Business Development Analyst
Position Overview
Audax Private Equity is seeking a detail-oriented analyst to join the Business Development team. The Analyst will support and advance Audax' Buy & Build strategy by owning the integrity and analysis of deal data across the firm's proprietary CRM platform.
Key Responsibilities
CRM Support & Data Integrity
Assist with the management of new deal data within Audax’s proprietary CRM system, ensuring accuracy, completeness, and timeliness of all pipeline records.
Identify and escalate data quality issues; collaborate with investment professionals and internal stakeholders to close data gaps and support governance standards.
Assist in maintaining CRM workflows, data structures, and field configurations to support evolving business development processes.
Develop familiarity with Salesforce CRM functionality and serve as a resource for day-to-day system questions.
Develop and maintain documentation for CRM workflows and reporting processes.
Pipeline Analytics & Reporting
Assist in producing and distributing weekly, monthly, and quarterly pipeline reports, synthesizing deal flow trends and activity metrics for senior leadership and investment teams.
Build and maintain dashboards and visualizations that support visibility into deal pipeline status, volume, and velocity.
Contribute to pipeline data analysis, helping to surface patterns, sector trends, and origination insights that inform the firm’s investment strategy.
Support responses to ad hoc analytical requests from deal teams, portfolio management, and firm leadership.
Cross-Functional Collaboration & Strategic Support
Partner with Investment, Finance, Business Solutions, Legal, and Portfolio Operations teams to ensure alignment of deal data, definitions, and workflows across functions.
Prepare and deliver polished presentations and data summaries for internal business unit reviews and external stakeholder communications.
Support the execution of business development initiatives, including market mapping, target identification, and intermediary relationship tracking.
Contribute to the evaluation and implementation of technology enhancements to the CRM and data infrastructure stack.
Requirements & Qualifications
Experience & Education
Bachelor’s degree in Finance, Economics, Business, Data Analytics, or a related quantitative field.
Demonstrated experience managing and improving CRM systems; Salesforce proficiency required.
1–3 years of experience in a data, operations, or analytical function, with demonstrated practice delivering across audiences.
Technical Skills
Advanced proficiency in Microsoft Excel (formulas, pivot tables, dynamic data modeling); experience with Power BI, or equivalent BI tools a plus.
Strong PowerPoint skills with the ability to build clear, executive-level presentations from complex data sets.
Experience with Salesforce reporting, dashboards, and data administration is helpful.
Competencies
Exceptional analytical acumen with the ability to distill complex data into clear, actionable insights.
Strong initiative and follow-through: proactively flags issues and contributes solutions in a collaborative, team-oriented way.
Strong organizational and project management skills; able to balance competing priorities and shifting deadlines in a high-volume environment.
Excellent written and verbal communication skills; comfortable presenting findings to senior stakeholders.
Commitment to data integrity and an exceptionally high standard of accuracy in all outputs.
Pay
The base salary range for this position is $60,000 - $70,000. An employee may also be eligible for annual discretionary incentive compensation based on performance.
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).