Investor Relations CO-OP

Investor Relations Co-Op (Co-Op/Intern Cycle)

Company: Audax Group

Co-Op/Intern Cycle: January - June 2027

Anticipated Start & End Date: January 4, 2027 – June 25, 2027 (dates are flexible depending on school requirements)

Location: New York

Office Requirements: 3–4 days in office

Team: Investor Relations

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 is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.

Position Summary

Audax Group is seeking an Investor Relations Co-Op to contribute to a high-performing team. The firm’s Investor Operations effort has a high degree of responsibility and corresponding visibility externally with limited partners and internally with senior management. The Co-Op will handle outbound communications to investors as well as a variety of inbound inquiries specifically related to Audax Private Debt. The role requires the ability to prioritize multiple assigned tasks and deliverables in a deadline-oriented environment. Successful candidates are creative problem-solvers and self-starters who have the proven ability to produce results. Attention to detail, strong interpersonal skills, quantitative and qualitative reasoning ability, and a rigorous work ethic are prerequisites.

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, and ensuring version control along with content consistency.
• Monitor vendor and platform invoicing through payment completion and help 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.

Competencies

• 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.

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 extremely detail oriented.
• Self-starter with the willingness to learn.
• Ability to multitask and prioritize workload in an environment of tight deadlines and high quality standards.
• Must be 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.

Travel

No regular travel is required for this role.

Compensation (New York)

The hourly range for this position is $28.00 - $30.00.