Investor Relations Co-op: Data, Reporting & Outreach

Audax Group; New York (NY); Hybrid; USD 39,000 - 41,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) plan

Donation match

Family support services

Job summary

Audax Group in New York is seeking an Investor Relations Co-Op to contribute to a high-performing team. The role handles outbound investor communications and supports inquiries related to Audax Private Debt, with emphasis on accuracy, prioritization, and deadline-driven work.

The position requires current enrollment in a BS/BA program, 0–2 years of administrative experience, and strong organizational and communication skills.

Qualifications

• Currently enrolled in a BS/BA program.
• 0–2 years of administrative experience.
• Finance industry or operations experience preferred.
• Excellent organizational skills and meticulous attention to detail.
• Strong verbal and written communication skills with a proactive attitude.
• Ability to multitask and meet tight deadlines.
• Team oriented with ability to work autonomously and collaboratively.
• Discretion and handling of confidential information.

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 and quality checks.
• Assist with ad hoc anti-money laundering screening, escalating as needed, and documenting outcomes per internal procedures.
• Maintain the DDQ/RFP library with updates and version control.
• Monitor vendor and platform invoicing to payment completion and establish a calendar of deliverables.
• Assist with new product onboarding by tracking required steps and coordinating stakeholder reviews.
• 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.
• Cross-train to provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad hoc requests.
• Complete special projects as assigned.

Skills

Microsoft Office

Communication

Organizational skills

Multitasking

Teamwork

Discretion

Education

BS/BA student

Tools

Salesforce

Dynamo

Preqin

eVestment

Job description

Audax Group in New York is seeking an Investor Relations Co-Op to contribute to a high-performing team. The role handles outbound investor communications and supports inquiries related to Audax Private Debt, with emphasis on accuracy, prioritization, and deadline-driven work.

The position requires current enrollment in a BS/BA program, 0–2 years of administrative experience, and strong organizational and communication skills.