Investor Relations Operations Analyst
About The Position
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.
Requirements
- Bachelor's degree preferred with 2-5 years of previous relevant experience
- 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
Nice To Haves
- 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
Responsibilities
- Coordinate with internal and external parties on investor onboarding process to ensure timely and accurate data entry in the Audax CRM
- Accurately manage, and update as needed, investor account information (contacts, addresses, wire instructions) in the CRM, investor portal, and accounting systems
- 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
- Review data entry of quarterly investor transfers for accuracy and timeliness
- 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.
- Complete special projects as assigned
- Anticipate the team’s needs/requirements and actively resolve issues
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
Job Type
Full-time
Career Level
Entry Level
