Investor Relations Operations Analyst

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

Job summary

Audax Group is seeking an Investor Relations Operations Analyst to support investor onboarding and manage communications. Ideal candidates will have a bachelor's degree and prior experience in asset management. This hybrid role entails regular coordination with internal teams and attention to detail in managing investor accounts and communications.

Benefits

Health insurance

Life insurance

Disability insurance

Paid time off

401(k) plan

Qualifications

• 2-5 years of previous relevant experience preferred.
• Extensive knowledge of CRM databases such as Dynamo and Salesforce.
• Proactive, detail-oriented, and capable of multitasking.

Responsibilities

• Coordinate investor onboarding process and update investor account information.
• Manage ad hoc requests and ensure timely responses.
• Document investor tax forms and manage communication with investors.

Skills

Attention to detail

Interpersonal skills

Quantitative reasoning

Qualitative reasoning

Problem-solving

Organizational skills

Analytical skills

Communication skills

Education

Bachelor's degree

Tools

CRM databases

Microsoft Office

Job description

Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $40 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and approximately 180 investment professionals, the firm is a leading capital partner for North American middle market companies. For more information, visit the Audax Group website www.audaxgroup.com .

Position Summary:

Audax Private Debt is seeking an Investor Relations Operations (IR Ops) Analyst to contribute to a high-performing team. The firm’s Investor Relations effort has a high degree of responsibility and corresponding visibility externally with limited partners and internally with senior management. The Investor Relations Operations Analyst will handle all outbound mass communications and postings to investors as well as a variety of inbound inquiries. 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:

• Coordinate with internal and external parties on investor onboarding process to ensure timely and accurate data entry in the Audax CRM
• Accurately manage, and update as needed, investor account information (contacts, addresses, wire instructions) in the CRM, investor portal, and accounting systems
• Manage ad hoc requests on compressed deadlines with internal and external teams to ensure clear expectations of timeframes and prompt delivery of required reporting
• Coordinate and track detailed processes, including investor audit confirmations, redemptions, and distribution elections changes
• Monitor inbound investor requests and coordinate timely responses with multiple internal departments
• Liaise with transfer agent in initial review of daily order file and escalate as needed for internal review
• Review data entry of quarterly investor transfers for accuracy and timeliness
• Document and record investor tax forms and associated updates in the CRM
• Lead and manage long-term data review and cleanup projects
• Assist in regular reporting of IR Ops ongoing deliverables to internal teams on regular cadence
• Prioritize and distribute outbound investor mass communications including capital call/distribution notices, quarterly investor letters, financial statements, tax documentation, etc.
• Complete special projects as assigned
• Anticipate the team’s needs/requirements and actively resolve issues

Qualifications:

• Bachelor's degree preferred with 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, exceptionally detail oriented
• Proactive and ambitious with the 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 and a professional, proactive attitude
• Ability to handle confidential and sensitive information with appropriate discretion

LOCATION:

New York, New York. Hybrid, 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 $90,000 to $105,000. 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.

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.

Audax Management Co. is an equal opportunity employer.

Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

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