Talent.com
Associate, Investor Relations Private Equity

Associate, Investor Relations Private Equity

Audax GroupBoston, Massachusetts, United States
3 hours ago
Job type
  • Full-time
Job description

Associate, Investor Relations Private Equity

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines : Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.

The Audax Private Equity Investor Relations team focuses on investor client management, fundraising / capital development, and investor reporting across a diverse and global investor base. The team is spearheading capital raising across all PE strategies, including our Flagship, Origins, and Audax Strategic Capital (ASC) funds.

We are seeking a driven and detail-oriented

Investor Relations Associate

to join our dynamic team in Boston. This is a unique opportunity to be at the forefront of a fast-paced, high-performing group that serves as a critical link between the firm and its global Limited Partners (LPs). As a key contributor, you’ll work closely across fundraisers, the internal operations team and other internal PE teams to play an integral role in supporting our fundraising initiatives and ongoing investor engagement efforts.

We\'re looking for someone who thrives in a fast-moving environment, enjoys solving complex problems, and brings intellectual curiosity and initiative to everything they do. If you\'re a proactive team player with sharp analytical instincts, strong communication skills, and a passion for excellence, this is your chance to grow your career at a leading PE firm.

Responsibilities :

Partner with fundraisers to manage territory pipelines and track investor activity.

Conduct market and investor research to support territory planning and prospect targeting.

Organize key fundraising materials in Audax’ data room and support prospective LP requests for information.

Monitor inbound inquiries from prospective investors, coordinating responses across internal teams and ensuring timely completion of investor deliverables.

Lead the preparation, coordination, and submission of RFPs and DDQs for institutional clients, consultants, and other stakeholders.

Support planning and execution of semi-annual advisory board meetings and annual LP meeting.

Data Management & Reporting

Maintain a centralized repository of standard responses and core fundraising documentation.

Create standardized quarterly reports and investor communications using Audax’ customer relationship management system (CRM), and respond to ad hoc data requests.

Oversee creation and ongoing maintenance of prospective and existing investor account information (contacts, addresses, advisors) in the CRM and investor portal.

Investor Onboarding & Team Process Coordination

Assist with onboarding of new investor accounts, working with internal and external legal teams to help maintain organized records of legal and transfer documentation.

Proactively identify and resolve issues to ensure smooth processes.

Provide backup coverage for members of IR support colleagues

Over time, collaborate with other teams such as Portfolio Valuation & Analytics, PE Finance and Business Solutions to develop analyses that support operational improvements and drive continuous improvements.

Qualifications :

Bachelor\'s degree with 2-4 years of previous professional experience in finance or investor relations preferred

1 year of experience with RFP / DDQ completion in financial services or a related industry is a plus

Strong organizational skills and attention to detail

Self-starter with the willingness to learn

Ability to multitask and prioritize workload in an environment of tight deadlines and high-quality standards

Team oriented; able to operate autonomously and collaboratively while flexing to support other team members as needed

Excellent verbal and written communication skills

Ability to handle confidential and sensitive information with appropriate discretion

Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Knowledge of private debt or private equity industries, CRM databases (Dynamo, Salesforce) or alternative investment databases (Preqin, eVestment), is a plus

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.

We do not accept unsolicited resumes from third-party recruiting agencies not under a signed agreement. Any unsolicited resume directed to Audax Group or its affiliated entities, or its employees, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party agency.

#J-18808-Ljbffr

Create a job alert for this search

Associate Private Equity • Boston, Massachusetts, United States

Related jobs
  • Promoted
Private Equity Associate

Private Equity Associate

5 LegalBoston, MA, US
Full-time
A leading AmLaw firm that advises startups to established fortune 500 companies seeks a highly qualified mid-level associate to join their Private Equity Group. Candidate must have experience both w...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
M&A and Private Equity Litigation Associate

M&A and Private Equity Litigation Associate

Direct CounselBoston, MA, United States
Full-time
Position : M&A and Private Equity Litigation Associate.Department : M&A and Private Equity Litigation.Location : Flexible and can be based in Boston, Hartford, Houston, New York, Washington DC, or Ora...Show moreLast updated: 13 hours ago
  • Promoted
Financial Reporting Associate - Private Equity

Financial Reporting Associate - Private Equity

SDL Search PartnersBoston, MA, United States
Full-time
About the job Financial Reporting Associate - Private Equity.Financial Reporting Associate - Private Equity.High-growth Private Equity firm is looking for a Financial Reporting Associate to add to ...Show moreLast updated: 30+ days ago
  • Promoted
Alternate Investment Services, Associate 2

Alternate Investment Services, Associate 2

State StreetBoston, MA, US
Full-time
Work within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are pass...Show moreLast updated: 30+ days ago
  • Promoted
Fixed Income Investment Associate

Fixed Income Investment Associate

Longfellow Investment ManagementBoston, MA, United States
Full-time
Be among the first 25 applicants.Longfellow Investment Management Co.We manage separate accounts for our nationally based, institutional clients. LIM is a certified Women's Business Enterprise and a...Show moreLast updated: 1 day ago
  • Promoted
Multi-Office - Investment Management - Private Funds Institutional Investor Midlevel Associate

Multi-Office - Investment Management - Private Funds Institutional Investor Midlevel Associate

Morgan, Lewis & Bockius LLPBoston, MA, United States
Full-time
Position Name : Multi-Office - Investment Management - Private Funds Institutional Investor Midlevel Associate.Morgan, Lewis & Bockius LLP, one of the world's leading international law firms, seeks ...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

PricewaterhouseCoopersBoston, MA, United States
Full-time
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...Show moreLast updated: 13 hours ago
  • Promoted
  • New!
Audit Senior Associate | Alternative Investment Group

Audit Senior Associate | Alternative Investment Group

CBIZBoston, MA, United States
Full-time
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show moreLast updated: 13 hours ago
  • Promoted
Senior Associate - Private Equity Accounting; East Coast Region

Senior Associate - Private Equity Accounting; East Coast Region

SS&C TechnologiesBoston, MA, United States
Full-time
SS&C is a leading financial services and healthcare technology company.Headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries, SS&C serves more than 20,000 financial services...Show moreLast updated: 30+ days ago
  • Promoted
Private Equity Senior Associate - Boston

Private Equity Senior Associate - Boston

Soul Equity SolutionsBoston, MA, United States
Full-time
Private Equity Senior Associate - Boston.Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-i...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Private Client Senior Relationship Associate

Private Client Senior Relationship Associate

Brown AdvisoryBoston, MA, United States
Full-time
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.But the truly inspiring firms - the game-changers, the industry leaders and t...Show moreLast updated: 13 hours ago
  • Promoted
Associate, Consultant Relations

Associate, Consultant Relations

Morgan StanleyBoston, MA, US
Full-time
North American Institutional Consultant Relations Team.Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, w...Show moreLast updated: 9 days ago
  • Promoted
Senior Investment Associate

Senior Investment Associate

Partners CapitalBoston, MA, United States
Full-time
As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment. Client Portfolio Management (Primary Focus) : .The Senior Inves...Show moreLast updated: 30+ days ago
  • Promoted
Private Equity Associate

Private Equity Associate

Mosaic RecruitsBoston, MA, US
Full-time
Supports private equity sponsors in acquisitions, dispositions, financings, fund formation, and corporate governance.Drafts transactional documents, conducts due diligence, advises on regulatory co...Show moreLast updated: 15 days ago
  • Promoted
Private Equity M&A (Asset Management) Mid-Level / Senior Associate

Private Equity M&A (Asset Management) Mid-Level / Senior Associate

Mosaic RecruitsBoston, MA, US
Full-time
Private Equity M&A (Asset Management) – Mid-Level / Senior Associate.DC, Boston, Philadelphia, New york.Seeking a highly qualified associate with. The ideal candidate will have demonstrated ...Show moreLast updated: 19 days ago
Private Equity PIF, Associate Attorney-Boston

Private Equity PIF, Associate Attorney-Boston

Butler Recruitment Group LLCBoston, Massachusetts, United States
Full-time
Quick Apply
PRIVATE EQUITY ASSOCIATE ATTORNEY.PRIVATE INVESTMENT FUNDS GROUP.Locations : Boston, MA | New York, NY | San Francisco, CA . This is an exciting opportunity to work on complex and private invest...Show moreLast updated: 19 days ago
  • Promoted
Senior Associate, Primary Investments

Senior Associate, Primary Investments

Harbourvest Partners (U.K.) LimitedBoston, MA, United States
Full-time
Senior Associate, Primary Investments page is loaded## Senior Associate, Primary Investmentslocations : Bostontime type : Full timeposted on : Posted Todayjob requisition id : R1945 • •Job Descri...Show moreLast updated: 30+ days ago
  • Promoted
Senior Client Partner, Private Equity

Senior Client Partner, Private Equity

CatalantBoston, MA, United States
Full-time
Catalant is the pioneer of Consulting 2.From individual consultants to full project teams, we deliver the right expertise to solve our clients’ most important challenges. Our clients include more th...Show moreLast updated: 4 days ago