Investor Operations Co-Op
About The Position
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.
Requirements
- 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 Haves
- 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
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 received.
- Complete special projects as assigned.
Benefits
- 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.
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What This Job Offers
Career Level
Intern
Number of Employees
101-250 employees
