written and verbal communication

Relationship building

Attention to detail

Team player

Multitasking

Education

Bachelor’s degree in finance, economics, accounting, or marketing

Tools

PowerPoint

Excel

Job description

Audax Group is seeking an Investor Relations Associate to become a key contributor on a high-performing and expanding team. The firm’s Investor Relations effort has a high degree of responsibility, interacting externally with Limited Partners and internally with senior management.

The Associate will primarily support the Audax Private Debt business in New York, by assisting in both client relations and fundraising efforts.

The role requires the ability to understand Audax Private Debt’s various products and vehicles. Successful candidates are creative problem solvers who can prioritize multiple tasks and deliverables in a deadline-oriented environment. Attention to detail, quantitative analytical skills, strong interpersonal skills, and a rigorous work ethic are prerequisites. Prior work experience in leveraged finance and/or private markets investments is preferred.

RESPONSIBILITIES:

Client Relations and Fundraising

• Prepare presentation and support materials for investor meetings
• Work with Investor Relations team as well as existing and prospective investors to respond to inquiries related to product offerings, including due diligence questionnaires, RFPs, and ad hoc requests
• Assist in content management related to Audax Private Debt products and offerings
• Collaborate with internal teams to gather information and craft responses that accurately convey the attributes of Audax Private Debt
• Develop and maintain deep cross-functional relationships with Investment, Finance, Compliance, Tax, and other internal teams
• Gather and maintain information on competitors to help better position Audax’ offerings

Communications

• Create innovative marketing collateral that clearly communicates the strategy and value proposition of Audax Private Debt products (e.g., presentations, fact sheets, PPMs, etc.)
• Assist in the drafting and developing of investor communications, including quarterly and annual reports and letters
• Create materials for investor events, including investor meetings/conference calls and advisory board meetings
• Compile market data and liaise with Investment and Investor Relations teams to create market updates
• Facilitate internal review process for all external materials, including with the Investment team, Compliance and/or Legal team

REQUIREMENTS/QUALIFICATIONS:

• Bachelor’s degree, preferably in finance, economics, accounting, or marketing
• Demonstrated professional and academic achievement
• 2-4 years of prior experience within an investment bank or alternative asset management firm, preferably in a marketing or investment position
• Proficiency of PowerPoint and Excel
• Strong quantitative skills, including knowledge and understanding of finance and accounting
• Superb written and verbal communication skills
• Ability to cultivate and foster solid working relationships with colleagues in other offices
• Inquisitive nature and desire to dive deep into the asset class
• Works well under pressure with the ability to multitask and prioritize workload
• Strong work ethic, team player, proactive, attention to detail and positive attitude

OTHER DUTIES:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

LOCATION:

New York, NY. 4 days/week in office. These in-office requirements may change based on the needs of the business.

FOR NEW YORK CITY ONLY:

The base salary range for this position is $135,000 - $155,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance.

Audax offers a wide range of employee benefits, including 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), and a 401(k) in addition to other benefits.