Summer Finance Analyst, Co-Invest

Posted 12 Days Ago
Be an Early Applicant
Boston, MA
1-3 Years Experience
Financial Services
The Role
As a Summer Finance Analyst at Audax Group, you will assist in matters related to co-invest entities alongside private equity and private debt funds. Responsibilities include accounting, reporting, cash management, and legal documentation preparation. This position requires current enrollment in an undergraduate Accounting and/or Finance program with an anticipated graduation date of May or June 2026, strong knowledge of Excel, Access, Word, etc., and a GPA of 3.5+.
Summary Generated by Built In

Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $40 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and approximately 180 investment professionals, the firm is a leading capital partner for North American middle market companies. For more information, visit the Audax Group website www.audaxgroup.com.

    

POSITION SUMMARY:

As a member of the Finance Team, you will be responsible for matters related to the co-invest entities investing alongside the private equity and private debt funds.  Specifically, responsibilities would include:

RESPONSIBILITIES:

Accounting and Reporting

  • Account for daily activity in Investran, both the general ledger system and the portfolio accounting system
  • Assist in preparation of quarterly financial statements and capital allocations
  • Assist in preparation and reconciliation of individual investor reports on a quarterly basis
  • Prepare weekly report of investment and cash activity to management

Cash Management

  • Monitor and track cash inflows and outflows, and reconcile cash on a daily basis
  • Assist in preparation and coordination of capital calls from and distributions to co-investors on a monthly basis

Other

  • Work with legal and compliance groups in preparing legal documentation for commitments to co-invest funds
  • Maintain online and physical filing systems

SKILLS

  • Ability to work in a fast paced environment
  • Professional individual with solid communication skills and positive attitude
  • Ability to prioritize several tasks at one time and meet tight deadlines
  • Ability to interact with Senior Management

REQUIREMENTS/QUALIFICATIONS:

  • Current enrollment in an undergraduate degree program in Accounting and/or Finance
  • Anticipated graduation date of May or June 2026
  • GPA 3.5+
  • Strong knowledge of Excel, Access, Word, etc.
  • Background in accounting information systems a plus
  • Excellent verbal and writing skills

LOCATION: Boston, MA. This position is in the office 3 days/week. These in-office requirements may be adjusted based on the needs of the business.

DATE: June 2025-August 2025



 




 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

Access
Excel
Word
The Company
HQ: Boston, MA
384 Employees
On-site Workplace
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.

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