Audax Group
Overview
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 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.
Responsibilities
Cross-Portfolio: Support Portfolio Support sub-teams (Generalists — broad-based operators who work across industries and functions) to drive value creation, value enablement, and value protection at every stage of the deal lifecycle.
Assist/lead high-impact projects and perform analytics across the Portfolio Support team, investment teams, industry groups, third-party consultants, and portfolio company executives.
Prepare insight-rich, visually compelling presentations for portfolio company executives, Audax management, and Audax investors (e.g., Annual General Meeting, executive summits).
Support and coordinate Communities of Practice — function-based executive networks that foster peer-to-peer collaboration, share best practices, and accelerate operational excellence— by working across Portfolio Support and investment teams to shape impactful agendas and discussions.
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: Assess and streamline process workflows to optimize efficiency and accuracy, implementing automation where possible (through system functionality, GenAI, etc) and creating structure around weekly, monthly, and quarterly updates.
Maintain and elevate the quality, accuracy, and integrity of data from portfolio companies, external sources, and internal platforms for analytics and reporting to drive strategic decision-making.
Requirements/Qualifications
Bachelor’s Degree (BS or BA) with a high GPA preferred
3-5 years experience in a client-facing role with strong focus on analytics and presentation creation
Proven ability to lead cross-functional initiatives, manage multiple priorities under tight deadlines, and deliver results with exceptional attention to detail
Self-starter with strong intellectual curiosity and the drive to take ownership, learn quickly, and adapt in a fast-paced environment
Proven history of efficiency improvements; Ability to translate complex data into actionable insights and strategic recommendations
Strong interpersonal and communication skills, able to influence and collaborate effectively across portfolio companies, investment teams, and advisors
Experience in strategy consulting or advisory roles for private equity is preferred
Experience in one or more functional areas — such as the Office of the CFO (finance, accounting, and working capital optimization), Office of the CIO (technology, systems, and data strategy), Office of the CRO (commercial strategy, pricing, and go-to-market), or Responsible Investment (ESG, sustainability, and key frameworks such as SASB, TCFD, GRI, SFDR)— is preferred
Proficiency with data tools and analytics platforms (e.g., Power BI, GenAI, custom GPTs) is preferred
Additional Competencies
Advanced skills in Excel (complex formulas, macros) and 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 business needs.
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.
Audax Management Co. is an equal opportunity employer.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Investment Management
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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 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.
Responsibilities
Cross-Portfolio: Support Portfolio Support sub-teams (Generalists — broad-based operators who work across industries and functions) to drive value creation, value enablement, and value protection at every stage of the deal lifecycle.
Assist/lead high-impact projects and perform analytics across the Portfolio Support team, investment teams, industry groups, third-party consultants, and portfolio company executives.
Prepare insight-rich, visually compelling presentations for portfolio company executives, Audax management, and Audax investors (e.g., Annual General Meeting, executive summits).
Support and coordinate Communities of Practice — function-based executive networks that foster peer-to-peer collaboration, share best practices, and accelerate operational excellence— by working across Portfolio Support and investment teams to shape impactful agendas and discussions.
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: Assess and streamline process workflows to optimize efficiency and accuracy, implementing automation where possible (through system functionality, GenAI, etc) and creating structure around weekly, monthly, and quarterly updates.
Maintain and elevate the quality, accuracy, and integrity of data from portfolio companies, external sources, and internal platforms for analytics and reporting to drive strategic decision-making.
Requirements/Qualifications
Bachelor’s Degree (BS or BA) with a high GPA preferred
3-5 years experience in a client-facing role with strong focus on analytics and presentation creation
Proven ability to lead cross-functional initiatives, manage multiple priorities under tight deadlines, and deliver results with exceptional attention to detail
Self-starter with strong intellectual curiosity and the drive to take ownership, learn quickly, and adapt in a fast-paced environment
Proven history of efficiency improvements; Ability to translate complex data into actionable insights and strategic recommendations
Strong interpersonal and communication skills, able to influence and collaborate effectively across portfolio companies, investment teams, and advisors
Experience in strategy consulting or advisory roles for private equity is preferred
Experience in one or more functional areas — such as the Office of the CFO (finance, accounting, and working capital optimization), Office of the CIO (technology, systems, and data strategy), Office of the CRO (commercial strategy, pricing, and go-to-market), or Responsible Investment (ESG, sustainability, and key frameworks such as SASB, TCFD, GRI, SFDR)— is preferred
Proficiency with data tools and analytics platforms (e.g., Power BI, GenAI, custom GPTs) is preferred
Additional Competencies
Advanced skills in Excel (complex formulas, macros) and 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 business needs.
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.
Audax Management Co. is an equal opportunity employer.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Investment Management
#J-18808-Ljbffr