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The Senior Finance Associate manages financial reporting, compliance, and control processes for Private Debt Funds, liaising with multiple teams and ensuring deadlines are met.

Support underwriting of first‑lien senior secured loans and monitor portfolio companies. Duties include deal evaluation, due diligence, complex financial modeling, transaction execution, preparing investment memoranda, presenting to investment committee, and ongoing portfolio monitoring including amendments, refinancings, and market analysis.

The Finance Manager oversees financial reporting, compliance, and valuation processes for Audax Private Debt, ensuring accuracy in fund performance and collaboration with teams.

The candidate will lead financial analysis and planning in support of the Private Debt business, collaborating with Tax teams, managing data, and delivering insights.

The role involves supporting financial planning and analysis for Private Debt, enhancing reporting, tax forecasting, and collaborating with leadership and stakeholders.

Manage leverage facilities for funds and SMAs, negotiate terms with lenders, model portfolio and return impacts, construct CLO portfolios, identify secondary market opportunities, monitor compliance tests, negotiate CLO credit stipulations, build reporting workflows using Excel VBA/Power Query/Power Automate, perform allocation and deal-sizing modeling, and manage rating agency credit estimate processes.

The Finance Associate is responsible for accounting, reporting, and administration for Audax Co-Invest, including cash monitoring, capital calls, investor communication, and quarterly reporting.

The Credit Analyst position involves underwriting and monitoring private credit investments, performing due diligence, and analyzing financial performance of companies while presenting findings to management.

Design, build, test, and maintain Salesforce solutions using Apex and Lightning Web Components. Build declarative automation (Flows), integrations (REST/SOAP, middleware), and batch/asynchronous processes. Troubleshoot code and integrations, extend the InvestorFlow managed package, support onboarding of new business units, participate in QA and deployments, and produce technical documentation to improve platform performance and scalability.

Manage various functions within Private Debt Operations, coordinating trade closing processes, overseeing loan servicing, and ensuring compliance and efficiency. Collaborate with deal teams and prepare reports related to lending facilities.