Investor Relations Operations Analyst

Based in New York, 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 for its clients through a comprehensive range of offerings that includes 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 .

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

Maintain CRM data quality through routine review of investor data and assist with data backfills when needed.

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, ILPA and ad hoc investor reporting

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

Daily communication with Finance, Portfolio Reporting, Legal, Compliance, and external fund administrators to ensure industry best services to our investors

Support downstream internal and external custodian investor reporting by coordinating inputs, performing quality checks, and helping ensure 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 on regular cadence

Prioritize and distribute outbound investor mass communications including capital call/distribution notices, quarterly investor letters, financial statements, tax documentation, etc.

Cross training to provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad hoc requests received.

Maintain the DDQ/RFP library by updating/organizing categorization to standard responses, and ensuring version control along with content consistency.

Monitor news and research licenses by tracking renewals and entitlement to keep access current.

Support fundraising industry news deliverables by gathering articles and compiling materials for data input

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.

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.

For New York : The base salary range for this position is [ $90,000 - 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.