Investor Relations Operations Analyst jobs in United States
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Audax Private Debt · 21 hours ago

Investor Relations Operations Analyst

Audax Private Debt is a leading debt capital partner for North American middle market companies. They are seeking an Investor Relations Operations Analyst to manage outbound communications, handle investor inquiries, and coordinate with internal and external parties to ensure accurate data management and reporting.

Venture Capital
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H1B Sponsor Likelynote
Hiring Manager
Megan Camara
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Responsibilities

Coordinate with internal and external parties on investor onboarding process to ensure timely and accurate data entry in the Audax CRM
Accurately manage, and update as needed, investor account information (contacts, addresses, wire instructions) in the CRM, investor portal, and accounting systems
Manage ad hoc requests on compressed deadlines with internal and external teams to ensure clear expectations of timeframes and prompt delivery of required reporting
Coordinate and track detailed processes, including investor audit confirmations, ILPA and ad hoc investor reporting
Monitor inbound investor requests and coordinate timely responses with multiple internal departments
Liaise with transfer agent in initial review of daily order file and escalate as needed for internal review
Daily communication with Finance, Portfolio Reporting, Legal, Compliance, and external fund administrators to ensure industry best services to our investors
Review data entry of quarterly investor transfers for accuracy and timeliness
Document and record investor tax forms and associated updates in the CRM
Assist in regular reporting of IR Ops ongoing deliverables to internal teams on regular cadence
Prioritize and distribute outbound investor mass communications including capital call/distribution notices, quarterly investor letters, financial statements, tax documentation, etc
Complete special projects as assigned
Anticipate the team’s needs/requirements and actively resolve issues

Qualification

CRM databasesMicrosoft OfficeInvestor relations experienceAnalytical skillsProactive attitudeOrganizational skillsCommunication skillsAttention to detail

Required

Bachelor's degree preferred with 2-5 years of previous relevant experience
Strong proficiency with Microsoft Office: Excel, Word, PowerPoint, Outlook
Strong organizational skills, exceptionally detail oriented
Proactive and ambitious with the willingness to learn
Strong analytical skills
Ability to multitask and prioritize workload in an environment of tight deadlines and high-quality standards
MUST be thorough, dependable, team oriented, and 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

Preferred

Previous asset management industry or investor relations experience preferred
Extensive knowledge of CRM databases (Dynamo, Salesforce) ideal

Benefits

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)
401(k)

Company

Audax Private Debt

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Audax Private Debt is the debt financing unit of Audax Group. It is a sub-organization of Audax Group.

H1B Sponsorship

Audax Private Debt has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)

Funding

Current Stage
Growth Stage

Leadership Team

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Remington Chin
Managing Director
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Company data provided by crunchbase