Investor Relations CO-OP

The role

The Investor Relations Co-Op will handle outbound communications to investors and inbound inquiries related to Audax Private Debt. The role involves maintaining CRM data, supporting investor reporting, and assisting with product onboarding.

What you will do

• Maintain CRM data quality through routine review of investor data and assist with data backfills.
• Support downstream internal and external custodian investor reporting.
• Assist with ad hoc anti-money laundering screening.
• Maintain the DDQ/RFP library by updating and organizing categorization.
• Monitor vendor and platform invoicing to payment completion.
• Assist with new product onboarding by tracking required steps and coordinating reviews.
• Monitor news and research licenses by tracking renewals and entitlements.
• Support fundraising industry news deliverables by gathering articles and compiling materials.
• Cross-train to provide overflow support for investor onboarding, reporting, and requests.
• Complete special projects as assigned.

Required qualifications

• Currently enrolled in a BS/BA program.
• 0-2 years of previous administrative experience.
• Strong organizational skills, extremely detail oriented.
• Self-starter with the willingness to learn.
• Ability to multitask and prioritize workload in an environment of tight deadlines and high quality standards.
• Must be 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.
• Proficiency with Microsoft Office: Word, Excel, PowerPoint, Outlook.

Nice to have

• Previous finance industry or operations experience preferred.
• Knowledge of private debt or private equity industries, CRM databases (Dynamo, Salesforce), or alternative investment databases (Preqin, eVestment), is a plus.

About the company

Founded in 1999, Audax Group is a leading alternative investment manager with approximately $42 billion of assets under management. It operates through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.