Investor Relations, Analyst

Audax GroupBoston, MA
12d$85,000 - $95,000Hybrid

About The Position

Audax Private Equity is seeking an Investor Relations Analyst to join its high-performing Investor Relations team. The firm’s Investor Relations function plays a critical role, serving as a key point of contact for Limited Partners while partnering closely with senior leadership and internal teams across the organization. Based in Boston, the Investor Relations Analyst will support our LP-facing initiatives, including client service, reporting, data management, and cross-functional coordination. This is a fast-paced role that requires exceptional organization, attention to detail, strong communication skills, and the ability to manage multiple priorities at once. Successful candidates are proactive, resourceful, and team-oriented, with the ability to work independently and exercise sound judgment. The Investor Relations Analyst role provides a meaningful opportunity to contribute to the firm’s investor engagement efforts by supporting a global limited partner base, collaborating with senior leadership, and assisting with key client service, reporting, and operational activities.

Requirements

  • Bachelor's degree with 1-2 years of previous professional experience, preferably in finance or investor relations.
  • 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 across the organization.
  • 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

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

Responsibilities

  • Manage incoming inquiries from existing investors and investment consultants, coordinate timely and accurate responses across internal teams.
  • Oversee the preparation and delivery of investor materials, including ad hoc requests, DDQs, investment summaries, tax documents, capital call and distribution notices and standard communications.
  • Support team’s effort for semi-annual advisory board and annual limited partner meeting sessions.
  • Anticipate the team’s needs and proactively identify solutions to streamline workflow.
  • Provide back-up coverage for Investor Relations support staff as needed.
  • Maintain working knowledge of Audax’ customer relationship management system (“CRM”) and investor portal to support ad hoc data requests.
  • Create and maintain accurate investor records, including contact details, wiring instructions, and advisor information.
  • Assist with onboarding and quarterly transfer processes in collaboration with internal and external legal teams, ensuring organized and complete documentation.
  • Over time, collaborate with PE Analytics, Finance, and Business Solutions teams to develop analyses, enhance processes, and drive operational improvements.

Benefits

  • 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)
  • a 401(k)
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