Back to jobs
New

Portfolio Valuation & Analytics Co-Op

Boston, MA

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:

Audax Private Equity deal team members are supported by professionals in several key functional areas including legal, capital markets, finance/accounting, business development, portfolio support, and IT.  Our model allows deal teams to focus their energy and resources on what matters most – building companies and creating equity value for our investors. 

The Co-Op will play a key role in the Portfolio Valuation & Analytics team, which focuses on portfolio company valuations, portfolio company / fund level analytics, fundraising initiatives, limited partner reporting, investment benchmarking and reporting for the Private Equity business unit, and portfolio company cap table management and reporting. This individual will play a key role in every aspect of the Portfolio Valuation & Analytics team. The individual will assist in the updating, reviewing, and maintaining of Private Equity investment valuations across multiple funds and strategies. Additionally, the individual will work with other Portfolio Valuation & Analytics team members to maintain the integrity of Audax Private Equity portfolio company data within the iLevel system, drive operational processes to support Finance teams, and develop reports and integrated analyses to support decision making across Investment Teams, Finance, and Investor Relations. 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 work with team members of the Audax Equity Management team to routinely aggregate portfolio company capitalization table information, develop reports and integrated analyses, and develop capitalization table analyses and waterfall models to drive processes and operational improvements. Additionally, the Analyst will have the opportunity to develop dashboards in Power BI to analyze portfolio company and fund level performance, and various industry and economic analysis.

RESPONSIBILITIES

Fundraising & Investor Relations requests

  • Update private equity marketing materials/presentations across various platform strategies and assist in coordination of annual limited partner meetings/semi-annual advisory board sessions, including updating presentation materials, investment summaries, and compiling executive-level summary materials.
  • Assist in creation and update process of fundraising materials across various platform strategies including quarterly track records and company metrics files, fund performance analyses, ad-hoc limited partner requests, and benchmarking reports for use in outward-facing investor updates.
  • Analyze investment performance and communicate results to investor relations for use with prospective and existing limited partners; draft semi- annual/annual investment updates and portfolio company write-ups to help our investors better understand their investments.

Quarterly Valuation & Portfolio Review

  • Prepare valuation models for quarterly update process and co-ordinate with investment team members to ensure deadlines are achieved and models function as intended.
  • Ensure all completed valuation models adhere to relevant accounting standards as well as internal policies and procedures.
  • Assist in creation and updating of quarterly Valuation Committee presentation materials including details on portfolio company metrics, fund performance analyses and benchmarking analyses.
  • Update and maintain quarterly valuation summaries as required by co-investors.
  • Work in conjunction with the portfolio support team to update presentation materials for internal portfolio reviews, including industry specific analyses.
  • Stay up-to-date with industry best practices, market trends and regulatory changes affecting investments.

Maintenance of private equity portfolio company databases

  • Maintain and ensure integrity of all portfolio company and fund level metrics stored within iLevel portfolio monitoring platform.
  • Understand functionality of iLevel and provide support to other users within the firm.
  • Work with investment team members to collect relevant company transaction metrics and materials and review for correctness.
  • Co-ordinate with Business Development and Analytics team members to confirm consistency of data across different internal platforms and databases.

Process re-engineering and automation to promote efficiency and accuracy

  • Execute operational improvements. Coordinate with portfolio support team, finance, and IT to refine capitalization tables and business intelligence processes to improve quality and control of data for reporting and analysis.
  • Document work streams and offer recommendations on efficiency.

REQUIREMENTS/QUALIFICATIONS:

  • Currently pursuing a Bachelor’s degree in Finance, Accounting, or a related major
  • Previous internship or co-op experience in an Private Equity or analytic role
  • Strong analytical and problem-solving skills
  • Good understanding of finance, accounting and experience with alternative investments a plus
  • Strong organizational skills with the ability to multitask and prioritize workload
  • Proven history of process engineering and efficiency improvements
  • Strong interpersonal and communication skills
  • Familiarity with iLevel, PowerBI, Diligent Equity, PitchBook, DealEdge and/or investment analytics software a plus

COMPETENCIES:

The candidate should be advanced in Excel and PowerPoint, specifically in the following areas:

  • Complex logic formulas (i.e., combining “IF formulas” with other Excel functions)
  • Advanced combinations of lookup functions (e.g., combinations of offset, index, match, sumproduct, indirect with other excel functions)
  • Strong PowerPoint presentation skills, with attention to detail and ability to summarize complex ideas to various audiences

 

 

 

 

 

 

 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.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...

Do you now, or will you in the future, require sponsorship for employment visa status (e.g. H-1B visa status, etc.) to work legally for Audax Management Company, LLC in the United States?

Please provide a range for base salary and bonus.

How would you describe your racial/ethnic background? (mark all that apply) *

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.

How would you describe your gender identity? (mark all that apply) *

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.

Select...

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Audax Group’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.