Associate, Investor Relations Private Equity

Reposted 12 Days Ago
Boston, MA
In-Office
Junior
Financial Services
The Role
The Investor Relations Associate will support fundraising efforts, manage investor communications, and maintain investor data while collaborating with various internal teams.
Summary Generated by Built In

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. 

For more information, visit the Audax Group website www.audaxgroup.com. or follow us on LinkedIn.


Position Summary:  

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: 

Fundraising & Investor Engagement Support 

  • 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  
  • A professional, proactive attitude 
  • 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 

For Massachusetts: The base salary range for this position is $94,500 - $130,000. 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.



 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.

Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

Top Skills

Alternative Investment Databases (Preqin
Crm Databases (Dynamo
Evestment)
MS Office
Salesforce)
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Boston, MA
384 Employees
Year Founded: 1999

What We Do

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London. With approximately $36 billion of assets under management and more than 360 employees, Audax is a leading capital partner for middle market companies, operating through three distinct business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.

For more information, visit the Audax Group website www.audaxgroup.com.

Similar Jobs

Remote or Hybrid
18 Locations
830 Employees
250K-290K Annually

Kensho Technologies Logo Kensho Technologies

Senior Security Engineer

Artificial Intelligence • Fintech • Machine Learning • Natural Language Processing • Software • Generative AI
Hybrid
Cambridge, MA, USA
100 Employees
160K-190K Annually

Bose Logo Bose

Product Certifications and Marking Co-Op

Automotive • eCommerce • Hardware • Music • Retail • Software • Wearables
Hybrid
Framingham, MA, USA
2900 Employees
22-32 Hourly

Toast Logo Toast

Senior Director Enterprise Customer Care

Cloud • Fintech • Food • Information Technology • Software • Hospitality
In-Office
Boston, MA, USA
5000 Employees
169K-270K Annually

Similar Companies Hiring

Yooz Thumbnail
Software • Machine Learning • Fintech • Financial Services • Cloud • Automation • Artificial Intelligence
Aimargues, FR
470 Employees
Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account