Investor Relations Operations Analyst

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.