Investor Relations Operations Analyst

ABOUT AUDAX PRIVATE DEBT

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 $50 billion in support of over 290 private equity sponsors. Audax Private Debt works collaboratively to build 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 more than 26 years in private credit and 15 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
• 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, 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
• Review data entry of quarterly investor transfers for accuracy and timeliness
• 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 re