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Associate, Portfolio Support

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:

The Portfolio Support Group within Audax Private Equity works alongside the deal teams, portfolio company management teams, and third-party consultants to facilitate value creation, operational improvements, board and management effectiveness, and resource management. Given recent growth in the Portfolio Support team, the Associate will work closely with the Director, Portfolio Support to build out a process-oriented system in which the team can continue to scale. With time, this individual will partner with the Portfolio Support team, deal teams, and portfolio company management teams to develop analyses and drive value. The ideal candidate is a self-motivated team player with strong technical skills able to transform concepts into effective, concise, and timely analyses.

 The Associate will collaborate across teams, identify and execute opportunities for improvement and/or automation, oversee data integrity, aggregate portfolio company metrics, develop reports and integrated analyses, update Portfolio Support materials and presentations, assist deal teams with a variety of ad hoc requests, and represent the Audax brand in interactions with portfolio company executives and third parties.  

RESPONSIBILITIES:

Cross-Portfolio

  1. Support Portfolio Support sub-teams (Responsible Investment, Human Capital, Portfolio Insurance, Office of the CFO, Office of the CIO, and Generalists) with activities across the deal lifecycle alongside two other Analysts/Associates.
  2. Manage projects and perform analytics across the Portfolio Support team, investment teams, industry groups, third-party consultants, and portfolio company executives.
  3. Prepare presentations and materials for various key meetings with portfolio company executives, Audax management, and Audax investors (e.g., Annual General Meeting, executive summits, etc.).
  4. Support our function-based executive networks (“Communities of Practice”) by working across Portfolio Support and investment teams to drive call agendas.
  5. Develop and monitor key performance indicators to track portfolio company performance and provide actionable insights; lead initiatives to improve reporting capabilities to support decision making for portfolio company executives and Audax management team members.

Internal

  1. Assess and streamline process workflows to optimize efficiency and accuracy, implementing automation where possible and creating structure around weekly, monthly, and quarterly updates.
  2. Collect, maintain and improve the quality and control of data from the portfolio, external sources, and internal systems (e.g., Salesforce, iLevel, Thrive, Novata, Watershed, Smartsheet, and more) for analytics in Excel and Power BI.
  3. Support the preparation of Audax’ annual responsible investment reporting obligations.

REQUIREMENTS/QUALIFICATIONS:

  • Bachelor’s Degree (BS or BA) with a high GPA preferred
  • 3-5 years professional experience in a client-facing role with strong focus on analytics, including experience with financial models and presentation creation
  • Strong organizational and project management skills, very detail-oriented
  • Ability to multi-task and prioritize workload in an environment of tight deadlines and high-quality standards
  • Proven track record of leading cross-functional projects and delivering results in a fast-paced environment
  • Self-starter with the willingness to learn
  • Proven history of process engineering and efficiency improvements; Ability to translate complex data into actionable insights and strategic recommendations
  • Strong interpersonal and communication skills, able to thrive in a fast-paced team environment
  • Experience in consulting or advisory roles for private equity preferred
  • Experience with data/databases, Power BI, GenAI / Custom GPTs preferred
  • Experience with Responsible Investment and/or key sustainability frameworks preferred (SASB, TCFD, GRI, SFDR)
  • Professional Services Consulting experience is strongly preferred

 ADDITIONAL COMPETENCIES:

  • Advanced skills in Excel (complex formulas, macros, etc.)
  • Strong PowerPoint presentation skills, with attention to detail and ability to summarize complex ideas to various audiences
  • Excellent verbal and written communication skills and a professional, proactive attitude
  • Ability to handle confidential and sensitive information with appropriate discretion

LOCATION: Boston, MA. 4 days/week in office.  These in-office requirements may change based on the needs of the business. 

OTHER DUTIES: 

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.

 

 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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