Investor Operations Co-Op

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 Group is seeking an Investor Operations Co-op Coordinator to contribute to a high-performing team.  The firm’s Investor Operations effort has a high degree of responsibility and corresponding visibility externally with limited partners and internally with senior management.  The Investor Operations Coordinator will handle outbound communications to investors as well as a variety of inbound inquiries specifically related to Audax Private Debt.  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:

• 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, performing quality checks, and helping ensure timely, accurate delivery.
• Assist with ad hoc anti-money laundering screening, escalating as needed, and documenting outcomes per internal procedures.
• Maintain the DDQ/RFP library by updating/organizing categorization to standard responses, and ensuring version control along with content consistency.
• Monitor vendor and platform invoicing to payment completion and establishing a calendar of deliverables.
• Assist with new product onboarding by tracking required steps, coordinating stakeholder reviews, and maintaining documentation.
• 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.
• Cross training to provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad hoc requests re