Portfolio Support Co-Op
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:
The Portfolio Support team works alongside the deal teams, portfolio company management teams, and third-party consultants to facilitate diligence and value creation, operational improvements, board and management effectiveness, and resource management. The Co-op will work closely with the VP, Market Diligence and Market Intelligence and Director, Portfolio Support Operations to help to build out a process system in which the team can continue to scale and to further develop the market diligence function at Audax. The ideal candidate is a self-motivated team player with strong technical skills able to transform concepts into effective, concise, and timely analyses.
The Co-op will collaborate across teams, identify and execute on opportunities for improvement and/or automation, oversee data integrity, aggregate consulting firm performance, develop reports and integrated analyses, update Portfolio Support materials and presentations, and assist the Portfolio Support team with a variety of ad hoc requests.
RESPONSIBILITIES:
- Support the market diligence function with data collection, analysis, and various reporting assignments
- Review and summarize market diligence reports from third-party consultants
- Conduct market research using various sources and tools (e.g., SimilarWeb, Placer, and more) to support live deals and identify potential opportunities for value creation
- Prepare summary reports and presentations using Excel and Power BI to communicate market diligence findings
- Assess process workflows to optimize efficiency and accuracy, implementing automation where possible and creating structure around weekly, monthly, and quarterly updates
- Maintain and improve quality and control of data from the portfolio, external sources, and internal systems for analytics in excel and Power BI
- Manage the execution of best practices, including identifying knowledge gaps across the system, curation of best- in-class documents, and updating previous-generation documents
- Create prompts and customGPTs to optimize workstreams using GenAI
REQUIREMENTS/QUALIFICATIONS:
- Pursuing BS or BA with an Analytics background
- Minimum GPA of 3.4
- Previous Co-Op experience (preferably in consulting)
- Experience with Power BI and DAX formulas preferred
- Advanced proficiency in Excel and PowerPoint
- Strong organizational and project management skills, very detail-oriented
- Ability to multitask and prioritize workload in an environment of tight deadlines and high-quality standards
• Self-starter with the willingness to learn and proactive attitude - Strong interpersonal and communication skills, able to thrive in a team environment
Location: Boston, MA. This position is in the office 4 days/week.
Hours: 35 hours/week
Date: January 2025 - June 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.
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