Investor Relations CO-OP

About the role

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 operates through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. The Investor Relations Co‑op will join a high‑performing Investor Relations team in the New York office, working 3‑4 days in‑office.

Co‑op cycle: January – June 2027 (flexible dates to accommodate school requirements).

Responsibilities

• Maintain CRM data quality through routine review of investor data and assist with data backfills when needed.
• Support downstream internal and external custodian investor reporting by coordinating inputs, performing quality checks, and helping ensure timely, accurate delivery.
• Assist with ad‑hoc anti‑money laundering screening, escalating as needed, and documenting outcomes per internal procedures.
• Maintain the DDQ/RFP library by updating/organizing categorization to standard responses, ensuring version control and content consistency.
• Monitor vendor and platform invoicing to payment completion and establish a calendar of deliverables.
• Assist with new product onboarding by tracking required steps, coordinating stakeholder reviews, and maintaining documentation.
• Monitor news and research licenses by tracking renewals and entitlements to keep access current.
• Support fundraising industry news deliverables by gathering articles and compiling materials for data input.
• Cross‑train to provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad‑hoc requests.
• Complete special projects as assigned.

Requirements & Qualifications

• Currently enrolled in a BS/BA program.
• 0–2 years of previous administrative experience.
• Previous finance industry or operations experience preferred.
• Strong organizational skills and extreme attention to detail.
• Self‑starter with willingness to learn.
• Ability to multitask and prioritize workload in a deadline‑driven environment.
• Team‑oriented yet 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.

Competencies & Skills

• 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.

Pay

Hourly range: $28.00 – $30.00 (estimated low and high end at time of posting). Compensation may vary based on skills, qualifications, experience, and other factors. Employees may also be eligible for annual discretionary incentive compensation based on performance.

Benefits

• Health, life, and disability insurance.
• Paid time off including sick leave, parental leave, volunteer leave, and vacation.
• Charitable donation match.
• Family support services (Bright Horizons and Benefit Advocate Center).
• 401(k) plan and other benefits.

Schedule

Co‑op cycle runs from January 4, 2027 to June 25, 2027, with flexible dates to meet school requirements. Expected on‑site presence: 3‑4 days per week in the New York office. No regular travel required.